异动解读｜慧荣科技盘前下跌5.51%，存储周期见顶担忧持续压制叠加板块前一交易日集体走弱余波延续

行情直击08-10

8月10日，慧荣科技盘前下跌5.51%，报244.75美元/股，成交额124.65万美元。存储周期见顶担忧持续压制股价，前一交易日存储板块集体走弱的负面情绪延续至盘前。

消息面上，伯恩斯坦最新数据显示，第三季度DRAM和NAND合约价格环比涨幅均收窄至约20%，较第二季度大幅放缓，涨价空间正受到需求端阻力与长期协议价格上限的双重压制。此前摩根士丹利亦发出存储周期见顶预警，内存合同价格预计将于第四季度见顶。尽管公司Q2财报大幅超预期且在FMS2026发布面向Agentic AI的新一代MonTitan SSD参考设计套件，但行业层面的周期性担忧仍主导短期定价。

（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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