HBM和AI闪存链才_老虎社区_美港股上老虎

HBM和AI闪存链才是存储里的核心，SK海力士和三星才是大哥。这个位置说冲顶为时尚早，长线逻辑还在。

美东时间20日周三，英伟达公布，截至2026年4月26日的公司2027财年第一财季（“一季度”），营收同比增长85%至816.2亿美元，较分析师预期高将近3.1%。核心业务数据中心的营收752亿美元，贡献公司九成以上营收，和总营收均继续刷新单季最高纪录。财报公布后，周三本已收涨1.3%的英伟达股价盘后震荡，【绩后英伟达股价下跌，是否是上车时机？现在你的操作策略是？】

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。

精彩评论

0billionaire
05-09
0billionaire
我也偏长线但这位置不算热吗

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":562159328039000,"tweetId":"562159328039000","gmtCreate":1778277717958,"gmtModify":1778277720588,"author":{"id":4143340954813460,"idStr":"4143340954813460","authorId":4143340954813460,"authorIdStr":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[{"themeId":"d98164d9770540ec973bb78206f14852","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达财报超预期！绩后下跌有上车机会吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d98164d9770540ec973bb78206f14852}&rnconfig={\"headerBarHidden\": true}","description":"美东时间20日周三，英伟达公布，截至2026年4月26日的公司2027财年第一财季（“一季度”），营收同比增长85%至816.2亿美元，较分析师预期高将近3.1%。核心业务数据中心的营收752亿美元，贡献公司九成以上营收，和总营收均继续刷新单季最高纪录。财报公布后，周三本已收涨1.3%的英伟达股价盘后震荡，【绩后英伟达股价下跌，是否是上车时机？现在你的操作策略是？】","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>HBM和AI闪存链才是存储里的核心，SK海力士和三星才是大哥。这个位置说冲顶为时尚早，长线逻辑还在。</body></html>","htmlText":"<html><head></head><body>HBM和AI闪存链才是存储里的核心，SK海力士和三星才是大哥。这个位置说冲顶为时尚早，长线逻辑还在。</body></html>","text":"HBM和AI闪存链才是存储里的核心，SK海力士和三星才是大哥。这个位置说冲顶为时尚早，长线逻辑还在。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/562159328039000","repostId":0,"isVote":1,"tweetType":1,"viewCount":2060,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CHAT","AIPO","DRAM","EMXC","AGIX","ARTY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":89,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":562169632507496,"commentId":"562169632507496","gmtCreate":1778280169540,"gmtModify":1778479072822,"authorId":3479274803156147,"author":{"id":3479274803156147,"idStr":"3479274803156147","authorId":3479274803156147,"name":"0billionaire","avatar":"https://static.laohu8.com/picture159","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":562159328039000,"objectIdStr":"562159328039000","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我也偏长线 但这位置不算热吗","text":"我也偏长线 但这位置不算热吗","html":"我也偏长线 但这位置不算热吗","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/562159328039000"}