存储“超级牛市”仍未结束？闪迪被香橼做空后重回前高、韩国存储双雄股价创历史新高

格隆汇02-26

格隆汇2月26日｜据经济观察报，在存储芯片行业超级周期引发的大牛市下，知名做空机构香橼研究突然做空美股存储龙头闪迪，香橼称目前存储供应紧张仅为暂时现象，一旦主要厂商良率修复并释放产能，供需格局可能在一次财报电话会议中彻底逆转。24日香橼报告发布后，闪迪股价立即承压，盘中最低触及612.92美元（较前收跌约8%），最终收于638.52美元，下跌4.20%。不过，仅仅两个交易日后，香橼做空报告对闪迪的...

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