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机智大剑君

存储大舞台，有胆你就来！

太绝了，暴涨暴跌，昨天为卖飞65个点难过，今天头铁追了，幸好逼自己落袋为安，不然吃瘪的就是我这个冤种！

炒个股而已，能不能别玩这么刺激的？！

存储财报强劲却被砸，超级周期利好出尽了？

存储双雄财报后集体挨砸——西部数据营收暴增44%，股价却重挫13.03%；闪迪抛出140亿美元回购仍不及市场预期、再跌6.81%。"业绩远超预期为何还跌"成为热议，市场担心存储涨价的持续性与指引能见度，即便全球内存短缺、HP与华硕都转向长鑫科技CXMT抢货。这轮存储超级周期，是利好出尽的见顶，还是错杀后的黄金坑？

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