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异动解读|澜起科技开盘下跌3.77%,存储板块弱势及三星业绩低于预期拖累股价

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。存储板块整体走弱是本次股价承压的主要背景。

TrendForce研究显示,四季度DRAM存储虽维持供不应求格局,但合约涨势已明显放缓,市场担忧各存储厂商持续扩产将在远期压制芯片价格。同时,三星电子此前公布的第三季度业绩预告不及预期,销售额和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(AI)基础设施提供互连芯片解决方案的中国公司,产品线包括互连类芯片及津逮产品,互连类芯片主要包括内存接口芯片、内存模组配套芯片、PCIe/CXL互连芯片及时钟芯片。

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.

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