我觉得真正问题是你要_老虎社区_美港股上老虎 - 老虎社区

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我觉得真正问题是你要首先明白现在超算用的是什么？现在超算用的是hbm dram 但是闪迪主要的战场是在nand 所以这个我觉得其实是有关联，但是又没有那么大。

闪迪投资者日后再涨 7%，存储信仰还在？

闪迪(SNDK)今日再涨约 7.39%、美光(MU)涨约 2.30%，存储强势不改。催化是 SNDK 投资者日后卖方定调"存储交易仍在延续"，美光则被喊"KOSPI 恐慌被过度解读、强力买入，有望向上突破"。不过也有声音提醒日元走强可能冲击 80% 毛利率故事。存储超级周期的信仰这次能扛住估值高位吗？

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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小肥狼
08-06
小肥狼
啊？超算怎么可能只用随机存储？温数据和冷数据不得存NAND吗 [喷血]

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