存储看着热闹，花旗可_老虎社区_美港股上老虎

存储看着热闹，花旗可是直接把 $美光科技(MU)$ 目标价从510砍到425美元，理由是现货价已经撑不住了。DDR5报价在往下走，合约价和现货价严重背离。闪迪今年涨了快两倍，美光也翻倍不止，估值早就把预期打满了。现在进去容易接飞刀，等真跌透了再说。

“算力”轮动至“存储”？！SNDK, MU…还能买吗？

周二美股存储芯片指数涨超2.4%，双双续创新高。美伊战争爆发以来，存储芯片板块成为表现最好的大型科技股之一，具体表现：SanDisk大涨 49.3%，Western Digital上涨26.4%，Seagate Technology上涨 25.8%，Micron Technology上涨8.5%。【大家看好存储板块涨势吗？现阶段你的操作策略是？】

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