今天盘中巨震后，下午_老虎社区_美港股上老虎

暮江天
05-28 17:39

今天盘中巨震后，下午有所回暖，但要注意的是，近段时间整体是下跌放量，上涨缩量，所以暂时当做超跌反弹来对待，市场本身并不强，主要靠外面市场的强度来进行托举，还是比较被动的，题材上日内博弈是环绕AI硬件来展开，市场回落时，看看有没有新的细分，然后就是观察近期情绪题材的天花板，能不能拓展一点$西部材料(002149)$ $歌尔股份(002241)$ $东百集团(600693)$ $波长光电(301421)$ $盈方微(000670)$

# 美光跻身万亿俱乐部，高盛认为是ai最大赢家，你认可吗？

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":569167770886400,"tweetId":"569167770886400","gmtCreate":1779961168166,"gmtModify":1779961670788,"author":{"id":4181360194934562,"idStr":"4181360194934562","authorId":4181360194934562,"authorIdStr":"4181360194934562","name":"暮江天","avatar":"https://static.tigerbbs.com/e89470778b875076a078ae591f2edc7b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":52,"starInvestorFlag":false},"themes":[{"themeId":"02b208dc4eb84529b21e559d6ee34484","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"美光跻身万亿俱乐部，高盛认为是ai最大赢家，你认可吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":02b208dc4eb84529b21e559d6ee34484}&rnconfig={\"headerBarHidden\": true}","description":"美光（MU）今日涨3.6%至$928，高盛将其列为当前AI最大赢家之一，同期SK Hynix与美光联手跻身万亿美元市值俱乐部，HBM内存供应紧张叠加数据中心Capex持续上修构成双重催化。Roundhill记忆体ETF（DRAM）同日仅涨0.36%，显示资金高度集中于龙头。SK Hynix产能扩张能否在下半年压缩美光的溢价空间，还是HBM需求大到两家都吃不完？你会选择DRAM ETF吗？","image":"https://static.tigerbbs.com/d5346425e6f4beb2894b420397d633fc"}],"images":[{"img":"https://static.tigerbbs.com/a7ec2002bdacc1c19677512315b34eb4","width":"756","height":"824"}],"coverImages":[{"img":"https://static.tigerbbs.com/a7ec2002bdacc1c19677512315b34eb4","width":"756","height":"824"}],"title":"","html":"<html><head></head><body><p>今天盘中巨震后，下午有所回暖，但要注意的是，近段时间整体是下跌放量，上涨缩量，所以暂时当做超跌反弹来对待，市场本身并不强，主要靠外面市场的强度来进行托举，还是比较被动的，题材上日内博弈是环绕AI硬件来展开，市场回落时，看看有没有新的细分，然后就是观察近期情绪题材的天花板，能不能拓展一点<a href=\"https://laohu8.com/S/002149\">$西部材料(002149)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002241\">$歌尔股份(002241)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600693\">$东百集团(600693)$ </a>&nbsp;<a href=\"https://laohu8.com/S/301421\">$波长光电(301421)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000670\">$盈方微(000670)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/a7ec2002bdacc1c19677512315b34eb4\" tg-width=\"756\" tg-height=\"824\"></body></html>","htmlText":"<html><head></head><body><p>今天盘中巨震后，下午有所回暖，但要注意的是，近段时间整体是下跌放量，上涨缩量，所以暂时当做超跌反弹来对待，市场本身并不强，主要靠外面市场的强度来进行托举，还是比较被动的，题材上日内博弈是环绕AI硬件来展开，市场回落时，看看有没有新的细分，然后就是观察近期情绪题材的天花板，能不能拓展一点<a href=\"https://laohu8.com/S/002149\">$西部材料(002149)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002241\">$歌尔股份(002241)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600693\">$东百集团(600693)$ </a>&nbsp;<a href=\"https://laohu8.com/S/301421\">$波长光电(301421)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000670\">$盈方微(000670)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/a7ec2002bdacc1c19677512315b34eb4\" tg-width=\"756\" tg-height=\"824\"></body></html>","text":"今天盘中巨震后，下午有所回暖，但要注意的是，近段时间整体是下跌放量，上涨缩量，所以暂时当做超跌反弹来对待，市场本身并不强，主要靠外面市场的强度来进行托举，还是比较被动的，题材上日内博弈是环绕AI硬件来展开，市场回落时，看看有没有新的细分，然后就是观察近期情绪题材的天花板，能不能拓展一点$西部材料(002149)$ $歌尔股份(002241)$ $东百集团(600693)$ $波长光电(301421)$ $盈方微(000670)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/569167770886400","repostId":0,"isVote":1,"tweetType":1,"viewCount":236,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["002241","600693","301421","000670","002149"],"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":359,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}