这波大涨背后，核心逻_老虎社区_美港股上老虎

TimothyX
05-27

这波大涨背后，核心逻辑还是高频宽记忆体HBM。随著NVIDIA等AI巨头持续加大AI GPU和资料中心投入，HBM需求快速升温。相比普通DRAM，HBM技术门槛更高、供应更紧、单价和毛利率也更有想像空间。海力士作为主要供应商，HBM市占率超过60%，在技术节奏、客户认证和产能供应上都占据明显优势。

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