抬望眼，仰天长啸，壮_老虎社区_美港股上老虎

抬望眼，仰天长啸，壮怀激烈。。。市场的环境差到昨天涨一点点，都像过年一样，前面几个月是个有色都能暴涨，半年之前是个航天都能暴涨，现在都是一路不回头的调整，现在有几个人还能听到航天的声音，任何板块都一样，炒股就是炒生活，富在深山有远亲，穷在闹市无人问，没出来之前，结果都是不确定的，祝大家周末快乐$合锻智能(603011)$ $特变电工(600089)$ $蓝思科技(300433)$ $银宝山新(002786)$ $步步高(002251)$

美光跻身万亿俱乐部，高盛认为是ai最大赢家，你认可吗？

美光（MU）今日涨3.6%至$928，高盛将其列为当前AI最大赢家之一，同期SK Hynix与美光联手跻身万亿美元市值俱乐部，HBM内存供应紧张叠加数据中心Capex持续上修构成双重催化。Roundhill记忆体ETF（DRAM）同日仅涨0.36%，显示资金高度集中于龙头。SK Hynix产能扩张能否在下半年压缩美光的溢价空间，还是HBM需求大到两家都吃不完？你会选择DRAM ETF吗？

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