机构称存储芯片供应紧张是“海市蜃楼” 周期顶部近在咫尺_老虎社区_美港股上老虎

机构称存储芯片供应紧张是“海市蜃楼” 周期顶部近在咫尺

手机中国02-25

【CNMO科技消息】据《上海证券报》消息，当地时间2月24日，知名做空机构香橼资本（Citron Research）在社交媒体发布做空声明，直指市场对闪迪（SNDK）的定价逻辑存在根本性错误，认为当前存储芯片行业的供应紧张局面只是“海市蜃楼”，行业周期顶部已近在眼前。声明发布后，周二早盘，闪迪股价迅速跳水，午盘之初虽一度短线转涨，但随后跌幅再度扩大，盘中一度跌近8%，最终收跌4.2%。值得注意的是...

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