Sodmos
01-10 08:15
取决于Ai泡沫什么时候破,不知道到时是春江水暖,还是水落石出
闪迪、美光集体回落!存储板块调整开启?
三星和SK海力士寻求将服务器DRAM价格最高上涨70%。全球半导体开年集体爆发,上周五1月2日至今,闪迪涨超47%,美光科技涨超20%,光刻机龙头阿斯麦涨超16%,台积电涨超7%。黄仁勋看好AI系统对存储需求后,再次提振市场情绪。【周四存储板块高位回落,其中存储芯片巨头闪迪跌超5%,大家觉得会迎来一波调整吗?后市你是否还看好?】
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