三星HBM4定价70_老虎社区_美港股上老虎

鹿鼎公韦小宝

02-19 18:25

三星HBM4定价700美元，估计美光很快也会跟涨。整体比HBM3高了25%左右。万万没想到今年全球赚钱大王会是韩国公司。 $美光科技(MU)$ $三星(SMSN.UK)$

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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