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- 知足常乐0219知足常乐0219
  ·06-24
  24小时了，终于被你们找到一个理由了
  存储暴跌！韩媒：英伟达Rubin预期减产，SK海力士HBM4扩产放缓
  一篇韩国媒体报道，引发全球存储股连锁暴跌，美股盘中美光大跌13%。据报道，英伟达Rubin芯片生产预测下调，SK海力士放缓HBM4扩产、转向利润率反超HBM逾15个百分点的通用DRAM市场，令AI基础设施需求前景骤生疑云。
  存储暴跌！韩媒：英伟达Rubin预期减产，SK海力士HBM4扩产放缓
  31 评论
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- 知足常乐0219知足常乐0219
  ·06-02
  $闪迪(SNDK)$ 能争气点吗
  161 评论
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- 知足常乐0219知足常乐0219
  ·02-24
  加油，砸不下来算你没本事
  知名做空机构香橼称正在做空闪迪，指存储芯片市场繁荣为“供应幻象”
  指当前存储芯片市场繁荣为“供应幻象”。
  知名做空机构香橼称正在做空闪迪，指存储芯片市场繁荣为“供应幻象”
  598 评论
  6
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- 知足常乐0219知足常乐0219
  ·2024-04-04
  $英伟达(NVDA)$ 天天都是跳水
  2,971 评论
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- 知足常乐0219知足常乐0219
  ·2024-03-18
  $英伟达(NVDA)$ 快跌下来吧，别装了
  2,280 评论
  3
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- 知足常乐0219知足常乐0219
  ·2024-02-06
  $虎牙(HUYA)$ 抖音可以播英雄联盟了，真是天雷滚滚啊
  2,907 评论
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- 知足常乐0219知足常乐0219
  ·2021-07-12
  $维珍银河(SPCE)$吃了那么多亏，这次终于长记性了。盘前出完了
  4,215 1
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- 知足常乐0219知足常乐0219
  ·2021-03-26
  $老虎证券(TIGR)$盘前骗炮，早就看透你了
  3,590 评论
  1
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- 知足常乐0219知足常乐0219
  ·2021-03-26
  $特斯拉(TSLA)$盘前又骗炮
  3,856 评论
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- 知足常乐0219知足常乐0219
  ·2021-03-26
  $老虎证券(TIGR)$要跳水，你们信不信
  3,432 评论
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07:38","market":"sh","language":"zh","title":"存储暴跌！韩媒：英伟达Rubin预期减产，SK海力士HBM4扩产放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=2645569548","media":"华尔街见闻","summary":"一篇韩国媒体报道，引发全球存储股连锁暴跌，美股盘中美光大跌13%。据报道，英伟达Rubin芯片生产预测下调，SK海力士放缓HBM4扩产、转向利润率反超HBM逾15个百分点的通用DRAM市场，令AI基础设施需求前景骤生疑云。","content":"<html><head></head><body><p style=\"text-align: left;\">韩国一篇行业报道在全球市场引发连锁反应，将高带宽存储芯片供应前景的隐忧推至台前。</p><p style=\"text-align: left;\">据韩国媒体23日报道，<strong>SK海力士正在放缓第六代高带宽存储芯片（HBM4）的量产扩张节奏，并将资源重新倾斜至通用型DRAM市场。</strong></p><p style=\"text-align: left;\">这一消息成为触发存储股大幅回调的导火索。彭博社与CNBC均援引消息称，&#34;交易员将矛头指向一篇韩国媒体报道——SK海力士正在放缓AI存储芯片扩产，并将重心转回通用型DRAM&#34;。</p><p style=\"text-align: left;\">由于存储股约占韩国综合指数（KOSPI）权重的60%，韩国股市随即暴跌逾10%，并触发熔断机制，恐慌情绪随后向全球市场蔓延。</p><p style=\"text-align: left;\">报道援引一名熟悉SK海力士内部情况的人士表示，鉴于<strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>下一代芯片&#34;Rubin&#34;的生产预测持续下调</strong>，该公司管理层已无必要加速推进向HBM4的产线转换。此番表态令市场对高端AI基础设施的需求前景产生质疑，并对英伟达等相关产业链构成压力。</p><p style=\"text-align: left;\"><span>周二美光收跌13%，西部数据收跌8.5%。</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/689cffb398525f14233f6be8df3d0d70\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left;\"><strong>通用DRAM利润率反超HBM，促使SK海力士重新配置资源</strong></h2><p style=\"text-align: left;\">韩国媒体报道的核心逻辑在于存储市场内部的盈利结构变化。</p><p style=\"text-align: left;\">截至今年一季度，通用型DRAM与HBM之间的营业利润率差距已扩大至逾15个百分点，通用DRAM反而占据优势。大信证券预计，通用DRAM的营业利润率在年内理论峰值可达90%。</p><p style=\"text-align: left;\">在此背景下，SK海力士据报正延迟将部分第五代HBM（HBM3E）产线转换为HBM4的计划，转而加大对通用DRAM市场的供应响应能力。SK海力士管理层不得不正视竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>已通过通用DRAM获取丰厚利润这一现实。</p><p style=\"text-align: left;\">SK海力士在一季度财报中亦披露，DRAM平均售价已升至60%中段水平，并与<a href=\"https://laohu8.com/S/MSFT\">微软</a>签署了一份为期三年的DDR5供应合同，外界普遍将此解读为公司在通用DRAM领域锁定长期收益能见度的举措。</p><h2 style=\"text-align: left;\"><strong>华尔街看多DRAM周期，HBM市场份额存分歧</strong></h2><p style=\"text-align: left;\">多家海外投行的研判与上述战略取向相互印证。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GS\">高盛</a>认为，SK海力士至少在2026年前维持HBM3及HBM3E合计逾50%的市场主导地位即已足够；</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>则将整体存储价格周期而非HBM份额保卫战视为SK海力士估值的核心驱动因素，并基于DRAM均价至2026年将上涨62%的预测，将盈利预测上调56%至63%。</p><p style=\"text-align: left;\">然而，HBM4扩产放缓也为竞争对手打开了窗口。</p><p style=\"text-align: left;\">据Counterpoint Research数据，SK海力士去年四季度HBM市场份额为57%，但若<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>在今年下半年成功实现HBM4量产，SK海力士的份额或逐步收窄至50%至60%区间。</p><h2 style=\"text-align: left;\"><strong>高端AI供应链压力浮现，英伟达Rubin系统备受关注</strong></h2><p style=\"text-align: left;\">此次报道引发市场波动，折射出投资者对高端AI基础设施建设节奏的深层担忧。</p><p style=\"text-align: left;\">SK海力士知情人士在报道中明确提及，英伟达下一代&#34;Rubin&#34;芯片的生产预测正在下调，这一表述直接冲击了市场对HBM4需求强劲的预期。</p><p style=\"text-align: left;\">从更宏观视角来看，这一动向也与高端英伟达系统的推进困境相呼应。搭载HBM4的Vera Rubin机架因存储价格大幅攀升推高整体成本，令超大规模数据中心运营商的利润空间承压。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdda390a5edae7a8d4ae122aef51241d\" data-align=\"center\" tg-width=\"1014\" tg-height=\"610\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0495120ef2ea93732c79782a9e8294e4\" data-align=\"center\" tg-width=\"764\" tg-height=\"429\"/><span></span></p><p style=\"text-align: left;\">SK海力士此次放缓HBM4扩张，究竟是主动管理定价节奏的战略选择，还是终端需求走软的信号，目前市场尚存分歧，但其触发的全球风险规避情绪已然真实落地。</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>存储暴跌！韩媒：英伟达Rubin预期减产，SK海力士HBM4扩产放缓</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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存储暴跌！韩媒：英伟达Rubin预期减产，SK海力士HBM4扩产放缓\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\">2026-06-24 07:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">韩国一篇行业报道在全球市场引发连锁反应，将高带宽存储芯片供应前景的隐忧推至台前。</p><p style=\"text-align: left;\">据韩国媒体23日报道，<strong>SK海力士正在放缓第六代高带宽存储芯片（HBM4）的量产扩张节奏，并将资源重新倾斜至通用型DRAM市场。</strong></p><p style=\"text-align: left;\">这一消息成为触发存储股大幅回调的导火索。彭博社与CNBC均援引消息称，&#34;交易员将矛头指向一篇韩国媒体报道——SK海力士正在放缓AI存储芯片扩产，并将重心转回通用型DRAM&#34;。</p><p style=\"text-align: left;\">由于存储股约占韩国综合指数（KOSPI）权重的60%，韩国股市随即暴跌逾10%，并触发熔断机制，恐慌情绪随后向全球市场蔓延。</p><p style=\"text-align: left;\">报道援引一名熟悉SK海力士内部情况的人士表示，鉴于<strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>下一代芯片&#34;Rubin&#34;的生产预测持续下调</strong>，该公司管理层已无必要加速推进向HBM4的产线转换。此番表态令市场对高端AI基础设施的需求前景产生质疑，并对英伟达等相关产业链构成压力。</p><p style=\"text-align: left;\"><span>周二美光收跌13%，西部数据收跌8.5%。</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/689cffb398525f14233f6be8df3d0d70\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left;\"><strong>通用DRAM利润率反超HBM，促使SK海力士重新配置资源</strong></h2><p style=\"text-align: left;\">韩国媒体报道的核心逻辑在于存储市场内部的盈利结构变化。</p><p style=\"text-align: left;\">截至今年一季度，通用型DRAM与HBM之间的营业利润率差距已扩大至逾15个百分点，通用DRAM反而占据优势。大信证券预计，通用DRAM的营业利润率在年内理论峰值可达90%。</p><p style=\"text-align: left;\">在此背景下，SK海力士据报正延迟将部分第五代HBM（HBM3E）产线转换为HBM4的计划，转而加大对通用DRAM市场的供应响应能力。SK海力士管理层不得不正视竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>已通过通用DRAM获取丰厚利润这一现实。</p><p style=\"text-align: left;\">SK海力士在一季度财报中亦披露，DRAM平均售价已升至60%中段水平，并与<a href=\"https://laohu8.com/S/MSFT\">微软</a>签署了一份为期三年的DDR5供应合同，外界普遍将此解读为公司在通用DRAM领域锁定长期收益能见度的举措。</p><h2 style=\"text-align: left;\"><strong>华尔街看多DRAM周期，HBM市场份额存分歧</strong></h2><p style=\"text-align: left;\">多家海外投行的研判与上述战略取向相互印证。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GS\">高盛</a>认为，SK海力士至少在2026年前维持HBM3及HBM3E合计逾50%的市场主导地位即已足够；</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>则将整体存储价格周期而非HBM份额保卫战视为SK海力士估值的核心驱动因素，并基于DRAM均价至2026年将上涨62%的预测，将盈利预测上调56%至63%。</p><p style=\"text-align: left;\">然而，HBM4扩产放缓也为竞争对手打开了窗口。</p><p style=\"text-align: left;\">据Counterpoint Research数据，SK海力士去年四季度HBM市场份额为57%，但若<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>在今年下半年成功实现HBM4量产，SK海力士的份额或逐步收窄至50%至60%区间。</p><h2 style=\"text-align: left;\"><strong>高端AI供应链压力浮现，英伟达Rubin系统备受关注</strong></h2><p style=\"text-align: left;\">此次报道引发市场波动，折射出投资者对高端AI基础设施建设节奏的深层担忧。</p><p style=\"text-align: left;\">SK海力士知情人士在报道中明确提及，英伟达下一代&#34;Rubin&#34;芯片的生产预测正在下调，这一表述直接冲击了市场对HBM4需求强劲的预期。</p><p style=\"text-align: left;\">从更宏观视角来看，这一动向也与高端英伟达系统的推进困境相呼应。搭载HBM4的Vera Rubin机架因存储价格大幅攀升推高整体成本，令超大规模数据中心运营商的利润空间承压。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdda390a5edae7a8d4ae122aef51241d\" data-align=\"center\" tg-width=\"1014\" tg-height=\"610\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0495120ef2ea93732c79782a9e8294e4\" data-align=\"center\" tg-width=\"764\" tg-height=\"429\"/><span></span></p><p style=\"text-align: left;\">SK海力士此次放缓HBM4扩张，究竟是主动管理定价节奏的战略选择，还是终端需求走软的信号，目前市场尚存分歧，但其触发的全球风险规避情绪已然真实落地。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) 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INC"},"source_url":"https://wallstreetcn.com/articles/3775325","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645569548","content_text":"韩国一篇行业报道在全球市场引发连锁反应，将高带宽存储芯片供应前景的隐忧推至台前。据韩国媒体23日报道，SK海力士正在放缓第六代高带宽存储芯片（HBM4）的量产扩张节奏，并将资源重新倾斜至通用型DRAM市场。这一消息成为触发存储股大幅回调的导火索。彭博社与CNBC均援引消息称，\"交易员将矛头指向一篇韩国媒体报道——SK海力士正在放缓AI存储芯片扩产，并将重心转回通用型DRAM\"。由于存储股约占韩国综合指数（KOSPI）权重的60%，韩国股市随即暴跌逾10%，并触发熔断机制，恐慌情绪随后向全球市场蔓延。报道援引一名熟悉SK海力士内部情况的人士表示，鉴于英伟达下一代芯片\"Rubin\"的生产预测持续下调，该公司管理层已无必要加速推进向HBM4的产线转换。此番表态令市场对高端AI基础设施的需求前景产生质疑，并对英伟达等相关产业链构成压力。周二美光收跌13%，西部数据收跌8.5%。通用DRAM利润率反超HBM，促使SK海力士重新配置资源韩国媒体报道的核心逻辑在于存储市场内部的盈利结构变化。截至今年一季度，通用型DRAM与HBM之间的营业利润率差距已扩大至逾15个百分点，通用DRAM反而占据优势。大信证券预计，通用DRAM的营业利润率在年内理论峰值可达90%。在此背景下，SK海力士据报正延迟将部分第五代HBM（HBM3E）产线转换为HBM4的计划，转而加大对通用DRAM市场的供应响应能力。SK海力士管理层不得不正视竞争对手三星电子已通过通用DRAM获取丰厚利润这一现实。SK海力士在一季度财报中亦披露，DRAM平均售价已升至60%中段水平，并与微软签署了一份为期三年的DDR5供应合同，外界普遍将此解读为公司在通用DRAM领域锁定长期收益能见度的举措。华尔街看多DRAM周期，HBM市场份额存分歧多家海外投行的研判与上述战略取向相互印证。高盛认为，SK海力士至少在2026年前维持HBM3及HBM3E合计逾50%的市场主导地位即已足够；摩根士丹利则将整体存储价格周期而非HBM份额保卫战视为SK海力士估值的核心驱动因素，并基于DRAM均价至2026年将上涨62%的预测，将盈利预测上调56%至63%。然而，HBM4扩产放缓也为竞争对手打开了窗口。据Counterpoint Research数据，SK海力士去年四季度HBM市场份额为57%，但若三星电子在今年下半年成功实现HBM4量产，SK海力士的份额或逐步收窄至50%至60%区间。高端AI供应链压力浮现，英伟达Rubin系统备受关注此次报道引发市场波动，折射出投资者对高端AI基础设施建设节奏的深层担忧。SK海力士知情人士在报道中明确提及，英伟达下一代\"Rubin\"芯片的生产预测正在下调，这一表述直接冲击了市场对HBM4需求强劲的预期。从更宏观视角来看，这一动向也与高端英伟达系统的推进困境相呼应。搭载HBM4的Vera Rubin机架因存储价格大幅攀升推高整体成本，令超大规模数据中心运营商的利润空间承压。SK海力士此次放缓HBM4扩张，究竟是主动管理定价节奏的战略选择，还是终端需求走软的信号，目前市场尚存分歧，但其触发的全球风险规避情绪已然真实落地。","news_type":1,"symbols_score_info":{"WDCX":0.6,"SNDU":0.6,"WDC":2,"MUD":0.6,"MU":2,"MUU":0.6,"STX":2,"MULL":0.6,"07709":1.87,"SNXX":0.6,"SNDK":2}},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570930529309080,"gmtCreate":1780411616882,"gmtModify":1780411853970,"author":{"id":"3556403993388650","authorId":"3556403993388650","name":"知足常乐0219","avatar":"https://static.tigerbbs.com/03504e2c1c9a0c9ab978f74b1dbd0f3c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556403993388650","idStr":"3556403993388650"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 能争气点吗","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 能争气点吗","text":"$闪迪(SNDK)$ 能争气点吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570930529309080","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536267020740152,"gmtCreate":1771945529732,"gmtModify":1771945532273,"author":{"id":"3556403993388650","authorId":"3556403993388650","name":"知足常乐0219","avatar":"https://static.tigerbbs.com/03504e2c1c9a0c9ab978f74b1dbd0f3c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556403993388650","idStr":"3556403993388650"},"themes":[],"title":"","htmlText":"加油，砸不下来算你没本事","listText":"加油，砸不下来算你没本事","text":"加油，砸不下来算你没本事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536267020740152","repostId":"1120902790","repostType":2,"repost":{"id":"1120902790","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1771944490,"share":"https://www.laohu8.com/m/news/1120902790?lang=zh_CN&edition=full","pubTime":"2026-02-24 22:48","market":"us","language":"zh","title":"知名做空机构香橼称正在做空闪迪，指存储芯片市场繁荣为“供应幻象”","url":"https://stock-news.laohu8.com/highlight/detail?id=1120902790","media":"老虎资讯综合","summary":"指当前存储芯片市场繁荣为“供应幻象”。","content":"<html><head></head><body><p><strong>知名做空机构香橼称正在做空 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> ，指当前存储芯片市场繁荣为“供应幻象”。</strong></p><p>香橼续称，市场正按照英伟达的逻辑给闪迪定价，但这存在一个致命问题：英伟达拥有护城河，而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业，而周期终会见顶。</p><p>闪迪盘中震荡下挫，截至发稿跌幅超5%。同时， <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌近3%， <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 跌2%， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 跌约1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/943ede7ba4aac71b369748ef6729a72f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1160973a09dc1249fa306fd91b9d84c\" title=\"\" tg-width=\"591\" tg-height=\"860\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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知名做空机构香橼称正在做空闪迪，指存储芯片市场繁荣为“供应幻象”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-24 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>知名做空机构香橼称正在做空 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> ，指当前存储芯片市场繁荣为“供应幻象”。</strong></p><p>香橼续称，市场正按照英伟达的逻辑给闪迪定价，但这存在一个致命问题：英伟达拥有护城河，而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业，而周期终会见顶。</p><p>闪迪盘中震荡下挫，截至发稿跌幅超5%。同时， <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌近3%， <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 跌2%， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 跌约1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/943ede7ba4aac71b369748ef6729a72f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1160973a09dc1249fa306fd91b9d84c\" title=\"\" tg-width=\"591\" tg-height=\"860\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42124aee3650a48de8abd3a477140231","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120902790","content_text":"知名做空机构香橼称正在做空 闪迪 ，指当前存储芯片市场繁荣为“供应幻象”。香橼续称，市场正按照英伟达的逻辑给闪迪定价，但这存在一个致命问题：英伟达拥有护城河，而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业，而周期终会见顶。闪迪盘中震荡下挫，截至发稿跌幅超5%。同时， 希捷科技 跌近3%， 西部数据 跌2%， 美光科技 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