买在无人问津时，卖在_老虎社区_美港股上老虎

买在无人问津时，卖在人声鼎沸时，现在推出存储芯片etf 可以作为投资者的一种选择，但是感觉经过2025年一年的炒作存储芯片整体位置现在偏高，想继续投资存储芯片的话，可以小仓位试错

存储芯片股带动芯片指数涨超2%、连续七日跑赢大盘，闪迪涨超9%。花旗报告表示，AI推理需求激增带动KV缓存存储爆发，SK海力士一季度DRAM与NAND均价预计环比分别上涨63%和70%，整体营收约52万亿韩元，环比增58%，季度营业利润料达39.1万亿韩元，环比翻倍、同比增426%，超市场预期。【内存供应短缺持续超预期，大家觉得还能继续持有吗？现在是否到了止盈时刻？】

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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