没有GPU，HBM没_老虎社区_美港股上老虎

春风不解夏季情

05-12

没有GPU，HBM没用；没有HBM，GPU跑不动。美光跟英伟达是穿一条裤子的，但美光位置更低，投资性价比更高。

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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