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。 $美光科技(MU)$ $苹果(AAPL)$

2倍做多海力士逆势涨5.6%，亚洲存储为何与美股分化？

南方两倍做多海力士(07709)今日逆势上涨5.61%，与美光、闪迪领跌的美国存储链形成鲜明分化。小米、Oppo、Vivo因内存紧缺下调出货目标最高达30%，反向印证DRAM/HBM供给持续吃紧，利好海力士等HBM主力供应商。当memory crunch被确认，资金是否正从美国存储股切换到亚洲HBM龙头？

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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