$07709$ 和闪_老虎社区_美港股上老虎

$07709$ 和闪迪，都坚定买入

SK海力士今日重挫9.00%，昨日刚暴涨27%即遭获利了结；美光跌8.02%、闪迪跌8.12%同步领跌。核心催化是Yahoo点名的"内存短缺缓解反成芯片股利空"——供给拐点隐现，打击此前的涨价叙事。SOXL、DRAM ETF齐跌逾6%，杠杆资金加速撤离。存储超级周期是短线降温，还是逻辑逆转的开端？

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