加息预期提升至 90_老虎社区_美港股上老虎 - 老虎社区

熊猫校长 Ming

加息预期提升至 90%，

云厂涨📈，光大部分涨📈

而大部分存储📉，

没有其他原因，

只因加息已经 Price in，

而有些 AI 股比如存储短期内涨太多，

就回撤一下，

等待下一次爆发。

AI 主线依旧强势，

拥抱趋势。

$Coherent(COHR)$ $迈威尔科技(MRVL)$ $SpaceX(SPCX)$

存储三雄分化，AI降温是砸盘还是错杀？

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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