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海力士今日再跌13.69%、闪迪跌12.63%、美光跌5.65%，存储股连崩第二日且跌幅扩大。催化升级为评级下调——SeekingAlpha下调美光，并称"海力士这轮还没跌够"。杠杆盘遭血洗：SOXL跌13.94%、DRAM ETF跌8.82%、南方两倍海力士暴跌16.68%。是周期见顶刚开始定价，还是恐慌错杀的黄金坑？

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":570101516940256,"tweetId":"570101516940256","gmtCreate":1780189216254,"gmtModify":1780191233796,"author":{"id":3470643231120452,"idStr":"3470643231120452","authorId":3470643231120452,"authorIdStr":"3470643231120452","name":"思考6","avatar":"https://static.tigerbbs.com/0eff8809fbd0a9b8459a6885de65e1b7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[{"themeId":"02b208dc4eb84529b21e559d6ee34484","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"存储股连崩第二日，SK海力士再挫14%，抄底吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":02b208dc4eb84529b21e559d6ee34484}&rnconfig={\"headerBarHidden\": true}","description":"SK海力士今日再跌13.69%、闪迪跌12.63%、美光跌5.65%，存储股连崩第二日且跌幅扩大。催化升级为评级下调——SeekingAlpha下调美光，并称\"海力士这轮还没跌够\"。杠杆盘遭血洗：SOXL跌13.94%、DRAM ETF跌8.82%、南方两倍海力士暴跌16.68%。是周期见顶刚开始定价，还是恐慌错杀的黄金坑？","image":"https://static.tigerbbs.com/86801be9e4df9b22f3df78b3cc5592b2"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>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</p></body></html>","htmlText":"<html><head></head><body><p>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</p></body></html>","text":"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","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/570101516940256","repostId":0,"isVote":1,"tweetType":1,"viewCount":533,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":96,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/570101516940256"}