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。

美银美林4月24日发布的全球存储技术周报显示，一季度财报季后，主要存储芯片制造商扩产HBM的热情明显降温，部分原本划拨给HBM的资本开支预算已被转移至传统DRAM乃至NAND，从而引发存储行业的投资逻辑正从"AI溢价"向"传统供给短缺"切换。【$闪迪 (SNDK.US)$ 将于4月30日盘后公布2026财年第三财季业绩，大家觉得能否复制海力士绩后走势？目前你是看涨or看跌？】

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

发表看法

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