半导体行业历来都是周_老虎社区_美港股上老虎

小小虎AAA

02-14

半导体行业历来都是周期性比较明显的行业，但AI人工智能造成对数据对算力的爆炸性增长，拉长了行业周期的时间，但个人认为很难改变半导体行业的周期性规律，考的高了，考得很了，吵得久了，还会跌下来会有回调。美国持续上涨的周期是应该更久一些

香橼发布做空报告！闪迪被高估了吗？

美东时间24日周二，香橼在社交媒体发帖称，市场对闪迪的定价逻辑存在根本性错误，当前的存储芯片供应紧张不过是“海市蜃楼”，周期顶部已近在咫尺。消息发出后，闪迪一度大跌。【大家觉得闪迪当前存在高估吗？接下来你是看多or看空？】

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