扩产都没扩完，下游需_老虎社区_美港股上老虎 - 老虎社区

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大妮儿
04-24

扩产都没扩完，下游需求也还没释放，Rubin,TPU都没出货呢，英特尔amd的设备也要内存，再冒出来一个特斯拉。内存供需缺口一定是持续超预期。有机构计算，按当前股价今年能到3倍市盈率，如果按10倍算，股价还有3.3x的空间。

# 美光、闪迪齐创新高！存储芯片势头仍在？

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IsidoreJeames
·04-24
逻辑确实硬。
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