异动解读｜闪迪盘前下跌3.03%，大摩警告内存价格或于四季度见顶叠加前一交易日大涨后获利回吐_老虎社区_美港股上老虎

异动解读｜闪迪盘前下跌3.03%，大摩警告内存价格或于四季度见顶叠加前一交易日大涨后获利回吐

行情直击07-24

7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。

（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。

cky10327
·07-24
人家都辟谣了，你还在这边发消息
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2025 一定爆富
·07-24
啊呃呃QA是4人啊啊啊萨特啊，
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class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-24 18:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。</p><p>（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。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160221261","content_text":"7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。（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。）","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":589304875758728,"gmtCreate":1784904752943,"gmtModify":1784904754954,"author":{"id":"3572355294829021","authorId":"3572355294829021","name":"2025 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18:51","market":"us","language":"zh","title":"异动解读｜闪迪盘前下跌3.03%，大摩警告内存价格或于四季度见顶叠加前一交易日大涨后获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1160221261","media":"行情直击","summary":"7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。（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。）","content":"<p><p>7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。</p><p>（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。）</p></p>","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 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class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-24 18:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。</p><p>（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。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160221261","content_text":"7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。（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。）","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}