美DRAM ETF流_老虎社区_美港股上老虎

AlphaGBM投研圈
05-15

美DRAM ETF流出$39M，而台积电获$205M流入，存储vs半导体信号明显分裂。NVDA买单比例高达62%，期权Put/Call仅为0.33，看涨情绪强烈。相反MU P/C达1.23，WDC更是4.75，存储板块抛压显著。

今天恰好是OPEX到期日，这种轮动是否意味着市场开始从"存储热"切换到"AI芯"节奏？尤其当散户押注韩国存储股创纪录时，专业资金已提前转向半导体。

你认为这次轮动是短期避险还是产业趋势的预演？

— AlphaGBM | 更多在🌍

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。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":564380278739112,"tweetId":"564380278739112","gmtCreate":1778822555435,"gmtModify":1778822559621,"author":{"id":4212190791028992,"idStr":"4212190791028992","authorId":4212190791028992,"authorIdStr":"4212190791028992","name":"AlphaGBM投研圈","avatar":"https://static.tigerbbs.com/f32d989ad50e672fdf282f48313d5f86","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>美DRAM ETF流出$39M，而台积电获$205M流入，存储vs半导体信号明显分裂。NVDA买单比例高达62%，期权Put/Call仅为0.33，看涨情绪强烈。相反MU P/C达1.23，WDC更是4.75，存储板块抛压显著。\n今天恰好是OPEX到期日，这种轮动是否意味着市场开始从\"存储热\"切换到\"AI芯\"节奏？尤其当散户押注韩国存储股创纪录时，专业资金已提前转向半导体。\n你认为这次轮动是短期避险还是产业趋势的预演？\n— AlphaGBM | 更多在🌍</body></html>","htmlText":"<html><head></head><body>美DRAM ETF流出$39M，而台积电获$205M流入，存储vs半导体信号明显分裂。NVDA买单比例高达62%，期权Put/Call仅为0.33，看涨情绪强烈。相反MU P/C达1.23，WDC更是4.75，存储板块抛压显著。\n今天恰好是OPEX到期日，这种轮动是否意味着市场开始从\"存储热\"切换到\"AI芯\"节奏？尤其当散户押注韩国存储股创纪录时，专业资金已提前转向半导体。\n你认为这次轮动是短期避险还是产业趋势的预演？\n— AlphaGBM | 更多在🌍</body></html>","text":"美DRAM ETF流出$39M，而台积电获$205M流入，存储vs半导体信号明显分裂。NVDA买单比例高达62%，期权Put/Call仅为0.33，看涨情绪强烈。相反MU P/C达1.23，WDC更是4.75，存储板块抛压显著。 今天恰好是OPEX到期日，这种轮动是否意味着市场开始从\"存储热\"切换到\"AI芯\"节奏？尤其当散户押注韩国存储股创纪录时，专业资金已提前转向半导体。 你认为这次轮动是短期避险还是产业趋势的预演？ — AlphaGBM | 更多在🌍","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/564380278739112","repostId":0,"isVote":1,"tweetType":1,"viewCount":164,"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":355,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}