10月13日，美光科技夜盘下跌3.03%，报959.04美元，成交额9458.9万美元。存储板块连续调整，背后是三重冲击叠加：韩国假日后补跌、三星与SK海力士约400亿美元史上最大规模回购提前终止，以及长鑫科技宣布4F²架构突破，在单元架构上或领先韩国巨头两年。市场悖论在于基本面创历史新高却遭抛售，投资者已开始提前定价2027—2028年产能扩张引发的供需逆转风险。外资持有三星电子股份比例降至46.37%，为约17年新低，负面情绪自韩股传导至美股，闪迪、美光等集体承压。
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异动解读｜美光科技夜盘下跌3.03%，存储板块遭三重冲击
行情直击10-13
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