请无视短期波动，缺货_老虎社区_美港股上老虎

鹿鼎公韦小宝

03-19

请无视短期波动，缺货不会这么快缓解。下半年Rubin、HBM4和SOCAMM开始慢慢带来增量，继续拿好。人家CEO都还没动过股票，急啥怕啥 $美光科技(MU)$

美光三月跌近20%！存储板块你还看好吗？

存储板块单日涨幅达8%。美光科技、闪迪、西部数据、希捷科技涨幅均超8%。分析认为AI驱动的存储需求逻辑依然完整，使得相关个股在市场情绪回暖时率先受益。【三月累跌近20%的美光，是否已经跌到底了？你看好存储后市发展吗？】

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