Meta跨界引爆“算力过剩”恐慌，存储芯片股遭血洗，两倍做多三星电子跌18%_老虎社区_美港股上老虎

Meta跨界引爆“算力过剩”恐慌，存储芯片股遭血洗，两倍做多三星电子跌18%

格隆汇07-02

港股存储概念股集体下挫，南方两倍做多三星电子跌超18%，南方两倍做多海力士跌超15%，兆易创新跌超9%，澜起科技跌超7%。

消息面上，Meta投下“深水炸弹”，拟跨界进军云基础设施服务、对外出售过剩AI算力资源，这一消息引发了美股上游存储芯片和光通信板块的集体暴跌，今早韩国股市三星电子和海力士亦跟随大跌，一时间，市场预期从“无底线抢购”走向了“算力过剩”。

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sxsxscs
·07-02
meta什么都没有当然算力过剩……
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Mediator
·07-02
一时间，市场预期从“无底线抢购”走向了“算力过剩”。
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class=\"title\">\nMeta跨界引爆“算力过剩”恐慌，存储芯片股遭血洗，两倍做多三星电子跌18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 10:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/live?channelId=USStock><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股存储概念股集体下挫，南方两倍做多三星电子跌超18%，南方两倍做多海力士跌超15%，兆易创新跌超9%，澜起科技跌超7%。消息面上，Meta投下“深水炸弹”，拟跨界进军云基础设施服务、对外出售过剩AI算力资源，这一消息引发了美股上游存储芯片和光通信板块的集体暴跌，今早韩国股市三星电子和海力士亦跟随大跌，一时间，市场预期从“无底线抢购”走向了“算力过剩”。</p>\n\n<a href=\"https://www.gelonghui.com/live?channelId=USStock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"DRAM":"Roundhill Memory ETF","IEMG":"iShares Core MSCI Emerging Markets ETF","RAM":"2倍做多DRAM ETF-T-REX","BK4581":"高盛持仓","07747":"南方两倍做多三星电子","BK4543":"AI","SOCL":"社交媒体ETF-Global X","BK4585":"ETF&股票定投概念","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","FTXL":"First Trust Nasdaq Semiconductor ETF","EEMO":"Invesco 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10:08","market":"hk","language":"zh","title":"Meta跨界引爆“算力过剩”恐慌，存储芯片股遭血洗，两倍做多三星电子跌18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648782578","media":"格隆汇","summary":"Meta投下“深水炸弹”，拟跨界进军云基础设施服务、对外出售过剩AI算力资源，这一消息引发了美股上游存储芯片和光通信板块的集体暴跌","content":"<html><head></head><body><p style=\"text-align: left;\">港股存储概念股集体下挫，<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>跌超18%，<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>跌超15%，<a href=\"https://laohu8.com/S/03986\">兆易创新</a>跌超9%，<a href=\"https://laohu8.com/S/06809\">澜起科技</a>跌超7%。</p><p style=\"text-align: left;\">消息面上，<a href=\"https://laohu8.com/S/META\">Meta</a>投下“深水炸弹”，拟跨界进军云基础设施服务、对外出售过剩AI算力资源，这一消息引发了美股上游存储芯片和光通信板块的集体暴跌，今早韩国股市<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和海力士亦跟随大跌，一时间，市场预期从“无底线抢购”走向了“算力过剩”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f16d3d59bf5821dfb5e100f51ba239a6\" data-align=\"center\" tg-width=\"300\" 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class=\"title\">\nMeta跨界引爆“算力过剩”恐慌，存储芯片股遭血洗，两倍做多三星电子跌18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 10:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/live?channelId=USStock><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股存储概念股集体下挫，南方两倍做多三星电子跌超18%，南方两倍做多海力士跌超15%，兆易创新跌超9%，澜起科技跌超7%。消息面上，Meta投下“深水炸弹”，拟跨界进军云基础设施服务、对外出售过剩AI算力资源，这一消息引发了美股上游存储芯片和光通信板块的集体暴跌，今早韩国股市三星电子和海力士亦跟随大跌，一时间，市场预期从“无底线抢购”走向了“算力过剩”。</p>\n\n<a href=\"https://www.gelonghui.com/live?channelId=USStock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"DRAM":"Roundhill Memory ETF","IEMG":"iShares Core MSCI Emerging Markets ETF","RAM":"2倍做多DRAM ETF-T-REX","BK4581":"高盛持仓","07747":"南方两倍做多三星电子","BK4543":"AI","SOCL":"社交媒体ETF-Global X","BK4585":"ETF&股票定投概念","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","FTXL":"First Trust Nasdaq Semiconductor ETF","EEMO":"Invesco 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