$南方两倍做多三星电_老虎社区_美港股上老虎

$南方两倍做多三星电子(07747)$存储赛道已经由周期转向成长赛道。现在一条产线投资都是大几百亿美金，不像十年以前投资几十亿美金就能拉出一条线来，美光，三星，海力士投资都会谨慎多了

存储芯片股加速上涨，本周五闪迪狂飙涨超16%，美光科技涨超15%，英特尔涨近14%，超威半导体涨超11%，希捷科技涨超2%，均创新高。，美光CEO：AI才刚开始，但内存已经不够了，今年DRAM与NAND需求或吞噬过半市场。【大家看好存储芯片势头吗？还能继续持有吗？】

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