投资科技股说白了就是_老虎社区_美港股上老虎

扒拉算盘珠子

03-20

投资科技股说白了就是炒预期。 $美光科技(MU)$ 净利润涨40%照样跌，不是基本面不行，是大家觉得涨到头了。反过来看摩尔线程，高增速还能持续很久，这点没什么好怀疑的。

存储板块集体回调！MU, SNDK…还能加仓吗？

谷歌宣布推出TurboQuant压缩算法，显著减少AI模型的内存占用，近期存储板块承压，MU连跌5日，SNDK连跌4日。【大家觉得存储板块的回调，是否会是布局的好时机？】

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。

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一个人发呆
03-20
一个人发呆
美光跌的是周期，摩尔线程赌的是突围[汗颜]

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