記憶體類股今日盤中表現疲軟，中回正龍組廠走揚整體整體下跌2.73%，檔修但部資金明顯撤出。遇壓其中指標股如旺宏重挫逾8%，分模南亞科、逆勢威剛跌幅也超過3%，關注顯示先前漲多後，市況獲利了結賣壓沉重。變化不過，產業宇瞻卻逆勢攻上漲停，即時記憶欧易交易所全球站软件商丞也小幅上漲，呈現個股分歧走勢。主要原因可能來自於近期記憶體概念股波段漲幅已高，在大盤震盪之際，市場對短期旺季不旺的雜音出現，加上地緣政治風險，投資人趨向保守觀望，導致資金部分流出高位階個股。
記憶體族群的短期走勢仍將受到國際NAND Flash及DRAM現貨報價影響。儘管市場普遍預期下半年報價將緩步回升，但今日的修正可能反映了部分投資人對景氣復甦步調的疑慮。後續需密切觀察下游PC、手機、伺服器等終端需求是否能有效去化庫存，以及供應商的減產態度是否維持，這些都將是決定族群能否止穩並重啟攻勢的關鍵因素。
考量記憶體類股今日呈現較大跌幅，短期操作建議應謹慎應對，避免追高殺低。特別是漲多個股，更應留意量價關係，判斷是否已止穩。對於有興趣的投資人，可待籌碼沉澱後，選擇具備基本面支撐、且股價回檔至關鍵支撐區的個股，採分批佈局策略，而非一次性重押。中長線而言，記憶體產業預期將逐步走出谷底，但短期波動仍大，逢低佈局仍需耐心等待景氣確認好轉的訊號。
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