美光当前处于AI驱动_老虎社区_美港股上老虎

美光当前处于AI驱动的存储超级上行周期，板块2026年大概率维持量价齐升；对美股投资者，建议分档持仓+动态止盈，而非无脑buy and hold。

存储疯狂紧缺引发大涨价，继DRAM价上调70%后，韩媒称三星电子Q1将NAND价格上调100%。高盛预计，其他客户也将跟随这一趋势，同意在1Q26大幅上调存储价格。【存储板块开年延续去年上涨行情，大家现在手里还持有相关个股吗？本周西部数据、SanDisk等相关概念股都将发布财报，绩前该如何布局？】

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MorganHope
01-23
MorganHope
动态止盈明智，别贪心！

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