存储板块赢麻了！美光，还在上行周期中吗？

小虎AV

01-22

悬赏1000虎币

美光科技（Micron）CEO Sanjay Mehrotra近期接受访谈，表示在内存市场供给紧张的背景下，公司正专注于提升产能。

美光CEO回答了一系列类似AI内存芯片2026年后依然供不应求该如何应对、新半导体制造工厂的动工建设等问题。1月截止21日，美光年内涨幅36.33%，AI训练+推理推动着对DRAM+高容量存储需求爆发。

大家觉得美光还在上行周期中吗？存储板块，是该继续buy and hold吗？ $美光科技(MU)$

三星、SK海力士市值超阿里、腾讯！存储还能继续强势吗？

存储芯片强势反弹，闪迪涨超4%，西部数据涨超7%。近日三星电子和SK海力士盘中市值达到1.11万亿美元，超过了阿里巴巴和腾讯的市值。【大家觉得存储板块的强势，还能持续吗？现在你是偏看多or看空？】

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。

悬赏1000虎币截止至02/12 13:17

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

Sodmos
01-22
Sodmos
赢得30虎币
继续上涨
用心良苦的呵呵
01-22
用心良苦的呵呵
赢得30虎币
我觉得还在继续上涨
赚钱了2025
01-22
赚钱了2025
赢得30虎币
感觉短期上的太猛了，已经上车的就等着吧，没上车的就算了，等等有机会再说了
牛牛牛豆腐干豆腐
01-22
牛牛牛豆腐干豆腐
赢得30虎币
定投+动态止盈吧，感觉上升太快了
静静收割美狗
01-22
静静收割美狗
赢得30虎币
太可惜了，90多的时候没有买
ZHui
01-22
ZHui
赢得30虎币
在现在这个市场环境下，美光机会无限

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":524512764109008,"tweetId":"524512764109008","gmtCreate":1769073441716,"gmtModify":1769097001513,"author":{"id":3514329116425907,"idStr":"3514329116425907","authorId":3514329116425907,"authorIdStr":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","vip":4,"userType":4,"introduction":"小虎视频搬运工，热衷吃瓜，偶尔正经，蟹蟹你这么好看还关注我","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":36358,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"三星、SK海力士市值超阿里、腾讯！存储还能继续强势吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"存储芯片强势反弹，闪迪涨超4%，西部数据涨超7%。近日三星电子和SK海力士盘中市值达到1.11万亿美元，超过了阿里巴巴和腾讯的市值。【大家觉得存储板块的强势，还能持续吗？现在你是偏看多or看空？】","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[],"coverImages":[],"title":"存储板块赢麻了！美光，还在上行周期中吗？","html":"<html><head></head><body>美光科技（Micron）CEO Sanjay Mehrotra近期接受访谈，表示在内存市场供给紧张的背景下，公司正专注于提升产能。\n<video poster=\"https://static.tigerbbs.com/07fda1896e5f7bb01568ed3bca3d7d3e\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" id=\"te-video\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/2ccc977d5145403714080812559/AVqC1jol18QA.mp4\">\n</video>\n美光CEO回答了一系列类似AI内存芯片2026年后依然供不应求该如何应对、新半导体制造工厂的动工建设等问题。1月截止21日，美光年内涨幅36.33%，AI训练+推理推动着对DRAM+高容量存储需求爆发。\n\n大家觉得美光还在上行周期中吗？存储板块，是该继续buy and hold吗？ <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a></body></html>","htmlText":"<html><head></head><body>美光科技（Micron）CEO Sanjay Mehrotra近期接受访谈，表示在内存市场供给紧张的背景下，公司正专注于提升产能。\n<video poster=\"https://static.tigerbbs.com/07fda1896e5f7bb01568ed3bca3d7d3e\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" id=\"te-video\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/2ccc977d5145403714080812559/AVqC1jol18QA.mp4\">\n</video>\n美光CEO回答了一系列类似AI内存芯片2026年后依然供不应求该如何应对、新半导体制造工厂的动工建设等问题。1月截止21日，美光年内涨幅36.33%，AI训练+推理推动着对DRAM+高容量存储需求爆发。\n\n大家觉得美光还在上行周期中吗？存储板块，是该继续buy and hold吗？ <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a></body></html>","text":"美光科技（Micron）CEO Sanjay Mehrotra近期接受访谈，表示在内存市场供给紧张的背景下，公司正专注于提升产能。 美光CEO回答了一系列类似AI内存芯片2026年后依然供不应求该如何应对、新半导体制造工厂的动工建设等问题。1月截止21日，美光年内涨幅36.33%，AI训练+推理推动着对DRAM+高容量存储需求爆发。 大家觉得美光还在上行周期中吗？存储板块，是该继续buy and hold吗？ $美光科技(MU)$","highlighted":2,"essential":2,"paper":2,"likeSize":23,"commentSize":26,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/524512764109008","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"591860e983c94768a6929f8d187307db","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/2ccc977d5145403714080812559/AVqC1jol18QA.mp4","poster":"https://static.tigerbbs.com/07fda1896e5f7bb01568ed3bca3d7d3e","desc":""},"viewCount":14370,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":524512764109008,"totalAmount":1000,"balance":250,"end":false,"deadline":1770873441716,"remainingNumber":75},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":342,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":524432251502928,"commentId":"524432251502928","gmtCreate":1769085190607,"gmtModify":1769085195351,"authorId":4090818833057660,"author":{"id":4090818833057660,"idStr":"4090818833057660","authorId":4090818833057660,"name":"Sodmos","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.19%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":524512764109008,"objectIdStr":"524512764109008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"继续上涨","text":"继续上涨","html":"继续上涨","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":30,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0},{"id":524481565962392,"commentId":"524481565962392","gmtCreate":1769073936473,"gmtModify":1769073940981,"authorId":220735941120204,"author":{"id":220735941120204,"idStr":"220735941120204","authorId":220735941120204,"name":"用心良苦的呵呵","avatar":"https://static.tigerbbs.com/1c904147f5a361ad2fe6919bd15c710c","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":524512764109008,"objectIdStr":"524512764109008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我觉得还在继续上涨","text":"我觉得还在继续上涨","html":"我觉得还在继续上涨","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":30,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":524485699371640,"commentId":"524485699371640","gmtCreate":1769074928959,"gmtModify":1769074933701,"authorId":4200805130999112,"author":{"id":4200805130999112,"idStr":"4200805130999112","authorId":4200805130999112,"name":"赚钱了2025","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":524512764109008,"objectIdStr":"524512764109008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"感觉短期上的太猛了，已经上车的就等着吧，没上车的就算了，等等有机会再说了","text":"感觉短期上的太猛了，已经上车的就等着吧，没上车的就算了，等等有机会再说了","html":"感觉短期上的太猛了，已经上车的就等着吧，没上车的就算了，等等有机会再说了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":30,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":524494507774480,"commentId":"524494507774480","gmtCreate":1769077013494,"gmtModify":1769077018353,"authorId":4222262104714070,"author":{"id":4222262104714070,"idStr":"4222262104714070","authorId":4222262104714070,"name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":524512764109008,"objectIdStr":"524512764109008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"定投+动态止盈吧，感觉上升太快了","text":"定投+动态止盈吧，感觉上升太快了","html":"定投+动态止盈吧，感觉上升太快了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":30,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":524548719505992,"commentId":"524548719505992","gmtCreate":1769090325363,"gmtModify":1769090329617,"authorId":4194521902596202,"author":{"id":4194521902596202,"idStr":"4194521902596202","authorId":4194521902596202,"name":"静静收割美狗","avatar":"https://static.tigerbbs.com/d7af4a9f92b4ee6f4466c695a5b1fc6a","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.26","exceedPercentage":"60.37%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":524512764109008,"objectIdStr":"524512764109008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"太可惜了，90多的时候没有买","text":"太可惜了，90多的时候没有买","html":"太可惜了，90多的时候没有买","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":30,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":524551524738552,"commentId":"524551524738552","gmtCreate":1769091012347,"gmtModify":1769091016523,"authorId":3542677518677094,"author":{"id":3542677518677094,"idStr":"3542677518677094","authorId":3542677518677094,"name":"ZHui","avatar":"https://static.tigerbbs.com/393bbda849b3872bda7683ccc69cc3d3","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":524512764109008,"objectIdStr":"524512764109008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"在现在这个市场环境下，美光机会无限","text":"在现在这个市场环境下，美光机会无限","html":"在现在这个市场环境下，美光机会无限","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":30,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/524512764109008"}