$美光科技(MU)$_老虎社区_美港股上老虎 - 老虎社区

扒拉算盘珠子

$美光科技(MU)$ 这波涨得猛，不是瞎炒。AI对存储的需求太凶了，产能根本跟不上，供不应求还得持续很久。手里有货的拿住，别被震下车。这趋势没变，跌了就是加仓机会。

SK海力士助力！存储板块还能买吗？

SK海力士一季度营收52.58万亿韩元，净利润40.35万亿韩元，同比大增498%，远超预期29.39万亿韩元。营业利润率72%，创下单季历史最高。DRAM平均售价环比涨超60%，NAND售价环比涨超70%。预计二季度DRAM出货量环比增长高个位数百分比，NAND出货量环比增长中十几个百分比。【存储价格持续飙升，大家看好涨势延续吗？】

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梦想去拉萨
04-10
梦想去拉萨
供不应求是真的，但股价已经涨了这么多，还能供不应求多久？

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