10月29日美股盘前，存储板块先给出一个情绪温度：美光科技（MU）跌3.69%，闪迪（SNDK）跌超4%，SK海力士（SKHY）跌2.71%。这是盘前交易时点的报价，不是收盘成绩，反映的是消息冲击下的即时风险重定价。触发点有两个：三星电子芯片部门利润未达投资者高预期，尽管公司同步上调资本支出计划以回应AI基础设施需求带来的存储芯片（886042）价格上涨；谷歌母公司Alphabet财报后股价大跌，...
Source Link10月29日美股盘前，存储板块先给出一个情绪温度：美光科技（MU）跌3.69%，闪迪（SNDK）跌超4%，SK海力士（SKHY）跌2.71%。这是盘前交易时点的报价，不是收盘成绩，反映的是消息冲击下的即时风险重定价。触发点有两个：三星电子芯片部门利润未达投资者高预期，尽管公司同步上调资本支出计划以回应AI基础设施需求带来的存储芯片（886042）价格上涨；谷歌母公司Alphabet财报后股价大跌，...
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