加息预期提升至 90_老虎社区_美港股上老虎 - 老虎社区

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熊猫校长 Ming
09-12 07:49

加息预期提升至 90%，

云厂涨📈，光大部分涨📈

而大部分存储📉，

没有其他原因，

只因加息已经 Price in，

而有些 AI 股比如存储短期内涨太多，

就回撤一下，

等待下一次爆发。

AI 主线依旧强势，

拥抱趋势。

$Coherent(COHR)$ $迈威尔科技(MRVL)$ $SpaceX(SPCX)$

# HBM短缺推高芯片报价,存储超级周期能否延续?

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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