HBM的重大需求不光_老虎社区_美港股上老虎

HBM的重大需求不光是英伟达一家的事。后面ASIC芯片会有更多厂商做，而且大部分大厂会像之前做安卓手机一样，做自己的芯片。这方面的存储需求还会更大 $美光科技(MU)$ $博通(AVGO)$

增加240亿美元NAND制造投资的美光收涨超5%，STX财报全面超预期，盘后大涨，并且带动相关概念大涨——南方两倍做多海力士续涨近10%，南方两倍做多三星电子涨超4%，兆易创新涨近4%。【存储狂飙，大家觉得还在上涨周期吗？你有投资哪一家？】

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。

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叁陆玖
01-05
叁陆玖
美光已经疯了一年了还能继续这么涨是么

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