谁是中石油？

狮子做趋势交易

下飞机一看，一片狼籍。

估计不用等收盘，闪迪破位应该很难回头了。

之前一直认为Space X或者Open AI是中石油，现在有朋友说海力士是中石油。

我觉得很可能都是，这一群打着AI旗号的股票群体，都是中石油。

大A这边就是马上上市的长鑫，名字也好听，全是金子。

如果真是，那么大家都去找那个说“永远缺存储”的哥们算账，至少让他把大家的存储接盘过去吧。

$美光科技(MU)$ $闪迪(SNDK)$ $SK海力士(SKHY)$

美光涨近5%逼近$1000，存储超级周期启动了吗？

美光今日涨4.92%冲向$1000关口，刚脱离技术性熊市便获资金回补。AI云厂商CoreWeave开始对冲内存芯片涨价风险，印证DRAM/HBM需求紧张；市场正激辩美光与SK海力士谁是更优AI内存标的。若存储涨价周期确立，美光能否收复前高？

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