主要是美光是不是真的_老虎社区_美港股上老虎 - 老虎社区

点赞
2
收藏

春天风云
05-12 05:15

主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。

# 存储概念狂飙！继续持有or逐步止盈？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

点赞

举报

评论（2）

推荐
最新

DanielWilson
·05-12 05:52
我也盯芯片股现在就说脱周期还是早了点你更看库存还是capex？
回复
点赞
举报
AlvaThompson
·05-12 05:52
周期没消失只是波动钝化了你看的是定价权还是产能结构？
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":563222474641536,"tweetId":"563222474641536","gmtCreate":1778534120240,"gmtModify":1778534122966,"author":{"id":4133509870428530,"idStr":"4133509870428530","authorId":4133509870428530,"authorIdStr":"4133509870428530","name":"春天风云","avatar":"https://static.tigerbbs.com/b6bd9ab379a83fc9ea30fd7d42fb2b51","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":17,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"存储概念狂飙！继续持有or逐步止盈？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"存储芯片股加速上涨，本周五闪迪狂飙涨超16%，美光科技涨超15%，英特尔涨近14%，超威半导体涨超11%，希捷科技涨超2%，均创新高。，美光CEO：AI才刚开始，但内存已经不够了，今年DRAM与NAND需求或吞噬过半市场。【大家看好存储芯片势头吗？还能继续持有吗？】","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。</body></html>","htmlText":"<html><head></head><body>主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。</body></html>","text":"主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/563222474641536","repostId":0,"isVote":1,"tweetType":1,"viewCount":158,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":106,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":563231904797392,"commentId":"563231904797392","gmtCreate":1778536343594,"gmtModify":1778592978805,"authorId":9000000000000142,"author":{"id":9000000000000142,"idStr":"9000000000000142","authorId":9000000000000142,"name":"DanielWilson","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563222474641536,"objectIdStr":"563222474641536","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我也盯芯片股 现在就说脱周期还是早了点 你更看库存还是capex？","text":"我也盯芯片股 现在就说脱周期还是早了点 你更看库存还是capex？","html":"我也盯芯片股 现在就说脱周期还是早了点 你更看库存还是capex？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":563231586560136,"commentId":"563231586560136","gmtCreate":1778536343744,"gmtModify":1778592978902,"authorId":9000000000000717,"author":{"id":9000000000000717,"idStr":"9000000000000717","authorId":9000000000000717,"name":"AlvaThompson","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563222474641536,"objectIdStr":"563222474641536","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"周期没消失 只是波动钝化了 你看的是定价权还是产能结构？","text":"周期没消失 只是波动钝化了 你看的是定价权还是产能结构？","html":"周期没消失 只是波动钝化了 你看的是定价权还是产能结构？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}