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2026年中盘点
2026年上半年充满了波动和机遇，回首过往，你抓住了哪些波动和机遇？
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faysl
faysl
·
07:48
没拿住，卖了这个换那个。。。
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Yelena_007
Yelena_007
·
06-01 23:25
买了没拿住[流泪]
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1
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Sophia0518
Sophia0518
·
06-01 17:54
核心看是啥时候买的[捂脸]
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小米死多头
小米死多头
·
06-01 14:50
内存股我是真的不敢买，恐高啊
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vision
vision
·
06-01 13:48
2026领涨股：你买中了几只？
说到2026年领涨股，相信很多朋友脑海里最先想到的就是存储股。 是的，
$闪迪(SNDK)$
直接以 614% 的涨幅遥遥领先，成为今年最强股票之一。紧随其后的是
$美光科技(MU)$
今年涨幅也达到 240%。再加上
$希捷科技(STX)$
、
$西部数据(WDC)$
，可以说，存储板块几乎包揽了今年美股最强主线之一。 为什么存储股这么强？ 核心原因还是 AI。AI 训练、推理、数据中心扩张，都离不开海量数据存储。过去市场把存储股看成周期股，但现在随着 AI 需求持续爆发，市场开始重新给 DRAM、NAND、SSD、HBM 这些核心环节定价。 除了存储股，今年还有不少 AI 基础设施公司也表现亮眼。
$戴尔(DELL)$
涨幅超过 230%，背后是 AI 服务器需求爆发；
$ARM Holdings(ARM)$
、
$美国超微公司(AMD)$
、
看
1.67万
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4
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6
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2026领涨股：你买中了几只？
faysl
faysl
·
07:48
没拿住，卖了这个换那个。。。
看
58
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点赞
编组 21备份 2
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Yelena_007
Yelena_007
·
06-01 23:25
买了没拿住[流泪]
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22
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1
编组 21备份 2
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vision
vision
·
06-01 13:48
2026领涨股：你买中了几只？
说到2026年领涨股，相信很多朋友脑海里最先想到的就是存储股。 是的，
$闪迪(SNDK)$
直接以 614% 的涨幅遥遥领先，成为今年最强股票之一。紧随其后的是
$美光科技(MU)$
今年涨幅也达到 240%。再加上
$希捷科技(STX)$
、
$西部数据(WDC)$
，可以说，存储板块几乎包揽了今年美股最强主线之一。 为什么存储股这么强？ 核心原因还是 AI。AI 训练、推理、数据中心扩张，都离不开海量数据存储。过去市场把存储股看成周期股，但现在随着 AI 需求持续爆发，市场开始重新给 DRAM、NAND、SSD、HBM 这些核心环节定价。 除了存储股，今年还有不少 AI 基础设施公司也表现亮眼。
$戴尔(DELL)$
涨幅超过 230%，背后是 AI 服务器需求爆发；
$ARM Holdings(ARM)$
、
$美国超微公司(AMD)$
、
看
1.67万
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4
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6
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2026领涨股：你买中了几只？
Sophia0518
Sophia0518
·
06-01 17:54
核心看是啥时候买的[捂脸]
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204
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1
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小米死多头
小米死多头
·
06-01 14:50
内存股我是真的不敢买，恐高啊
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2
编组 21备份 2
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