异动解读｜闪迪盘前下跌4.69%，存储板块连续暴跌后抛压延续

行情直击07-29

7月29日，闪迪盘前下跌4.69%，报1064.10美元/股，成交额47.08万美元，延续此前交易日14.25%的深度回调走势。

消息面上，多重利空持续压制存储板块：英伟达近期推进AI基础设施交易潜在规模超7500亿美元，其向使用芯片的公司提供资金并持股的"环形"融资模式引发市场对AI需求被人为通胀的忧虑；长鑫存储上市后加速产能扩张，冲击美国存储企业中长期份额与定价能力；摩根士丹利警告内存合同价格预计于四季度见顶，净盈利上调率已从92%峰值回落至77%。闪迪将于8月5日公布财季业绩，市场预期EPS为33.28美元。

（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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