不是之前各种做空观点_老虎社区_美港股上老虎 - 老虎社区

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cky10327
07-21 00:27

不是之前各种做空观点嘛，变得真快

存储概念股悉数上扬闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口

大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。

存储概念股悉数上扬闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口

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。

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Moore及其团队上周密集走访数据中心采购渠道后确认，存储短缺的强度没有任何减弱迹象。大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口</title>\n<style 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美股存储概念股盘初悉数上扬，截至发稿，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%，SK 海力士 (SKHY) 涨 5.02%，<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%，<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露，分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认，存储短缺的强度没有任何减弱迹象。大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","AIS":"VistaShares Artificial Intelligence Supercycle ETF","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","JGRO":"Jpmorgan Active Growth ETF","SOXX":"iShares费城交易所半导体ETF","IE00BKVL7J92.USD":"Legg Mason ClearBridge - 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