2026年AMD仍具_老虎社区_美港股上老虎 - 老虎社区

梦想快实现

2026年AMD仍具高景气与超额收益潜力，英特尔具备重回主赛道的条件但需时间验证，策略上可高配AMD+低配英特尔，动态调整。

美光跌4.71%，三星财报引爆AI存储见顶恐慌？

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

清爽起飞
01-15
清爽起飞
最气人的是唯一打到的涂鸦科技跌成了垃圾
TabLucy
01-15
TabLucy
策略靠谱，AMD稳赚，英特尔再等等！

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