扩产都没扩完，下游需_老虎社区_美港股上老虎 - 老虎社区

扩产都没扩完，下游需求也还没释放，Rubin,TPU都没出货呢，英特尔amd的设备也要内存，再冒出来一个特斯拉。内存供需缺口一定是持续超预期。有机构计算，按当前股价今年能到3倍市盈率，如果按10倍算，股价还有3.3x的空间。

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”？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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IsidoreJeames
04-24
IsidoreJeames
逻辑确实硬。

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