$中石科技(3006_老虎社区_美港股上老虎

$中石科技(300684)$ $上证指数(000001.SH)$ $贵州茅台(600519)$ 今日大盘震荡反弹，成交量明显放大，科技赛道领涨，半导体、通信板块表现强势，个股普涨，赚钱效应回暖。晚间没有重大突发消息，外围扰动仍存。操作上不要盲目追高热门高位股，持仓可逢高做部分兑现，不急于满仓抄底，优先跟踪资金持续抱团的主线，控制好仓位，等待市场进一步确认方向。

SK海力士找上英特尔,代工能接住存储吗?

周三涨得最扎眼的是英特尔,收涨4.03%报101.05美元,推它的消息却来自存储:SK海力士正在跟它谈,用英特尔的美国产能代工存储芯片。有意思的是谁吃到了这条消息。存储自己没动——SK海力士收涨0.02%报174.87美元,美光收跌0.11%报926.55美元,闪迪收跌0.71%报1519.97美元,三只贴着零轴。同一条消息,做代工的涨4%,被代工的原地踏步。市场的解读是存储缺的是产能,能把产能变成现金的是手上有产能那一方。但贴着零轴不等于认同,是没给意见:谈判还没落成,产能建起来也要时间。代工吃到存储的红利,这条路走得通吗?

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":608456505901576,"tweetId":"608456505901576","gmtCreate":1789568788793,"gmtModify":1789568792143,"author":{"id":4231572152887050,"idStr":"4231572152887050","authorId":4231572152887050,"authorIdStr":"4231572152887050","name":"鲫鱼过江","avatar":"https://static.tigerbbs.com/bce1fca99685b54a02384ae1152220a1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[{"themeId":"6429e42f29124ca9a8c88fad54196184","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"SK海力士找上英特尔,代工能接住存储吗?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":6429e42f29124ca9a8c88fad54196184}&rnconfig={\"headerBarHidden\": true}","description":"周三涨得最扎眼的是英特尔,收涨4.03%报101.05美元,推它的消息却来自存储:SK海力士正在跟它谈,用英特尔的美国产能代工存储芯片。有意思的是谁吃到了这条消息。存储自己没动——SK海力士收涨0.02%报174.87美元,美光收跌0.11%报926.55美元,闪迪收跌0.71%报1519.97美元,三只贴着零轴。同一条消息,做代工的涨4%,被代工的原地踏步。市场的解读是存储缺的是产能,能把产能变成现金的是手上有产能那一方。但贴着零轴不等于认同,是没给意见:谈判还没落成,产能建起来也要时间。代工吃到存储的红利,这条路走得通吗?\n\n","image":"https://static.tigerbbs.com/6c5810e1764b593f3615c1b1587b2c68"}],"images":[{"img":"https://static.tigerbbs.com/30ec4ad2374f2277d23aada1ccfe3cfc","width":"1228","height":"1122"}],"coverImages":[{"img":"https://static.tigerbbs.com/30ec4ad2374f2277d23aada1ccfe3cfc","width":"1228","height":"1122"}],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/300684\">$中石科技(300684)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;今日大盘震荡反弹，成交量明显放大，科技赛道领涨，半导体、通信板块表现强势，个股普涨，赚钱效应回暖 。晚间没有重大突发消息，外围扰动仍存。操作上不要盲目追高热门高位股，持仓可逢高做部分兑现，不急于满仓抄底，优先跟踪资金持续抱团的主线，控制好仓位，等待市场进一步确认方向。<img src=\"https://static.tigerbbs.com/30ec4ad2374f2277d23aada1ccfe3cfc\" tg-width=\"1228\" tg-height=\"1122\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/300684\">$中石科技(300684)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;今日大盘震荡反弹，成交量明显放大，科技赛道领涨，半导体、通信板块表现强势，个股普涨，赚钱效应回暖 。晚间没有重大突发消息，外围扰动仍存。操作上不要盲目追高热门高位股，持仓可逢高做部分兑现，不急于满仓抄底，优先跟踪资金持续抱团的主线，控制好仓位，等待市场进一步确认方向。<img src=\"https://static.tigerbbs.com/30ec4ad2374f2277d23aada1ccfe3cfc\" tg-width=\"1228\" tg-height=\"1122\"></body></html>","text":"$中石科技(300684)$ $上证指数(000001.SH)$ $贵州茅台(600519)$ 今日大盘震荡反弹，成交量明显放大，科技赛道领涨，半导体、通信板块表现强势，个股普涨，赚钱效应回暖 。晚间没有重大突发消息，外围扰动仍存。操作上不要盲目追高热门高位股，持仓可逢高做部分兑现，不急于满仓抄底，优先跟踪资金持续抱团的主线，控制好仓位，等待市场进一步确认方向。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/608456505901576","repostId":0,"isVote":1,"tweetType":1,"viewCount":2497,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["300684","000001.SH","600519"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":308,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/608456505901576"}