$南方两倍做多海力士_老虎社区_美港股上老虎 - 老虎社区

$南方两倍做多海力士(07709)$ 冲

存储涨价潮！闪迪、美光牛市还在吗？

据报道，三星电子自本月12日起全球率先实现HBM4的量产，目前正以比上一代HBM3E高出20%至30%的价格进行谈判，在HBM、通用型DRAM和NAND闪存价格全面走高的背景下，预计三星电子和SK海力士将在今年第一季度打破此前的季度营业利润纪录。【存储涨价潮愈演愈烈，大家觉得牛市是否还在？现在你对闪迪、美光有何看法？】

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。

精彩评论

菜荳
2025-11-11
菜荳
明天才可以买呵
菜荳
2025-11-11
菜荳
这是啥
- 巴黎炒家:
  存储龙头

发表看法

3

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":498678844833880,"tweetId":"498678844833880","gmtCreate":1762773395599,"gmtModify":1762829161331,"author":{"id":4088042316120910,"idStr":"4088042316120910","authorId":4088042316120910,"authorIdStr":"4088042316120910","name":"巴黎炒家","avatar":"https://static.tigerbbs.com/a0de84d328e7c54665b2de583389808d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.16","exceedPercentage":"93.79%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":128,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":128,"starInvestorOrderShareNum":65,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":205.8,"showRor":true,"winRationPercentage":68.518519,"tradeVolumeEst":0},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"存储涨价潮！闪迪、美光牛市还在吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"据报道，三星电子自本月12日起全球率先实现HBM4的量产，目前正以比上一代HBM3E高出20%至30%的价格进行谈判，在HBM、通用型DRAM和NAND闪存价格全面走高的背景下，预计三星电子和SK海力士将在今年第一季度打破此前的季度营业利润纪录。【存储涨价潮愈演愈烈，大家觉得牛市是否还在？现在你对闪迪、美光有何看法？】","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[{"img":"https://static.tigerbbs.com/ba5f914527302a044369a05897a72b9f","width":"1122","height":"1737"}],"coverImages":[{"img":"https://static.tigerbbs.com/ba5f914527302a044369a05897a72b9f","width":"1122","height":"1737"}],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 冲</p><img src=\"https://static.tigerbbs.com/ba5f914527302a044369a05897a72b9f\" tg-width=\"1122\" tg-height=\"1737\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 冲</p><img src=\"https://static.tigerbbs.com/ba5f914527302a044369a05897a72b9f\" tg-width=\"1122\" tg-height=\"1737\"></body></html>","text":"$南方两倍做多海力士(07709)$ 冲","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/498678844833880","repostId":0,"isVote":1,"tweetType":1,"viewCount":3227,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["07709"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":499056133018400,"commentId":"499056133018400","gmtCreate":1762865592454,"gmtModify":1762865596323,"authorId":4095575039567410,"author":{"id":4095575039567410,"idStr":"4095575039567410","authorId":4095575039567410,"name":"菜荳","avatar":"https://static.tigerbbs.com/da5d7bc464f67bc4461a02eb446f8e6c","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":498678844833880,"objectIdStr":"498678844833880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"明天才可以买呵","text":"明天才可以买呵","html":"明天才可以买呵","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":499045319188840,"commentId":"499045319188840","gmtCreate":1762862721775,"gmtModify":1762862725604,"authorId":4095575039567410,"author":{"id":4095575039567410,"idStr":"4095575039567410","authorId":4095575039567410,"name":"菜荳","avatar":"https://static.tigerbbs.com/da5d7bc464f67bc4461a02eb446f8e6c","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":498678844833880,"objectIdStr":"498678844833880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"这是啥","text":"这是啥","html":"这是啥","likeSize":0,"commentSize":1,"subComments":[{"id":499055661658152,"commentId":"499055661658152","gmtCreate":1762865223281,"gmtModify":1762865226962,"authorId":4088042316120910,"author":{"id":4088042316120910,"idStr":"4088042316120910","authorId":4088042316120910,"name":"巴黎炒家","avatar":"https://static.tigerbbs.com/a0de84d328e7c54665b2de583389808d","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.16","exceedPercentage":"93.79%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":498678844833880,"objectIdStr":"498678844833880","type":1,"supId":499045319188840,"supIdStr":"499045319188840","prevId":0,"prevIdStr":"0","content":"存储龙头","text":"存储龙头","html":"存储龙头","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/498678844833880"}