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先开他个十倍
这波杀跌的利空逻辑相对清晰，一方面长鑫存储DRAM技术取得突破，市场开始担忧全球存储行业定价权会受到冲击，资金提前计价未来供给增加带来的利润率压力；另一方面费城半导体指数连续两日走弱，板块情绪向下，闪迪连带西部数据、SK海力士一众存储龙头同步被资金抛售，叠加美债利率走高、通胀数据扰动，成长芯片股进一步承压。
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