存储跌不下去了，字节_老虎社区_美港股上老虎

存储跌不下去了，字节即梦2.0出来，比sora厉害多了。西部数据，HDD领域和希捷，唯二，没有其他选手了。Seedance 2.0出来只是刚开始，对存储的需求太大了。机械硬盘性价比高，需求更多。

存储芯片股加速上涨，本周五闪迪狂飙涨超16%，美光科技涨超15%，英特尔涨近14%，超威半导体涨超11%，希捷科技涨超2%，均创新高。，美光CEO：AI才刚开始，但内存已经不够了，今年DRAM与NAND需求或吞噬过半市场。【大家看好存储芯片势头吗？还能继续持有吗？】

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

小作坊用料
02-11
小作坊用料
那为什么晚上跌成这样？[喷血]
- 员力觉醒:
  释放能量，继续向上。
PTOL
02-10
PTOL
存储需求井喷，西部希捷双雄起飞！
我就不要5000万美元Taoist Deity
02-10
我就不要5000万美元Taoist Deity
又不能卖给中国

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