SSD / HDD

Components

Component breakdown

Confidence is a data-quality/consistency score, not a probability.

Invalidation: Re-evaluate only after NPI price confirmation returns and stays aligned for two weeks.

Evidence

Evidence

• 2026-11-05
  11月5日芯片与AI股遭抛售：费城半导体指数单日暴跌超12%创2020年以来最大跌幅，纳指6分钟抹平选后涨幅，英伟达跌约9%市值蒸发近4,500亿美元IT Home · impact 99
• 2026-11-06
  民主党大胜后市场逆转：周四纳斯达克100创2020年3月以来最大单日跌幅，存储芯片、光网络、AI半导体等板块单日跌12%至15%，周五芯片股一度反弹逾2.6%但标普500全周跌2.68%华尔街见闻 · impact 98
• 2026-11-05
  Q3 DRAM营收同比增长369%Electronics Weekly · impact 98
• 2026-11-05
  费城半导体指数单日暴跌12%创2020年3月以来最大跌幅，自6月22日高点累计跌超38%步入熊市，纳指100重挫逾6%华尔街见闻 · impact 98
• 2026-11-07
  SOX指数选举周前四天下跌15%、较6月中旬峰值累跌38%，杰富瑞称半导体现在抄底还太早华尔街见闻 · impact 97
• 2026-W18
  NPI 2026-W18 · 0.0%NuAxi NPI · stale

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