AI半导体行情还没结_老虎社区_美港股上老虎

AI半导体行情还没结束？

BofA模拟了美光到2030年保持80%的利润率，彻底终结了经典的存储周期。他们预计到财年30年每股收益达236美元，年复合增长率34%，远超共识预期。

SpaceX跌1.98%，回调温和，但长期叙事持续发酵——高盛抛出"第二太空时代：2035年全球市场1.8万亿美元"重磅预测。SeekingAlpha同时提醒"系好安全带，漫长颠簸的旅程"，短期波动难免。太空经济万亿蓝海遇上高利率杀估值，SpaceX这类一级明星标的该长线布局还是等回调？

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