分析：美股存储板块回调或因三星与SK海力士供应扩张预期

Odaily reported that the U.S. stock market's storage sector faced pressure after today's opening, with shares of Micron Technology and SanDisk both falling sharply. Analysts pointed out that Samsung and SK Hynix previously announced an investment plan of approximately 800 trillion Korean won to build new chip manufacturing hubs, which together account for about two-thirds of global memory chip production capacity. This new capacity plan may put fresh pressure on the FY27–FY28 supply curve, reigniting market discussions on the balance of supply and demand in the industry. Currently, market reactions have shown divergence: direct DRAM/NAND stocks are under more significant pressure, while companies primarily focused on storage architecture or hard drive businesses have shown relative resilience.

Industry insiders believe that this news does not change the short-term supply and demand dynamics for the second half of 2026, but it may weaken the market's recent optimistic expectations of "price increases driven by supply discipline." The industry will still need new price or demand data to support valuation expansion logic going forward. (APNews)