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。

美光再创历史新高，内存是顶还是续涨？

美光（MU）今日大涨6.64%，股价突破$1000再创历史新高，Mizuho将目标价上调至$1,150并维持跑赢评级，同时在Computex 2026展示AI内存全场景应用。SanDisk同步涨3.92%，整个内存板块进入"抛物线式"上行，有分析师直呼其为"跑赢NVIDIA的AI内存股"。但抛物线行情往往伴随见顶风险，越往上越考验接盘资金。万亿市值、新高之巅，你是继续持有还是开始止盈？

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

吉林临江
05-28
吉林临江
迈威尔是啥

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":568971199897712,"tweetId":"568971199897712","gmtCreate":1779899740000,"gmtModify":1779957199148,"author":{"id":3479274805397697,"idStr":"3479274805397697","authorId":3479274805397697,"authorIdStr":"3479274805397697","name":"影子作手2049","avatar":"https://static.tigerbbs.com/b4a154b278beaa70b0fbaaf917d07731","vip":8,"userType":8,"introduction":"-","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":67,"starInvestorFlag":false},"themes":[{"themeId":"02b208dc4eb84529b21e559d6ee34484","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"美光再创历史新高，内存是顶还是续涨？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":02b208dc4eb84529b21e559d6ee34484}&rnconfig={\"headerBarHidden\": true}","description":"美光（MU）今日大涨6.64%，股价突破$1000再创历史新高，Mizuho将目标价上调至$1,150并维持跑赢评级，同时在Computex 2026展示AI内存全场景应用。SanDisk同步涨3.92%，整个内存板块进入\"抛物线式\"上行，有分析师直呼其为\"跑赢NVIDIA的AI内存股\"。但抛物线行情往往伴随见顶风险，越往上越考验接盘资金。万亿市值、新高之巅，你是继续持有还是开始止盈？","image":"https://static.tigerbbs.com/d5346425e6f4beb2894b420397d633fc"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>我觉得很多人还没意识到，AI建设其实才刚刚起步。<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$&nbsp;</a> 可能会成为下一个 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 或 <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>。他们的客户还能去哪找这种专门用途的AI芯片？<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 花几十亿在 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$&nbsp;</a> 上，总归有原因吧。</p></body></html>","htmlText":"<html><head></head><body><p>我觉得很多人还没意识到，AI建设其实才刚刚起步。<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$&nbsp;</a> 可能会成为下一个 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 或 <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>。他们的客户还能去哪找这种专门用途的AI芯片？<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 花几十亿在 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$&nbsp;</a> 上，总归有原因吧。</p></body></html>","text":"我觉得很多人还没意识到，AI建设其实才刚刚起步。$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。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/568971199897712","repostId":0,"isVote":1,"tweetType":1,"viewCount":2051,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","MRVL","SNDK","MU"],"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":206,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":569240231096624,"commentId":"569240231096624","gmtCreate":1779978867844,"gmtModify":1779980478092,"authorId":4207886966494232,"author":{"id":4207886966494232,"idStr":"4207886966494232","authorId":4207886966494232,"name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":568971199897712,"objectIdStr":"568971199897712","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"迈威尔是啥","text":"迈威尔是啥","html":"迈威尔是啥","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/568971199897712"}