存储跌不下去了，字节_老虎社区_美港股上老虎 - 老虎社区

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。

$西部数据(WDC)$ $希捷科技(STX)$

存储涨价潮！闪迪、美光牛市还在吗？

据报道，三星电子自本月12日起全球率先实现HBM4的量产，目前正以比上一代HBM3E高出20%至30%的价格进行谈判，在HBM、通用型DRAM和NAND闪存价格全面走高的背景下，预计三星电子和SK海力士将在今年第一季度打破此前的季度营业利润纪录。【存储涨价潮愈演愈烈，大家觉得牛市是否还在？现在你对闪迪、美光有何看法？】

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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