ai叙事不变，行业推_老虎社区_美港股上老虎

ai叙事不变，行业推进中，不宜看空存储。等增速下来了，再跑来得及

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？】

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