单季利润逼平英伟达，为何估值垫底？美光财报撕开AI底牌：科技七姐妹正在被“吸血”

2天前市场集体减仓，怕美光这份财报利好出尽，毕竟过去8次财报6次都是炸裂的，估计照样跌，结果美光财报后大涨15%，带动韩国股市大涨，一份内存股财报把ai泡沫引发的全球抛售从悬崖边拉回来，但另一方面第二天苹果宣布涨价，大跌6%。这期视频就带大家看看美光财报。 $美光科技(MU)$ $苹果(AAPL)$

SK海力士涨超8%，两家投行齐喊$200目标价？

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？

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。

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揭谛投资
06-29
揭谛投资
$MaxLinear(MXL)$ 测试下

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