港股存储概念股午后跌幅扩大两倍做多三星电子暴跌30% 大摩预警：或触顶点

新浪港股07-02

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　　7月2日消息，港股存储概念股午后跌幅进一步扩大，南方两倍做多三星电子暴跌近30%，南方两倍做多海力士跌超28%，兆易创新跌超18%，澜起科技跌超16%。

　　摩根士丹利首席股票策略师 Mike Wilson 发出警示：半导体股票的价格动能正在逼近历史极值，其走势与今年早些时候白银股的轨迹高度相似——而后者在短暂狂欢后迅速哑火。他认为，这一轮动能"顶点"或许已在如期上演，更具可持续性的市场宽基化行情将接棒主导。

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src=\"http://n.sinaimg.cn/finance/transform/480/w351h129/20260702/66c8-cd0c348ec805e83b68b4a6a336dbace0.png\"/><span></span></div>\n<p>　　<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席股票策略师 Mike Wilson 发出警示：半导体股票的价格动能正在逼近历史极值，其走势与今年早些时候白银股的轨迹高度相似——而后者在短暂狂欢后迅速哑火。他认为，这一轮动能\"顶点\"或许已在如期上演，更具可持续性的市场宽基化行情将接棒主导。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郝欣煜 </p>\n</div></body></html>","source":"sina","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>港股存储概念股午后跌幅扩大 两倍做多三星电子暴跌30% 大摩预警：或触顶点</title>\n<style 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href=\"https://laohu8.com/S/603986\">兆易创新</a>跌超18%，<a href=\"https://laohu8.com/S/688008\">澜起科技</a>跌超16%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/480/w351h129/20260702/66c8-cd0c348ec805e83b68b4a6a336dbace0.png\"/><span></span></div>\n<p>　　<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席股票策略师 Mike Wilson 发出警示：半导体股票的价格动能正在逼近历史极值，其走势与今年早些时候白银股的轨迹高度相似——而后者在短暂狂欢后迅速哑火。他认为，这一轮动能\"顶点\"或许已在如期上演，更具可持续性的市场宽基化行情将接棒主导。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郝欣煜 </p>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.sina.com.cn/stock/hkstock/2026-07-02/doc-inifkywa4211119.shtml\">新浪港股</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0320765646.SGD","symbol_name":"FTIF - Franklin Income A MDIS 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港股存储概念股午后跌幅扩大 两倍做多三星电子暴跌30% 大摩预警：或触顶点

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港股存储概念股午后跌幅扩大两倍做多三星电子暴跌30% 大摩预警：或触顶点