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说说你对这篇新闻的看法...
中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩
发财喽
04-18
外星人的实锤吗这是
抱歉，原内容已删除
发财喽
2025-07-03
预测 $蓝思科技(06613)$ 暗盘收盘价23
发财喽
2025-04-04
$纳斯达克(.IXIC)$
拉起来
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2019-01-03
$阿里巴巴(BABA)$ 中国好牛骨吗
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08:18","market":"us","language":"zh","title":"中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩","url":"https://stock-news.laohu8.com/highlight/detail?id=1187931355","media":"华尔街见闻","summary":"SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。中国DRAM龙头上市，引发全球存储板块重估对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。AI时代，真正决定胜负的仍是HBM不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。","content":"<html><head></head><body><blockquote><p>周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。</p></blockquote><p style=\"text-align: justify;\">国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。</p><p style=\"text-align: justify;\">周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21ac8ecb5c5dcf5cc5f94e612e8c0127\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857babbd27fd7e1470bfb614f1eac087\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac643d36cc83251efa77003eda7b4b1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。</p><h2 id=\"id_1280442175\">中国DRAM龙头上市，引发全球存储板块重估</h2><p style=\"text-align: justify;\">对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。</p><p style=\"text-align: justify;\">分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。</p><p style=\"text-align: justify;\">有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。</p><p style=\"text-align: justify;\">还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。</p><p style=\"text-align: justify;\">不过，不少分析师认为，市场反应可能存在一定程度的过度解读。</p><p style=\"text-align: justify;\">目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。</p><h2 id=\"id_1213106346\">长鑫科技首日暴涨，资本市场押注“中国存储”</h2><p style=\"text-align: justify;\">长鑫科技此次IPO本身就备受全球关注。</p><p style=\"text-align: justify;\">公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。</p><p style=\"text-align: justify;\">周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。</p><p style=\"text-align: justify;\">公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。</p><p style=\"text-align: justify;\">国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。</p><h2 id=\"id_1542057506\">AI时代，真正决定胜负的仍是HBM</h2><p style=\"text-align: justify;\">不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。</p><p style=\"text-align: justify;\">当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。</p><p style=\"text-align: justify;\">因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。</p><p style=\"text-align: justify;\">Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-28 08:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。</p></blockquote><p style=\"text-align: justify;\">国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。</p><p style=\"text-align: justify;\">周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21ac8ecb5c5dcf5cc5f94e612e8c0127\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857babbd27fd7e1470bfb614f1eac087\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac643d36cc83251efa77003eda7b4b1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。</p><h2 id=\"id_1280442175\">中国DRAM龙头上市，引发全球存储板块重估</h2><p style=\"text-align: justify;\">对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。</p><p style=\"text-align: justify;\">分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。</p><p style=\"text-align: justify;\">有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。</p><p style=\"text-align: justify;\">还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。</p><p style=\"text-align: justify;\">不过，不少分析师认为，市场反应可能存在一定程度的过度解读。</p><p style=\"text-align: justify;\">目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。</p><h2 id=\"id_1213106346\">长鑫科技首日暴涨，资本市场押注“中国存储”</h2><p style=\"text-align: justify;\">长鑫科技此次IPO本身就备受全球关注。</p><p style=\"text-align: justify;\">公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。</p><p style=\"text-align: justify;\">周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。</p><p style=\"text-align: justify;\">公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。</p><p style=\"text-align: justify;\">国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。</p><h2 id=\"id_1542057506\">AI时代，真正决定胜负的仍是HBM</h2><p style=\"text-align: justify;\">不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。</p><p style=\"text-align: justify;\">当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。</p><p style=\"text-align: justify;\">因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。</p><p style=\"text-align: justify;\">Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"07788":"南方两倍做多英伟达","SKHU":"2倍做多海力士-ProShares","AMDG":"2倍做多AMD ETF- Leverage Shares","NVDX":"2倍做多NVDA ETF-T-Rex","SKHX":"2倍做多海力士ETF-Leverage Shares","NVDW":"NVDA周配息ETF-Roundhill","NVDY":"NVDA期权收益策略ETF-YieldMax","AMDL":"2倍做多AMD ETF-GraniteShares","SKHY":"SK海力士","ASMU":"Direxion Daily ASML Bull 2X ETF","SKHZ":"1倍做空海力士ETF-Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技","HYNX":"2倍做多海力士ETF-T-REX","SNDC":"Corgi SNDK 2x Daily ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","MUYY":"GraniteShares YieldBOOSTMU ETF","DAMD":"2倍做空AMD ETF-Defiance","SNDG":"Leverage Shares 2X Long SNDK Daily ETF","NVDD":"1倍做空NVDA ETF-Direxion","AMDU":"Defiance Leveraged Long + Income AMD ETF","MUD":"1倍做空MU ETF-Direxion","MUZ":"Defiance Daily Target 2X Short MU ETF","SK":"2倍做多海力士ETF-Corgi","SNDQ":"Tradr 2X Short SNDK Daily ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","AMUU":"2倍做多AMD ETF-Direxion","SNDK":"闪迪","AMDW":"Roundhill AMD WeeklyPay ETF","WDCX":"Tradr 2X Long WDC Daily ETF","SKDD":"2倍做空海力士ETF-GraniteShares","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","07709":"XL二南方海力士","NVDL":"2倍做多NVDA ETF-GraniteShares","SNXX":"Tradr 2X Long SNDK Daily ETF","SKUU":"2倍做多海力士ETF-GraniteShares","MULL":"2倍做多MU ETF-GraniteShares","AMDY":"AMD期权收益策略ETF-YieldMax","MIC":"2倍做多MU ETF-Corgi","NVDQ":"2倍做空NVDA ETF-T-Rex","ASML":"阿斯麦","AMYY":"GraniteShares YieldBOOST AMD ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDS":"1.5倍做空NVDA ETF-Tradr","WDC":"西部数据","07388":"南方两倍做空英伟达","ANV":"GraniteShares Autocallable NVDA ETF","STX":"希捷科技","AMD":"美国超微公司","NVDA":"英伟达","NVDU":"2倍做多NVDA ETF-Direxion","ASMG":"2倍做多ASML ETF- Leverage Shares","AMDD":"1倍做空AMD ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187931355","content_text":"周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。中国DRAM龙头上市，引发全球存储板块重估对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。不过，不少分析师认为，市场反应可能存在一定程度的过度解读。目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。长鑫科技首日暴涨，资本市场押注“中国存储”长鑫科技此次IPO本身就备受全球关注。公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。AI时代，真正决定胜负的仍是HBM不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。Bernstein分析师Mark 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08:18","market":"us","language":"zh","title":"中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩","url":"https://stock-news.laohu8.com/highlight/detail?id=1187931355","media":"华尔街见闻","summary":"SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。中国DRAM龙头上市，引发全球存储板块重估对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。AI时代，真正决定胜负的仍是HBM不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。","content":"<html><head></head><body><blockquote><p>周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。</p></blockquote><p style=\"text-align: justify;\">国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。</p><p style=\"text-align: justify;\">周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21ac8ecb5c5dcf5cc5f94e612e8c0127\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857babbd27fd7e1470bfb614f1eac087\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac643d36cc83251efa77003eda7b4b1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。</p><h2 id=\"id_1280442175\">中国DRAM龙头上市，引发全球存储板块重估</h2><p style=\"text-align: justify;\">对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。</p><p style=\"text-align: justify;\">分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。</p><p style=\"text-align: justify;\">有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。</p><p style=\"text-align: justify;\">还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。</p><p style=\"text-align: justify;\">不过，不少分析师认为，市场反应可能存在一定程度的过度解读。</p><p style=\"text-align: justify;\">目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。</p><h2 id=\"id_1213106346\">长鑫科技首日暴涨，资本市场押注“中国存储”</h2><p style=\"text-align: justify;\">长鑫科技此次IPO本身就备受全球关注。</p><p style=\"text-align: justify;\">公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。</p><p style=\"text-align: justify;\">周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。</p><p style=\"text-align: justify;\">公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。</p><p style=\"text-align: justify;\">国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。</p><h2 id=\"id_1542057506\">AI时代，真正决定胜负的仍是HBM</h2><p style=\"text-align: justify;\">不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。</p><p style=\"text-align: justify;\">当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。</p><p style=\"text-align: justify;\">因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。</p><p style=\"text-align: justify;\">Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-28 08:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。</p></blockquote><p style=\"text-align: justify;\">国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。</p><p style=\"text-align: justify;\">周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21ac8ecb5c5dcf5cc5f94e612e8c0127\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857babbd27fd7e1470bfb614f1eac087\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac643d36cc83251efa77003eda7b4b1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。</p><h2 id=\"id_1280442175\">中国DRAM龙头上市，引发全球存储板块重估</h2><p style=\"text-align: justify;\">对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。</p><p style=\"text-align: justify;\">分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。</p><p style=\"text-align: justify;\">有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。</p><p style=\"text-align: justify;\">还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。</p><p style=\"text-align: justify;\">不过，不少分析师认为，市场反应可能存在一定程度的过度解读。</p><p style=\"text-align: justify;\">目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。</p><h2 id=\"id_1213106346\">长鑫科技首日暴涨，资本市场押注“中国存储”</h2><p style=\"text-align: justify;\">长鑫科技此次IPO本身就备受全球关注。</p><p style=\"text-align: justify;\">公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。</p><p style=\"text-align: justify;\">周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。</p><p style=\"text-align: justify;\">公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。</p><p style=\"text-align: justify;\">国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。</p><h2 id=\"id_1542057506\">AI时代，真正决定胜负的仍是HBM</h2><p style=\"text-align: justify;\">不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。</p><p style=\"text-align: justify;\">当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。</p><p style=\"text-align: justify;\">因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。</p><p style=\"text-align: justify;\">Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"07788":"南方两倍做多英伟达","SKHU":"2倍做多海力士-ProShares","AMDG":"2倍做多AMD ETF- Leverage Shares","NVDX":"2倍做多NVDA ETF-T-Rex","SKHX":"2倍做多海力士ETF-Leverage Shares","NVDW":"NVDA周配息ETF-Roundhill","NVDY":"NVDA期权收益策略ETF-YieldMax","AMDL":"2倍做多AMD ETF-GraniteShares","SKHY":"SK海力士","ASMU":"Direxion Daily ASML Bull 2X ETF","SKHZ":"1倍做空海力士ETF-Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技","HYNX":"2倍做多海力士ETF-T-REX","SNDC":"Corgi SNDK 2x Daily ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","MUYY":"GraniteShares YieldBOOSTMU ETF","DAMD":"2倍做空AMD ETF-Defiance","SNDG":"Leverage Shares 2X Long SNDK Daily ETF","NVDD":"1倍做空NVDA 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