准备950开始分仓买_老虎社区_美港股上老虎

准备950开始分仓买入，大家有没有什么操作

闪迪(SNDK)上周五收盘跌3.50%领跌存储板块，导火索是Anthropic公开呼吁AI行业降速，MU、INTC、AMD同步走弱。但基本面并未转向——广发证券指NAND价格年内有望企稳，SK海力士(SKHY)逆势收涨0.94%，美光(MU)仅微跌0.22%守住高位。市场正押注美光9月30日财报能否验证HBM存储超级周期。这波AI降温是趋势拐点，还是又一次上车错杀？

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