存储与内存股业绩强劲仍持续下跌
据 Bloomberg 报道，Sandisk、Micron、Seagate 和 Western Digital 曾是 2026 年上半年涨幅最大的股票之一，但自 6 月底以来已跌入标普 500 指数最差 10%。自 7 月初以来，Sandisk 和 Western Digital 跌幅超过 44%，Seagate 跌 33%，Micron 跌 22%；不过四家公司年内仍为上涨，Sandisk 领先，涨幅接近 430%。Western Digital 上周四营收同比增长 55% 至 43.8 亿美元并超出预期，同时将股息提高 17%，但周五股价仍下跌 3%。投资者开始质疑债务支持的 AI 支出还能持续多久，Gartner 本月警告到 2030 年可能有超过 3.5 万亿美元的 AI 基础设施支出面临减值；韩国 SK Hynix 股价在 6 月至 8 月间已损失约一半市值。
这轮下跌显示投资者正在重新评估 AI 驱动的内存盈利热潮及其背后的债务融资可持续性，Gartner 提示到 2030 年或有超过 3.5 万亿美元 AI 基础设施支出面临减值。
Sandisk, Micron, Seagate and Western Digital were among the top stocks of early 2026 but have dropped to the S&P 500’s bottom 10% since July, Bloomberg reported. Western Digital fell even after beating forecasts. Investors doubt how long debt-funded AI spending can last.
Sandisk, Micron, Seagate and Western Digital were among the stock market’s biggest winners in the first half of 2026. Since the end of June, all four have been in the bottom 10% of the S&P 500, Bloomberg reported, and strong results have not stopped the slide.
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