内存股遭遇抛售被视为健康调整——市场快讯_老虎社区_美港股上老虎

内存股遭遇抛售被视为健康调整——市场快讯

投资观察03-27

美国内存股正遭遇投资者抛售，市场正据此对长期增长力道的担忧进行定价，摩根士丹利分析师表示。股东们对短期内的增长持乐观态度，因为内存短缺正在推高价格，但分析师指出，市场对于这种增长步伐能否在未来持续下去缺乏信心。闪迪股价下跌9%，而美光科技跌幅达6%。分析师认为，考虑到近几个月的涨幅，此次抛售是一次健康的调整，但他们相信需求足以刺激长期增长。

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