蚍蜉先撼小树
04-23
没人算得清AI到底要吃多少存储，每次觉得够用了，结果新技术一出来又把需求推高一截。谷歌新TPU的HBM容量直接翻了好几倍，之前市场还在按老标准拍脑袋。以后这种事会反复发生，存储需求永远在超预期。
三星、海力士巨震！回调or上涨，你更看好？
周一韩国股市巨震，当前韩国KOSPI指数转涨，扭转了此前4.7%的跌幅；权重股三星电子涨超4%，SK海力士涨1.5%。港股方面，南方两倍做多三星电子现拉升涨近4%。【大涨后的调整，大家觉得三星、海力士现在企稳了吗？还能否“追高”？】
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