没有GPU，HBM没_老虎社区_美港股上老虎

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。

存储芯片股加速上涨，本周五闪迪狂飙涨超16%，美光科技涨超15%，英特尔涨近14%，超威半导体涨超11%，希捷科技涨超2%，均创新高。，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？还能继续持有吗？】

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