现在存储的行情，全球_老虎社区_美港股上老虎 - 老虎社区

现在存储的行情，全球资金都往里走涌进去，做空者也觉得有利可图。而做多者明显无视这一切的所谓利空，实质上，利空消息力度一般，没有实质大力度利空消息出现。所以，盘面上，依然是看多。而西数，闪迪，希捷这些盘整了将近一个月，三星/海力士此段时间狂奔高歌猛进40%，折中一下，美股存储还得继续行情，美光得奔500去了，且看未来5个交易日的走向如何。

$美光科技(MU)$ $闪迪(SNDK)$ $西部数据(WDC)$

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

DouglasMalan
02-26 17:11
DouglasMalan
存储股太猛了，美光冲500！
chenx32401
02-26 16:57
chenx32401
现在是单边避空行情

发表看法

2

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