四家组局相互屯对方的_老虎社区_美港股上老虎 - 老虎社区

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roseking
05-13 17:35

四家组局相互屯对方的库存商品和服务，大家营收都漂亮。炒高股价。五粮液的升级玩法。

异动解读 | AI存储热潮持续催化，闪迪盘前大涨5.03%

闪迪(SNDK)今日盘前股价大幅上涨5.03%，引起了市场的广泛关注。消息面上，AI存储赛道持续高景气是推动闪迪股价上涨的主要原因。作为全球内存接口芯片的绝对龙头，闪迪的DDR5内存接口芯片全球市占率超过45%。随着AI服务器对DDR5内存的需求呈指数级增长，直接拉动了公司产品的出货量爆发。此外，闪迪的HBM内存缓冲控制器、CXL互连芯片已获得英伟达认证，并与英特尔、AMD、英伟达等行业龙头签订了长期供货协议，产品成功进入全球头部AI服务器供应链。闪迪目前是标普500指数中年内表现最佳的个股，累计涨幅达558%，其AI存储产业链"卖铲人"的市场地位持续得到巩固。

异动解读 | AI存储热潮持续催化，闪迪盘前大涨5.03%

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