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帅帅的爸爸
05-11
既然才开始,高管大手笔减持套现是在给散户们作慈善发钱?
帅帅的爸爸
05-11
第一,你根本抄不到最低价,第二,你根本拿不住全过程,第三,每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小
帅帅的爸爸
05-11
$美光科技(MU)$
除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗
存储双雄美光和闪迪持续暴涨,估值却仍不到10倍
帅帅的爸爸
05-08
既然如此,请真金白银去抄底
@big龙:
$闪迪(SNDK)$
这些评论真有点无厘头。SNDK这波涨得这么猛,就回调了一天,一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。
帅帅的爸爸
05-08
业绩大超预期股价却扑街,明摆着就是借利好出货
帅帅的爸爸
05-05
上帝要让其灭亡,必先令其疯狂
帅帅的爸爸
05-02
目标价简直成了可以随便写的数字
美银:将闪迪目标价上调至1550美元
帅帅的爸爸
05-01
简直是乱弹琴,毫无依据的上调,做市商真是脸都不要了
花旗将闪迪目标价上调至1300美元
帅帅的爸爸
04-20
你是买了多少货,着急出
@每天只看一次账户:
$美光科技(MU)$
看图表,这种走势就像“阶梯式上涨”。每次大涨后,都会伴随2-3天的横盘整理。 然后,又是一波大涨。现在期权周五到期,刚好和这三天横盘整理的时间重合,这和“周一可能启动”的说法完全吻合。
帅帅的爸爸
2025-12-19
$Palantir Technologies Inc.(PLTR)$
帅帅的爸爸
2025-12-18
跌成💩了还变吹
@歪歪ETD:
$博通(AVGO)$
这波机构扎堆站台,三家大行排队举牌。花旗把目标价从415抬到480,DBS维持390,瑞银更是直接喊到475。这阵仗看着像是要把股价往云端推啊
帅帅的爸爸
2025-12-11
$纳指100ETF(QQQ)$
川普的**,必然引起全球资金从美国撤退
帅帅的爸爸
2025-11-26
DS这个垃圾就不要拿出来和GG做对比了,一个用CUDA蒸馏CHATGPT出来的二道贩子,能和TPU从硬件到软件的底层逻辑媲美?
帅帅的爸爸
2025-11-12
$纳斯达克(.IXIC)$
靠信仰的市场涨不动了
去老虎APP查看更多动态
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style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升,而<strong>最新迹象是,客户主动提出愿意为增加产能买单。</strong>据路透社周四报道,多家科技公司已向韩国内存芯片制造商SK海力士提出,愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron's的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看,AI热潮没有任何放缓迹象。</strong>仅在本周,Anthropic同意租用SpaceX的AI算力;超威半导体(AMD)报告数据中心销售额大幅跃升;阿卡迈技术公司(Akamai Technologies)则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯(Nick Jones)在周四的一份研究报告中写道:<strong>“近期各类消息均表明,AI基础设施需求依然强劲。”</strong>基础设施越多,就意味着需要更多组件,也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高,但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍,美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当,且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%,整体芯片板块迎来了一个极为出色的交易日。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储双雄美光和闪迪持续暴涨,估值却仍不到10倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n存储双雄美光和闪迪持续暴涨,估值却仍不到10倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time\">2026-05-09 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>作者|内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激,市场普遍预期存储芯片需求爆棚、供给紧缺, <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示,存储芯片大厂美光科技周五单日暴涨超15%,本周累计涨幅达到36%,创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%,本周累计涨幅达30%。自去年2月从西部数据分拆上市以来,其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨,根源依旧不变:<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示,AI投资持续加码、芯片零部件供不应求,而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下,闪迪上周财报轻松超出市场预期,也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升,而<strong>最新迹象是,客户主动提出愿意为增加产能买单。</strong>据路透社周四报道,多家科技公司已向韩国内存芯片制造商SK海力士提出,愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron's的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看,AI热潮没有任何放缓迹象。</strong>仅在本周,Anthropic同意租用SpaceX的AI算力;超威半导体(AMD)报告数据中心销售额大幅跃升;阿卡迈技术公司(Akamai Technologies)则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯(Nick Jones)在周四的一份研究报告中写道:<strong>“近期各类消息均表明,AI基础设施需求依然强劲。”</strong>基础设施越多,就意味着需要更多组件,也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高,但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍,美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当,且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%,整体芯片板块迎来了一个极为出色的交易日。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e519e5deb115e28b13aae857933bc7e","relate_stocks":{"SNDU":"T-Rex 2X Long SNDK Daily Target ETF","MU":"美光科技","MULL":"2倍做多MU ETF-GraniteShares","SNXX":"Tradr 2X Long SNDK Daily ETF","SNDK":"闪迪","MUU":"2倍做多MU ETF-Direxion","MUD":"1倍做空MU ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135015509","content_text":"作者|内特·沃尔夫受一系列消息刺激,市场普遍预期存储芯片需求爆棚、供给紧缺, 美光科技 与 闪迪 本周延续历史性大涨行情。道琼斯市场数据显示,存储芯片大厂美光科技周五单日暴涨超15%,本周累计涨幅达到36%,创下该股自2008年以来最佳单周表现。专攻闪存领域的闪迪周五暴涨超16%,本周累计涨幅达30%。自去年2月从西部数据分拆上市以来,其股价累计飙升超4300%。本周存储双雄股价大涨,根源依旧不变:人工智能。各大科技巨头最新季度财报均显示,AI投资持续加码、芯片零部件供不应求,而存储芯片更是紧缺重灾区。在此背景下,闪迪上周财报轻松超出市场预期,也就不足为奇。供应瓶颈日益收紧已导致内存价格飙升,而最新迹象是,客户主动提出愿意为增加产能买单。据路透社周四报道,多家科技公司已向韩国内存芯片制造商SK海力士提出,愿意投资其生产线并资助其购买制造设备。SK海力士暂未回应Barron's的置评请求。从需求端来看,AI热潮没有任何放缓迹象。仅在本周,Anthropic同意租用SpaceX的AI算力;超威半导体(AMD)报告数据中心销售额大幅跃升;阿卡迈技术公司(Akamai Technologies)则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。法国巴黎银行分析师尼克·琼斯(Nick Jones)在周四的一份研究报告中写道:“近期各类消息均表明,AI基础设施需求依然强劲。”基础设施越多,就意味着需要更多组件,也就意味着闪迪和美光将迎来更多业务。尽管股价大幅冲高,但投资者并非仅凭炒作。闪迪的股价约为未来12个月预期盈利的9.5倍,美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当,且远低于费城半导体指数25.9倍的平均市盈率。费城半导体指数周五大涨 4.9%,整体芯片板块迎来了一个极为出色的交易日。","news_type":1,"symbols_score_info":{"MUD":0.6,"MULL":0.6,"SNDU":0.6,"SNDK":2,"MU":2,"SNXX":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461531947655398","authorId":"3461531947655398","name":"美股888","avatar":"https://static.tigerbbs.com/7de736245aa5826263d2bd80b02d4258","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3461531947655398","idStr":"3461531947655398"},"content":"按98每股的盈利,10倍市盈率,对应1万亿美元的市值","text":"按98每股的盈利,10倍市盈率,对应1万亿美元的市值","html":"按98每股的盈利,10倍市盈率,对应1万亿美元的市值"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561738128863584,"gmtCreate":1778174793130,"gmtModify":1778174795583,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"既然如此,请真金白银去抄底","listText":"既然如此,请真金白银去抄底","text":"既然如此,请真金白银去抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561738128863584","repostId":"561420350144544","repostType":1,"repost":{"id":561420350144544,"gmtCreate":1778089243000,"gmtModify":1778120072511,"author":{"id":"9000000000000146","authorId":"9000000000000146","name":"big龙","avatar":"https://static.tigerbbs.com/0ba92b9c59fc0bce34e05548ce24ca50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000146","idStr":"9000000000000146"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>这些评论真有点无厘头。SNDK这波涨得这么猛,就回调了一天,一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>这些评论真有点无厘头。SNDK这波涨得这么猛,就回调了一天,一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。","text":"$闪迪(SNDK)$ 这些评论真有点无厘头。SNDK这波涨得这么猛,就回调了一天,一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561420350144544","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561724518500136,"gmtCreate":1778171545717,"gmtModify":1778173656660,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"业绩大超预期股价却扑街,明摆着就是借利好出货","listText":"业绩大超预期股价却扑街,明摆着就是借利好出货","text":"业绩大超预期股价却扑街,明摆着就是借利好出货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/561724518500136","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274689532367","authorId":"3479274689532367","name":"pjekn","avatar":"https://static.tigerbbs.com/35cf51de2c603826e1fc9987f5a3048d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274689532367","idStr":"3479274689532367"},"content":"这走势太像借财报派发了 你觉得还有二杀吗","text":"这走势太像借财报派发了 你觉得还有二杀吗","html":"这走势太像借财报派发了 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22:17","market":"fut","language":"zh","title":"美银:将闪迪目标价上调至1550美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2632648381","media":"中金财经","summary":"美银全球研究将闪迪股票目标价位从1080美元上调至1550美元。","content":"<html><body><p> 美银全球研究将<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>股票目标价位从1080美元上调至1550美元。\r\n\r\n </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银:将闪迪目标价上调至1550美元</title>\n<style 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真有人接吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563098865874616,"gmtCreate":1778503925868,"gmtModify":1778503928520,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"第一,你根本抄不到最低价,第二,你根本拿不住全过程,第三,每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","listText":"第一,你根本抄不到最低价,第二,你根本拿不住全过程,第三,每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","text":"第一,你根本抄不到最低价,第二,你根本拿不住全过程,第三,每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563098865874616","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562916467114496,"gmtCreate":1778459329632,"gmtModify":1778459331746,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗","text":"$美光科技(MU)$ 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562916467114496","repostId":"1135015509","repostType":2,"repost":{"id":"1135015509","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团,引入百年历史的《巴伦》(Barron's)独家内容,打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1778310899,"share":"https://www.laohu8.com/m/news/1135015509?lang=zh_CN&edition=full","pubTime":"2026-05-09 15:14","market":"us","language":"zh","title":"存储双雄美光和闪迪持续暴涨,估值却仍不到10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1135015509","media":"Barrons巴伦","summary":"根源依旧不变:人工智能。","content":"<html><head></head><body><p>作者|内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激,市场普遍预期存储芯片需求爆棚、供给紧缺, <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示,存储芯片大厂美光科技周五单日暴涨超15%,本周累计涨幅达到36%,创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%,本周累计涨幅达30%。自去年2月从西部数据分拆上市以来,其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨,根源依旧不变:<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示,AI投资持续加码、芯片零部件供不应求,而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下,闪迪上周财报轻松超出市场预期,也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升,而<strong>最新迹象是,客户主动提出愿意为增加产能买单。</strong>据路透社周四报道,多家科技公司已向韩国内存芯片制造商SK海力士提出,愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron's的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看,AI热潮没有任何放缓迹象。</strong>仅在本周,Anthropic同意租用SpaceX的AI算力;超威半导体(AMD)报告数据中心销售额大幅跃升;阿卡迈技术公司(Akamai Technologies)则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯(Nick Jones)在周四的一份研究报告中写道:<strong>“近期各类消息均表明,AI基础设施需求依然强劲。”</strong>基础设施越多,就意味着需要更多组件,也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高,但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍,美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当,且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%,整体芯片板块迎来了一个极为出色的交易日。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储双雄美光和闪迪持续暴涨,估值却仍不到10倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n存储双雄美光和闪迪持续暴涨,估值却仍不到10倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time\">2026-05-09 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>作者|内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激,市场普遍预期存储芯片需求爆棚、供给紧缺, <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示,存储芯片大厂美光科技周五单日暴涨超15%,本周累计涨幅达到36%,创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%,本周累计涨幅达30%。自去年2月从西部数据分拆上市以来,其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨,根源依旧不变:<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示,AI投资持续加码、芯片零部件供不应求,而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下,闪迪上周财报轻松超出市场预期,也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升,而<strong>最新迹象是,客户主动提出愿意为增加产能买单。</strong>据路透社周四报道,多家科技公司已向韩国内存芯片制造商SK海力士提出,愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron's的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看,AI热潮没有任何放缓迹象。</strong>仅在本周,Anthropic同意租用SpaceX的AI算力;超威半导体(AMD)报告数据中心销售额大幅跃升;阿卡迈技术公司(Akamai Technologies)则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯(Nick Jones)在周四的一份研究报告中写道:<strong>“近期各类消息均表明,AI基础设施需求依然强劲。”</strong>基础设施越多,就意味着需要更多组件,也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高,但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍,美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当,且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%,整体芯片板块迎来了一个极为出色的交易日。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e519e5deb115e28b13aae857933bc7e","relate_stocks":{"SNDU":"T-Rex 2X Long SNDK Daily Target ETF","MU":"美光科技","MULL":"2倍做多MU ETF-GraniteShares","SNXX":"Tradr 2X Long SNDK Daily ETF","SNDK":"闪迪","MUU":"2倍做多MU ETF-Direxion","MUD":"1倍做空MU ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135015509","content_text":"作者|内特·沃尔夫受一系列消息刺激,市场普遍预期存储芯片需求爆棚、供给紧缺, 美光科技 与 闪迪 本周延续历史性大涨行情。道琼斯市场数据显示,存储芯片大厂美光科技周五单日暴涨超15%,本周累计涨幅达到36%,创下该股自2008年以来最佳单周表现。专攻闪存领域的闪迪周五暴涨超16%,本周累计涨幅达30%。自去年2月从西部数据分拆上市以来,其股价累计飙升超4300%。本周存储双雄股价大涨,根源依旧不变:人工智能。各大科技巨头最新季度财报均显示,AI投资持续加码、芯片零部件供不应求,而存储芯片更是紧缺重灾区。在此背景下,闪迪上周财报轻松超出市场预期,也就不足为奇。供应瓶颈日益收紧已导致内存价格飙升,而最新迹象是,客户主动提出愿意为增加产能买单。据路透社周四报道,多家科技公司已向韩国内存芯片制造商SK海力士提出,愿意投资其生产线并资助其购买制造设备。SK海力士暂未回应Barron's的置评请求。从需求端来看,AI热潮没有任何放缓迹象。仅在本周,Anthropic同意租用SpaceX的AI算力;超威半导体(AMD)报告数据中心销售额大幅跃升;阿卡迈技术公司(Akamai Technologies)则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。法国巴黎银行分析师尼克·琼斯(Nick Jones)在周四的一份研究报告中写道:“近期各类消息均表明,AI基础设施需求依然强劲。”基础设施越多,就意味着需要更多组件,也就意味着闪迪和美光将迎来更多业务。尽管股价大幅冲高,但投资者并非仅凭炒作。闪迪的股价约为未来12个月预期盈利的9.5倍,美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当,且远低于费城半导体指数25.9倍的平均市盈率。费城半导体指数周五大涨 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你觉得还有二杀吗","text":"这走势太像借财报派发了 你觉得还有二杀吗","html":"这走势太像借财报派发了 你觉得还有二杀吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559624686228784,"gmtCreate":1777658898306,"gmtModify":1777658900551,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"目标价简直成了可以随便写的数字","listText":"目标价简直成了可以随便写的数字","text":"目标价简直成了可以随便写的数字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559624686228784","repostId":"2632648381","repostType":2,"repost":{"id":"2632648381","kind":"highlight","pubTimestamp":1777645021,"share":"https://www.laohu8.com/m/news/2632648381?lang=zh_CN&edition=full","pubTime":"2026-05-01 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靠信仰的市场涨不动了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499449858670672","isVote":1,"tweetType":1,"viewCount":2988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561738128863584,"gmtCreate":1778174793130,"gmtModify":1778174795583,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"既然如此,请真金白银去抄底","listText":"既然如此,请真金白银去抄底","text":"既然如此,请真金白银去抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561738128863584","repostId":"561420350144544","repostType":1,"repost":{"id":561420350144544,"gmtCreate":1778089243000,"gmtModify":1778120072511,"author":{"id":"9000000000000146","authorId":"9000000000000146","name":"big龙","avatar":"https://static.tigerbbs.com/0ba92b9c59fc0bce34e05548ce24ca50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000146","idStr":"9000000000000146"},"themes":[],"title":"","htmlText":"<a 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n花旗将闪迪目标价上调至1300美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-01 18:37 北京时间 <a href=http://sc.stock.cnfol.com/gushizhibo/20260501/32196260.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗:将闪迪(SNDK.O)目标价从980美元上调至1300美元。</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260501/32196260.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET 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