存储这波涨价确实猛，_老虎社区_美港股上老虎

梦想去拉萨
03-16 14:35

存储这波涨价确实猛，HBM产能被英伟达扫光， $美光科技(MU)$ 明年产能都卖完了。明天盘后发财报，市场预期营收190亿左右，关键是看管理层对价格的表态——现在供需缺口还在扩大，定价权在供应商手里。存储已经从成本品变成战略物资，AI基建的瓶颈从算力转到存储了。这次财报看数字更看定调。

# 存储涨价潮！美光财报大家看好吗？

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