美光科技（MU.US_老虎社区_美港股上老虎 - 老虎社区

赚不完亏得完8888

美光科技（MU.US） DRAM/NAND双龙头，HBM与AI存储布局领先；产能与定价权稳固；2026年业绩弹性大；

西部数据（WDC.US） NAND与HDD双赛道，受益于企业级存储与云需求；

希捷科技（STX.US）全球HDD龙头，受益于数据中心冷存储需求。

存储概念狂飙！继续持有or逐步止盈？

存储芯片股加速上涨，本周五闪迪狂飙涨超16%，美光科技涨超15%，英特尔涨近14%，超威半导体涨超11%，希捷科技涨超2%，均创新高。，美光CEO：AI才刚开始，但内存已经不够了，今年DRAM与NAND需求或吞噬过半市场。【大家看好存储芯片势头吗？还能继续持有吗？】

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