长鑫科技(688825.SH)上市引发竞争担忧美股存储芯片板块遭抛售 SK海力士(SKHY.US)跌破发行价

智通财经07-28

智通财经APP获悉，在人工智能(AI)基础设施投资担忧升温及存储芯片厂商长鑫存储母公司长鑫科技(688825.SH)强势上市等多重因素影响下，全球存储芯片板块周一遭遇大幅抛售。SK海力士(SKHY.US)美国存托凭证上市不足一个月便跌破发行价，美光科技(MU.US)、闪迪(SNDK.US)等存储芯片股同步走低。周一，SK海力士ADR一度下跌10%，最低触及139.01美元，跌破7月9日IPO时...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2654026865?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-07-28 06:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2654026865","market":"us","top_or_hot":-1,"title":"长鑫科技(688825.SH)上市引发竞争担忧 美股存储芯片板块遭抛售 SK海力士(SKHY.US)跌破发行价","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，在人工智能(AI)基础设施投资担忧升温及存储芯片厂商长鑫存储母公司长鑫科技(688825.SH)强势上市等多重因素影响下，全球存储芯片板块周一遭遇大幅抛售。SK海力士(SKHY.US)美国存托凭证上市不足一个月便跌破发行价，美光科技(MU.US)、闪迪(SNDK.US)等存储芯片股同步走低。周一，SK海力士ADR一度下跌10%，最低触及139.01美元，跌破7月9日IPO时...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1472849.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>长鑫科技(688825.SH)上市引发竞争担忧 美股存储芯片板块遭抛售 SK海力士(SKHY.US)跌破发行价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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长鑫科技(688825.SH)上市引发竞争担忧 美股存储芯片板块遭抛售 SK海力士(SKHY.US)跌破发行价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-28 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1472849.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在人工智能(AI)基础设施投资担忧升温及存储芯片厂商长鑫存储母公司长鑫科技(688825.SH)强势上市等多重因素影响下，全球存储芯片板块周一遭遇大幅抛售。SK海力士(SKHY.US)美国存托凭证上市不足一个月便跌破发行价，美光科技(MU.US)、闪迪(SNDK.US)等存储芯片股同步走低。周一，SK海力士ADR一度下跌10%，最低触及139.01美元，跌破7月9日IPO时...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1472849.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FTXL","symbol_name":"First Trust Nasdaq Semiconductor ETF","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1472849.html","article_id":"2654026865","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2654026865","pubTimestamp":1785189600,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，在人工智能基础设施投资担忧升温及存储芯片厂商长鑫存储母公司长鑫科技强势上市等多重因素影响下，全球存储芯片板块周一遭遇大幅抛售。SK海力士美国存托凭证上市不足一个月便跌破发行价，美光科技、闪迪等存储芯片股同步走低。此次IPO募资规模高达265亿美元，创下今年全球最大IPO之一。另一方面，长鑫科技周一登陆上交所，进一步加剧市场对行业竞争的担忧。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"688825":"长鑫科技","FTXL":"First Trust Nasdaq Semiconductor ETF","SKHZ":"1倍做空海力士ETF-Leverage Shares","RAM":"2倍做多DRAM ETF-T-REX","EDZ":"新兴市场ETF-Direxion三倍做空","SK":"2倍做多海力士ETF-Corgi","SKDD":"2倍做空海力士ETF-GraniteShares","09747":"南方两倍做多三星电子-U","MUZ":"2倍做空MU ETF-Defiance","MIC":"2倍做多MU ETF-Corgi","MUYY":"GraniteShares YieldBOOSTMU ETF","BK4141":"半导体产品","SKUU":"2倍做多海力士ETF-GraniteShares","HYNX":"2倍做多海力士ETF-T-REX","MULL":"2倍做多MU ETF-GraniteShares","MUU":"2倍做多MU ETF-Direxion","EEMO":"Invesco S&P Emerging Markets Momentum ETF","IPOS":"Renaissance International IPO ETF","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","DRMP":"Tuttle Capital Memory Stack Income Blast ETF","SKHYV":"SK海力士-WI","MUD":"1倍做空MU ETF-Direxion","DRMY":"XFUNDS Memory Income ETF","SKHY":"SK海力士","DRAL":"2倍做多DRAM ETF-Defiance","SKHU":"2倍做多海力士-ProShares","BK4588":"碎股","DISK":"Tema Memory ETF","DRAM":"Roundhill Memory ETF","SKHX":"2倍做多海力士ETF-Leverage Shares"},"translate_title":"Changxin Technology (688825.SH) Listing Raises Competition Concerns U.S. Stocks Memory Chip Sector Sells SK Hynix (SKHY.US) Drops Below Issue Price","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4e6958cce76bff04b81f3e8b5f45bf5b","symbols_score_info":{"688825":1.5,"EEMO":1.5,"SKDD":0.6,"FTXL":1.5,"MUU":0.6,"SKHU":0.6,"SKHY":1.5,"DRMP":1.5,"DISK":1.5,"SKHZ":0.6,"MUD":1.5,"SKHX":0.6,"09747":1.5,"MULL":0.6,"07709":0.6,"MUZ":0.6,"MIC":0.6,"MUYY":0.6,"RAM":1.5,"IPOS":1.5,"DRAM":1.5,"EDZ":1.5,"SK":0.6,"DRAL":0.6,"SKHYV":0.6,"HYNX":0.6,"SKUU":0.6,"DRMY":1.5,"HBMX":1.5},"content_text":"智通财经APP获悉，在人工智能(AI)基础设施投资担忧升温及存储芯片厂商长鑫存储母公司长鑫科技(688825.SH)强势上市等多重因素影响下，全球存储芯片板块周一遭遇大幅抛售。SK海力士(SKHY.US)美国存托凭证上市不足一个月便跌破发行价，美光科技(MU.US)、闪迪(SNDK.US)等存储芯片股同步走低。周一，SK海力士ADR一度下跌10%，最低触及139.01美元，跌破7月9日IPO时149美元的发行价，最终收报143.02美元，较发行价低约4%。此次IPO募资规模高达265亿美元，创下今年全球最大IPO之一。与此同时，费城半导体指数延续近期跌势，收于5月19日以来最低水平，显示市场持续撤离此前涨幅较大的AI半导体板块。分析人士认为，本轮调整主要受到AI基础设施投资担忧加剧影响。此前有报道称，英伟达(NVDA.US)正洽谈总规模超过7500亿美元的AI基础设施项目，并计划为OpenAI相关数据中心项目提供融资支持，引发市场对AI产业链资本开支持续扩大的担忧。受此影响，英伟达信用违约掉期价格周一创下有记录以来最大单日涨幅，投资者风险偏好明显降温。值得注意的是，就在股价大跌之际，SK海力士宣布将与英伟达合作，在韩国建设总规模超过2吉瓦(GW)的AI数据中心，相当于可满足约150万户家庭的用电需求。其中，由SK Telecom建设的首座“AI工厂”(AI Factory)预计将于明年投入运营。不过，这一利好消息未能提振股价，市场关注焦点仍集中于AI产业持续攀升的资本投入及未来回报前景。另一方面，长鑫科技周一登陆上交所，进一步加剧市场对行业竞争的担忧。该股上市首日股价大涨466%，市值迅速升至约4840亿美元。公司主营DRAM存储芯片，与SK海力士、美光及三星电子构成直接竞争。与此同时，另一家国内存储芯片厂商长江存储也预计将于今年晚些时候启动IPO，其主营NAND Flash闪存产品，将与美光、闪迪及SK海力士展开竞争。受市场情绪拖累，美光周一收跌2.25%，闪迪跌幅则达到11.02%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2654026865","isCrawlerRequest":true}

长鑫科技(688825.SH)上市引发竞争担忧 美股存储芯片板块遭抛售 SK海力士(SKHY.US)跌破发行价

精彩评论

长鑫科技(688825.SH)上市引发竞争担忧美股存储芯片板块遭抛售 SK海力士(SKHY.US)跌破发行价