感谢老虎引用。我是M_老虎社区_美港股上老虎 - 老虎社区

感谢老虎引用。我是MingPanda，@MingPanda，专注AI算力产业链研究和美股实盘。这篇是我关于SNDK和NAND周期的研究笔记，欢迎大家交流。

美光、闪迪齐创新高！存储芯片势头仍在？

存储芯片股加速上涨，美光和闪迪均涨超10%，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？你有上车哪一只？】

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keepcalm
05-06 16:43
keepcalm
AI算力最近是热点，关注。
- MingPanda:
  一起学习

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