市场的分歧和交易价值_老虎社区_美港股上老虎

市场的分歧和交易价值就在于赌美光能否从周期股变成纯正的AI基建股。现在共识还没形成，所以才有购买价值。等形成一致预期后，就可以适当止盈了 $美光科技(MU)$

周二，美股存储芯片板块大幅上涨，闪迪股价大涨近10%，创下历史新高，使其今年迄今的涨幅达到约90%，美光科技盘中一度上涨5%，西部数据一度攀升逾3%，希捷科技一度涨超2%。这三家公司的股价均在周二盘中刷新历史新高。花旗一口气上调了对多家存储芯片公司的目标价，其中将闪迪目标股价从280美元大幅上调至490美元，上调幅度高达75%。【大幅飙涨下，大家觉得是该止盈，还是继续追？】

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