$美光科技(MU)$_老虎社区_美港股上老虎

2025-12-25

$美光科技(MU)$ 甲骨文和博通财报把美光砸出了大坑，现在都填满了，还历史新高了

存储板块，上周五美光的董事花费800万美金增持了美光的股票，美光再度大涨8%，继续创出历史新高。近期三星、SK海力士、美光三大存储巨头已将超40%的先进DRAM产能转向HBM生产，挤压消费级内存产能，引发供应链紧张，花旗集团分析师认为，受AI智能体普及和AI CPU内存需求激增的驱动，存储芯片价格将在2026年出现失控式上涨。【大家觉得，存储板块，现在是风险更大or机会更大？你的操作策略是？】

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