异动解读|西部数据夜盘下跌3.09%,长鑫存储4F²架构突破加剧存储芯片竞争
行情直击10-13
10月13日,西部数据夜盘下跌3.09%,报375.0美元,成交额101.96万美元。消息面上,长鑫存储4F²架构突破加剧行业竞争,美股存储芯片股集体承压,闪迪跌超6%,美光科技跌超4%,SK海力士跌超4%,负面情绪传导至西部数据。
此前外资持有SK海力士比例连续8个交易日徘徊在49%区间,三星电子外资持股比例降至约17年新低。叠加东芝扩产带来的HDD供应纪律担忧尚未完全消化,存储板块整体面临短期抛压。机构期权大单亦显示有资金对西部数据远期加码看空,进一步压制市场情绪。
(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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