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- 无所谓了吧无所谓了吧
  ·04-05
  存储板块三月的下跌确实让人紧张，但从目前的信息看，这更像是一次情绪面的集中释放，而非周期见顶。个人认为支撑板块的核心逻辑（AI带来的结构性需求）并未改变，中长期依然值得关注。短期的技术担忧和价格波动，并没有破坏AI驱动存储需求增长的长逻辑。板块仍处于一个由结构性变革推动的向上周期中。
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- 无所谓了吧无所谓了吧
  ·03-27
  $小米集团-W(01810)$ 什么时侯回到40呀[流泪]
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