[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioaea3ebd8":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioaea3ebd8","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)跌破发行价","\u002Fdoc\u002Fdcioaea3ebd8","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Ch1>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Gothic';\">长鑫科技\u003C\u002Fspan>(688825.SH)\u003Cspan style=\"font-family: 'MS Gothic';\">上市引发竞争担忧\u003C\u002Fspan>-\u003Cspan style=\"font-family: 'MS Gothic';\">美股存储芯片板块遭抛售\u003C\u002Fspan>-SK\u003Cspan style=\"font-family: 'MS Gothic';\">海力士\u003C\u002Fspan>(SKHY)\u003Cspan style=\"font-family: 'MS Gothic';\">跌破发行价\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fh1>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">美股投资网获悉，在人工智能\u003C\u002Fspan>(AI)\u003Cspan style=\"font-family: 'MS Mincho';\">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\u003C\u002Fspan>(688825.SH)\u003Cspan style=\"font-family: 'MS Mincho';\">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。\u003C\u002Fspan>SK\u003Cspan style=\"font-family: 'MS Mincho';\">海力士\u003C\u002Fspan>(SKHY)\u003Cspan style=\"font-family: 'MS Mincho';\">美国存托凭证上市不足一个月便跌破发行价，美光科技\u003C\u002Fspan>(MU)\u003Cspan style=\"font-family: 'MS Mincho';\">、闪迪\u003C\u002Fspan>(SNDK)\u003Cspan style=\"font-family: 'MS Mincho';\">等存储芯片股同步走低。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">周一，\u003C\u002Fspan>SK\u003Cspan style=\"font-family: 'MS Mincho';\">海力士\u003C\u002Fspan>ADR\u003Cspan style=\"font-family: 'MS Mincho';\">一度下跌\u003C\u002Fspan>10%\u003Cspan style=\"font-family: 'MS Mincho';\">，最低触及\u003C\u002Fspan>139.01\u003Cspan style=\"font-family: 'MS Mincho';\">美元，跌破\u003C\u002Fspan>7\u003Cspan style=\"font-family: 'MS Mincho';\">月\u003C\u002Fspan>9\u003Cspan style=\"font-family: 'MS Mincho';\">日\u003C\u002Fspan>IPO\u003Cspan style=\"font-family: 'MS Mincho';\">时\u003C\u002Fspan>149\u003Cspan style=\"font-family: 'MS Mincho';\">美元的发行价，最终收报\u003C\u002Fspan>143.02\u003Cspan style=\"font-family: 'MS Mincho';\">美元，较发行价低约\u003C\u002Fspan>4%\u003Cspan style=\"font-family: 'MS Mincho';\">。此次\u003C\u002Fspan>IPO\u003Cspan style=\"font-family: 'MS Mincho';\">募资规模高达\u003C\u002Fspan>265\u003Cspan style=\"font-family: 'MS Mincho';\">亿美元，创下今年全球最大\u003C\u002Fspan>IPO\u003Cspan style=\"font-family: 'MS Mincho';\">之一。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">与此同时，费城半导体指数延续近期跌势，收于\u003C\u002Fspan>5\u003Cspan style=\"font-family: 'MS Mincho';\">月\u003C\u002Fspan>19\u003Cspan style=\"font-family: 'MS Mincho';\">日以来最低水平，显示市场持续撤离此前涨幅较大的\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">半导体板块。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">分析人士认为，本轮调整主要受到\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">基础设施投资担忧加剧影响。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">此前有报道称，英伟达\u003C\u002Fspan>(NVDA)\u003Cspan style=\"font-family: 'MS Mincho';\">正洽谈总规模超过\u003C\u002Fspan>7500\u003Cspan style=\"font-family: 'MS Mincho';\">亿美元的\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">基础设施项目，并计划为\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: 'MS Mincho';\">相关数据中心项目提供融资支持，引发市场对\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">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。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">值得注意的是，就在股价大跌之际，\u003C\u002Fspan>SK\u003Cspan style=\"font-family: 'MS Mincho';\">海力士宣布将与英伟达合作，在韩国建设总规模超过\u003C\u002Fspan>2\u003Cspan style=\"font-family: 'MS Mincho';\">吉瓦\u003C\u002Fspan>(GW)\u003Cspan style=\"font-family: 'MS Mincho';\">的\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">数据中心，相当于可满足约\u003C\u002Fspan>150\u003Cspan style=\"font-family: 'MS Mincho';\">万户家庭的用电需求。其中，由\u003C\u002Fspan>SK Telecom\u003Cspan style=\"font-family: 'MS Mincho';\">建设的首座\u003C\u002Fspan>“AI\u003Cspan style=\"font-family: 'MS Mincho';\">工厂\u003C\u002Fspan>”(AI Factory)\u003Cspan style=\"font-family: 'MS Mincho';\">预计将于明年投入运营。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">不过，这一利好消息未能提振股价，市场关注焦点仍集中于\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">产业持续攀升的资本投入及未来回报前景。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">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\u003C\u002Fspan>466%\u003Cspan style=\"font-family: 'MS Mincho';\">，市值迅速升至约\u003C\u002Fspan>4840\u003Cspan style=\"font-family: 'MS Mincho';\">亿美元。公司主营\u003C\u002Fspan>DRAM\u003Cspan style=\"font-family: 'MS Mincho';\">存储芯片，与\u003C\u002Fspan>SK\u003Cspan style=\"font-family: 'MS Mincho';\">海力士、美光及三星电子构成直接竞争。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">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\u003C\u002Fspan>IPO\u003Cspan style=\"font-family: 'MS Mincho';\">，其主营\u003C\u002Fspan>NAND Flash\u003Cspan style=\"font-family: 'MS Mincho';\">闪存产品，将与美光、闪迪及\u003C\u002Fspan>SK\u003Cspan style=\"font-family: 'MS Mincho';\">海力士展开竞争。受市场情绪拖累，美光周一收跌\u003C\u002Fspan>2.25%\u003Cspan style=\"font-family: 'MS Mincho';\">，闪迪跌幅则达到\u003C\u002Fspan>11.02%\u003Cspan style=\"font-family: 'MS Mincho';\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FC\u002FCHIP\u002FCHIP.jpg","2026-07-28T14:44:45","2026.07.28","2026\u002F07\u002F28",54990,[22],"Chip","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]