grampus
02-06
各位能不能分析一下，这只股票为什么跌？
四大存储，明明，这股是最好的，有HBM， 有NAND, 有DRAM , 业绩也最好，为什么表现反而最差？
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。
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亿千
02-07
亿千
不看新闻吗？ 他退出低端的产能联，新增投入到高端产能上. 市场是觉得他下个季度财报不够好
小猫变身
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grampus
:
小作文，没有验证。找点借口打压一下。
grampus
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小猫变身
:
而且英伟达是GPU生产商，不是AIDC数据中心提供者， 美光的存储产品客户应该是AIDC啊
grampus
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小猫变身
:
美国唯一的HBM供应商，特朗普不干预吗？
亿千
:
是支持成本太大 市场觉得盈利堪忧
亿千
:
可能吧. 反正我买的位子低. 也不考虑调
全部7条回复
木雨林
02-06
木雨林
涨的太多有获利盘了结很正常，空头借机反扑，逻辑不变就坚定持有
大时代方展博
:
那西部数据为啥不回调？涨得不是更多？
蕴德长盈
02-07
蕴德长盈
赚 30% 回调到 10% 长期持有
蕴德长盈
02-07
蕴德长盈
现在倒是回调适合加仓了
Leooooyy
02-07
Leooooyy
500以下闭眼持有
雄关漫道真如铁 而今迈步从头越
02-06
雄关漫道真如铁 而今迈步从头越
小作文，很假。怀疑空头挣扎
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