异动解读｜美国超微公司夜盘下跌3.12%，中国DRAM巨头上市引发半导体板块系统性抛压叠加利好兑现持续发酵

行情直击07-29

7月29日，美国超微公司夜盘下跌3.12%，报440.44美元/股，成交额8474.84万美元。

消息面上，中国DRAM龙头长鑫科技上市引发全球存储板块重估，市场担忧DRAM供给格局未来可能生变，SK海力士跌破IPO发行价，半导体板块整体承压。同板块中美光科技跌7.11%、英特尔跌4.61%、台积电跌3.08%。此外，AMD此前Advancing AI大会密集利好已于7月24日起持续释放，多家投行集中上调目标价，市场在8月4日财报窗口期倾向于兑现前期涨幅，本次下跌系板块系统性抛压与获利回吐的延续。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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