$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

$英伟达(NVDA)$

$希捷科技(STX)$

$台积电(TSM)$

$英伟达(NVDA)$

$特斯拉(TSLA)$

美光：亮点增长点：HBM4，云计算存储业务

四大业务板块：

云内存

数据中心

移动与客户端

汽车与嵌入式

HBM短缺200%，透支到27年，具体要看市场情绪冷却，在周期狂热期保持冷静，看下一季度财报，或者英伟达GPU订单具体怎么分配

竞争对手三星，SK

最大的危险：如果三星未来推出HBM，英伟达甩订单，美光利润率一定会下滑

对手（三星，海力士）（传统存储长江，合肥长兴）

综上美光1个月内不到220-165放弃，风险评估略高，没有行业壁垒，透支AI算力存储产能跟不上仅依赖提价！

感谢关注，欢迎高净值人群，三观合，一起交流！

微信公众号：HopeLee OnePiece

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