我觉得3，需求逻辑没_老虎社区_美港股上老虎

我觉得3，需求逻辑没被打破，但两家的估值已把「涨价周期延续 + 供给纪律」提前计入，单一供给消息就足以让估值收缩。若后续没有第二家跟进扩产、且 AI 近线硬盘价格继续上行，这次回调的风险收益比会逐步转正；反之则不然。

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