攻守有道，稳中求进。精彩呈现华夏基金（香港）稳波双生-财富攻防之夜花絮

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？

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