还是看到1000不变_老虎社区_美港股上老虎

还是看到1000不变吗兄弟？

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？

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