$英伟达(NVDA)_老虎社区_美港股上老虎

美光今日下跌4.71%，三星交出创纪录季度却仍不及投资者预期，反而点燃"AI存储需求见顶"的担忧，拖累整个内存板块。SK海力士登陆美股加剧竞争，外媒追问"美光与闪迪是否要为此埋单"。此前的乐观业绩指引与眼下的杀跌形成撕裂。连创纪录的季度都无法托底，存储超级周期是否已过拐点？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":517983006933704,"tweetId":"517983006933704","gmtCreate":1767489903014,"gmtModify":1767578669668,"author":{"id":4230012078870640,"idStr":"4230012078870640","authorId":4230012078870640,"authorIdStr":"4230012078870640","name":"万德财经","avatar":"https://static.tigerbbs.com/860e62b70e5ca94376672bfb7a2c60f2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"49a877d4c33848be98c508f35c54b35c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"美光跌4.71%，三星财报引爆AI存储见顶恐慌？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":49a877d4c33848be98c508f35c54b35c}&rnconfig={\"headerBarHidden\": true}","description":"美光今日下跌4.71%，三星交出创纪录季度却仍不及投资者预期，反而点燃\"AI存储需求见顶\"的担忧，拖累整个内存板块。SK海力士登陆美股加剧竞争，外媒追问\"美光与闪迪是否要为此埋单\"。此前的乐观业绩指引与眼下的杀跌形成撕裂。连创纪录的季度都无法托底，存储超级周期是否已过拐点？","image":"https://static.tigerbbs.com/5a2edc590b8e582c283baa633b6fab5f"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>表现不错，可以</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>表现不错，可以</p></body></html>","text":"$英伟达(NVDA)$ 表现不错，可以","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/517983006933704","repostId":0,"isVote":1,"tweetType":1,"viewCount":1724,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/517983006933704"}