现在存储器厂都把产能_老虎社区_美港股上老虎

大小摩

11-14 20:03

现在存储器厂都把产能挪给AI了，老美的AI真用得了那么多存储吗？现在汽车和手机下单都变谨慎了，库存里的货也不敢多备，怕存储芯片供应跟不上 $中芯国际(00981)$

港科网股大跌！超跌反弹搏哪家？

港股科网股全线调整，百度跌超8%，京东跌超4%，腾讯、阿里、快手、小米均跌超2%。今年恒生科技指数仍涨超30%，大家觉得这是最后一跌，还是已经破位？港股接下来你更看好哪个板块？

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