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 Planet Daily News: Short-term pressure was observed in the memory sector following the US market opening today, with Micron Technology and SanDisk both experiencing significant stock price declines. Analysis indicates that Samsung and SK Hynix previously announced investment plans totaling approximately 800 trillion Korean won to build new chip manufacturing hubs, which together account for roughly two-thirds of global memory chip production capacity. These new capacity expansion plans are likely to exert fresh expectations on the FY27–FY28 supply curve, reigniting market discussions on the industry's supply-demand balance. Market reactions have been divergent so far: DRAM/NAND direct-exposure stocks are under more pronounced pressure, while companies primarily engaged in memory architecture or hard drive businesses are showing relatively stronger resilience.

Industry insiders believe that this news does not alter the short-term supply-demand dynamics for the second half of 2026, but it may weaken the market's recent optimistic expectations of "supply discipline driving price increases." Going forward, new price or demand data will be needed to support the valuation expansion narrative. (APNews)