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。

美光高管在行业会议上就下一代高带宽内存芯片的竞争力发表积极表态，缓解了市场对其在HBM4领域落后竞争对手的担忧。美光大涨带动存储芯片板块整体走强，闪迪隔夜盘中最大涨幅为13.20%，西部数据上涨4.26%，希捷科技收涨2.88%。大摩强推美光，上调目标价至450美元，【大家看好美光后市吗？】

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HaroldAnderson
01-23
HaroldAnderson
动态止盈确实靠谱，别死扛！

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