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

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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