看好，想买_老虎社区_美港股上老虎

看好，想买

美银美林4月24日发布的全球存储技术周报显示，一季度财报季后，主要存储芯片制造商扩产HBM的热情明显降温，部分原本划拨给HBM的资本开支预算已被转移至传统DRAM乃至NAND，从而引发存储行业的投资逻辑正从"AI溢价"向"传统供给短缺"切换。【$闪迪 (SNDK.US)$ 将于4月30日盘后公布2026财年第三财季业绩，大家觉得能否复制海力士绩后走势？目前你是看涨or看跌？】

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":549613285782616,"tweetId":"549613285782616","gmtCreate":1775204768186,"gmtModify":1775204770545,"author":{"id":4090818833057660,"idStr":"4090818833057660","authorId":4090818833057660,"authorIdStr":"4090818833057660","name":"Sodmos","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.20%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":23,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"闪迪财报来袭！能否复制海力士表现？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"美银美林4月24日发布的全球存储技术周报显示，一季度财报季后，主要存储芯片制造商扩产HBM的热情明显降温，部分原本划拨给HBM的资本开支预算已被转移至传统DRAM乃至NAND，从而引发存储行业的投资逻辑正从\"AI溢价\"向\"传统供给短缺\"切换。【$闪迪 (SNDK.US)$ 将于4月30日盘后公布2026财年第三财季业绩，大家觉得能否复制海力士绩后走势？目前你是看涨or看跌？】","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>看好，想买</body></html>","htmlText":"<html><head></head><body>看好，想买</body></html>","text":"看好，想买","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/549613285782616","repostId":0,"isVote":1,"tweetType":1,"viewCount":758,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/549613285782616"}