前两天OpenAI传_老虎社区_美港股上老虎

月下美人还是没人

04-30

前两天OpenAI传闻把AI链条带崩了， $闪迪(SNDK)$ 跟着恐慌盘砸下来，希捷财报一出立刻修复反弹。存储的基本面根本没变，闪迪产能缺口摆在那、企业订单排到明年甚至后年。如果这次财报能超预期，这块金子反而会洗得更干净。

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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