这是今年最大的单日跌_老虎社区_美港股上老虎

这是今年最大的单日跌幅吗？

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？

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