异动解读|闪迪夜盘下跌3.45%,长鑫存储4F²架构突破加剧存储芯片竞争担忧
行情直击10-13
10月13日,闪迪夜盘下跌3.45%,报1436.0美元/股,成交额1636.74万美元。
消息面上,长鑫存储宣布4F² DRAM架构研发取得关键进展,引发市场对存储芯片竞争格局加剧的担忧,存储板块整体承压。
据悉,截至发稿,闪迪跌6.53%,慧荣科技跌6.26%,美光科技跌4.04%,SK海力士跌4.01%。韩国存储双雄SK海力士、三星电子于韩股市场全天承压,负面情绪进一步传导至美股市场。外资持有SK海力士的比例已连续8个交易日徘徊在49%区间,显示外资对存储板块态度趋于谨慎。此外,Evercore ISI近日将闪迪目标价从3100美元下调至2800美元,下调动作被市场解读为高位存储股的估值压力信号。
闪迪是基于NAND闪存技术的数据存储设备和解决方案的领先开发商、制造商和提供商,产品覆盖固态硬盘、嵌入式产品、可拆卸卡及晶圆组件等,面向从消费级到企业级客户提供闪存解决方案。
(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。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.