我觉得很多人还没意识_老虎社区_美港股上老虎

影子作手2049

我觉得很多人还没意识到，AI建设其实才刚刚起步。$迈威尔科技(MRVL)$ 可能会成为下一个 $美光科技(MU)$ 或 $闪迪(SNDK)$ 。他们的客户还能去哪找这种专门用途的AI芯片？$英伟达(NVDA)$ 花几十亿在 $迈威尔科技(MRVL)$ 上，总归有原因吧。

SK海力士涨超8%，两家投行齐喊$200目标价？

SK海力士今日上涨8.17%，Wolfe Research与RBC Capital同日首次覆盖、双双给出"跑赢大盘"评级和200美元目标价，HBM高带宽内存的AI需求是核心逻辑。作为英伟达HBM主力供应商，海力士被视为AI算力扩张最直接的存储受益方。但存储强周期属性下，涨价见顶风险始终高悬。两大投行同时背书，海力士的HBM红利还能兑现多久？

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吉林临江
05-28
吉林临江
迈威尔是啥

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