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沙漠追光大海逐风

05-05

$美光科技(MU)$美光这轮涨，的确是存储的估值模式变了。HBM签出5年长协后，逻辑变了：存储从“一年一谈”的周期品，变成了“五年锁定”的AI基建刚需。加上美光靠HBM市占率从5%飙到21%，这是底气。投行改模型，比股价翻倍都重要。

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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