我认为存储的涨价周期_老虎社区_美港股上老虎

effortless

02-12

我认为存储的涨价周期至少延续到2026年中，因为AI服务器HBM/DRAM需求爆发，头部厂控产保价，库存仅10周（历史低位）。

大摩强推美光！存储再度走强，你上车了吗？

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。华尔街大佬Tepper押注存储：美光持仓激增200%，新买韩国ETF。

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BonnieHoyle
02-12
BonnieHoyle
認同觀點，存儲股還能漲幾年！

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