今天市场继续放量，核_老虎社区_美港股上老虎

乾元持稳
01-07

今天市场继续放量，核心催化来自行业基本面反转：海外巨头集体提价，DRAM与NAND闪存价格大幅上涨，AI驱动下存储需求激增，供需缺口持续扩大。同时，国产替代进程加速，政策与资本双重加持，国内企业在高端存储领域突破不断，产业链从设计到设备全面受益。存储芯片的强势表现，为震荡中的市场提供明确主线，科技成长方向的结构性机会凸显$苹果(AAPL)$ $北京君正(300223)$ $雪人集团(002639)$ $小米集团-W(01810)$

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