美股异动 | 存储概念股集体下跌 闪迪(SNDK.US)盘初跌超9%

智通财经
Oct 30
【美股异动 | 存储概念股集体下跌 闪迪(SNDK.US)盘初跌超9%】智通财经APP获悉,周五,美股存储概念股集体下跌,闪迪(SNDK.US)盘初跌超9%,SK海力士(SKHY.US)跌近6%,美光科技(MU.US)跌超3%。消息面上,闪迪公布了2027财年第一季度财报。受人工智能基础设施建设推动的NAND闪存需求激增及产品价格上涨提振,公司当季营收同比增长378%,数据中心业务收入更是飙升近17倍。公司预计下一季度营收将进一步增长,并宣布实施1拆8股票拆分计划。但强劲业绩仍未能阻止股价下跌,市场对高估值及存储芯片价格持续性的担忧升温。

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