买IBM后天天涨，三星出了创纪录财报，但是存储急跌_老虎社区_美港股上老虎

买IBM后天天涨，三星出了创纪录财报，但是存储急跌

韩国三星电子出了创纪录的财报，但是股价整个崩了，三星电子营业收入翻倍为171万亿韩元，营业利润是89.4万亿韩元，同比增长18倍多，超过了过去三年总和，也超过了苹果和英伟达，韩国股市隔夜大跌，三星一度大跌10%。18倍多的利润增速市场还不满意吗？实际上是利好出尽，市场早已预料到三星的爆炸式增长，甚至实际值没有超市场预期。还有一点以后还能不能达到18倍？答案是否定的，最近内存价格涨幅环比收窄，内存超级周期很有可能见顶。

$南方两倍做多三星电子(07747)$ $三星电子(SSNLF)$ $Meta Platforms, Inc.(META)$ $IBM(IBM)$ $SpaceX(SPCX)$

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