AI算力带动存储需求_老虎社区_美港股上老虎

AI算力带动存储需求爆发，美光业绩估值双起飞，但存储周期波动、行业竞争仍是长期隐患，算不上绝对最大赢家

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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