美DRAM ETF流_老虎社区_美港股上老虎

AlphaGBM投研圈

05-15 13:22

美DRAM ETF流出$39M，而台积电获$205M流入，存储vs半导体信号明显分裂。NVDA买单比例高达62%，期权Put/Call仅为0.33，看涨情绪强烈。相反MU P/C达1.23，WDC更是4.75，存储板块抛压显著。

今天恰好是OPEX到期日，这种轮动是否意味着市场开始从"存储热"切换到"AI芯"节奏？尤其当散户押注韩国存储股创纪录时，专业资金已提前转向半导体。

你认为这次轮动是短期避险还是产业趋势的预演？

— AlphaGBM | 更多在🌍

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