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玖柒 I Devin

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- 玖柒 I Devin玖柒 I Devin
  ·04-02
  美光大跌属存储芯片周期调整，与储能板块基本面无关，储能仍长期看好。一、美光下跌原因（与储能无关） • 谷歌AI内存压缩技术冲击预期，叠加前期涨幅过大、获利盘出逃。 • 市场担忧存储周期见顶、产能过剩，属行业自身逻辑。二、储能板块逻辑（独立且强劲） • 政策强推：新型储能为国家支柱产业，强制配储、容量电价落地。 • 需求爆发：2026年装机同比增60%+，AI算力中心配套储能打开新空间。 • 盈利改善：低价内卷整治，技术/成本优势向头部集中。 • 短期波动：属情绪与资金面影响，长期高景气不变。三、结论美光下跌不影响储能赛道，板块仍处高增长周期，优选订单饱满、盈利兑现的龙头。
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- 玖柒 I Devin玖柒 I Devin
  ·2024-12-18
  相信相信的力量
  2,366 评论
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- 玖柒 I Devin玖柒 I Devin
  ·2024-12-16
  给有准备的人
  2,531 评论
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- 玖柒 I Devin玖柒 I Devin
  ·2024-12-04
  很奇怪，为何人潮拥挤，我偏偏一眼就认出了你。
  2,727 评论
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- 玖柒 I Devin玖柒 I Devin
  ·2024-11-30
  我有两颗心，一颗用来痛苦，一颗用来原谅。
  2,671 评论
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- 玖柒 I Devin玖柒 I Devin
  ·2024-11-29
  我左有青龙饮水，右有白虎甩尾$MicroStrategy(MSTR)$
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- 玖柒 I Devin玖柒 I Devin
  ·2024-11-29
  $LAU.HK 20241230 115.00 CALL$ 遇见更好要知足
  2,842 评论
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- 玖柒 I Devin玖柒 I Devin
  ·2024-11-28
  求而不得，舍而不能，得而不惜，这是人生最大的悲哀。
  1.20万 4
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- 玖柒 I Devin玖柒 I Devin
  ·2024-11-27
  炒股我只选小而美的，换手率是王道，开盘换手高不绿的果断入！
  3,272 评论
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- 玖柒 I Devin玖柒 I Devin
  ·2024-11-26
  感觉最近心事重重啊！怎么办？那个小哥哥能救救我！
  2,365 评论
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data-views=\"1\"></v-v>&nbsp;","text":"我左有青龙饮水，右有白虎甩尾$MicroStrategy(MSTR)$","images":[{"img":"https://static.tigerbbs.com/8df288d5bb4eea7aea62ee801231789f","width":"800","height":"1280"},{"img":"https://static.tigerbbs.com/10f011e8e5ab0dcce17b77808633ed41","width":"960","height":"1392"},{"img":"https://static.tigerbbs.com/8573bb69be8298a6e21175b78e2534e5","width":"999","height":"666"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/376251127783816","isVote":1,"tweetType":1,"viewCount":3829,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579612413176972","authorId":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/cec755333c5c72f85e4c5dd5080490c8","crmLevel":9,"crmLevelSwitch":1,"idStr":"3579612413176972","authorIdStr":"3579612413176972"},"content":"绿意盎然啊，寓意很好，今晚美股涨涨涨","text":"绿意盎然啊，寓意很好，今晚美股涨涨涨","html":"绿意盎然啊，寓意很好，今晚美股涨涨涨"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":376249305981336,"gmtCreate":1732859545444,"gmtModify":1732861203175,"author":{"id":"4180993282615992","authorId":"4180993282615992","name":"玖柒 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