异动解读|美光科技盘前下跌3.23%,存储板块受三重冲击压制
行情直击10-13
10月13日,美光科技盘前下跌3.23%,报959.87美元,成交额7969.83万美元。
消息面上,存储板块连续调整,主因是韩国假日后补跌、三星电子与SK海力士约400亿美元回购提前终止,以及长鑫存储宣布4F²架构突破,市场对后续竞争与供需反转的担忧升温。
尽管公司上一财报表现强劲,市场仍在提前定价2027至2028年潜在产能扩张风险;同时,外资持有三星电子比例降至约17年低位,韩股负面情绪进一步传导至美股,美光、闪迪等存储股集体承压。
(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)
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