异动解读|澜起科技开盘下跌3.77%,存储板块延续弱势拖累股价
行情直击10-13
10月13日,澜起科技开盘下跌3.77%,报245.2港元,成交额711.08万港元。存储概念股持续承压是本次下挫的直接背景,市场对存储厂商扩产导致远期供给增加的担忧仍在发酵。
TrendForce研究显示,四季度DRAM存储虽维持供不应求格局,但合约涨势明显放缓,市场普遍担忧各存储厂商持续扩产将压制芯片价格。三星电子此前公布的第三季度业绩预告亦不及预期,销售额与营业利润均低于市场预估,进一步加剧了存储板块的谨慎情绪。澜起科技所在的半导体行业中,中芯国际跌1.87%,华虹宏力跌2.23%,兆易创新跌5.17%,曦智科技-P跌7.44%,壁仞科技跌2.21%,板块整体表现疲软。
澜起科技股份有限公司是一家致力于为云计算及人工智能基础设施提供互连芯片解决方案的中国公司,产品线包括内存接口芯片、内存模组配套芯片、PCIe/CXL互连芯片、时钟芯片及津逮产品。
(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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