$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$美光存储涨价，嫌贵不买没关系，过几天照片小电影存满了，自然就加价买了。不然你删除？腾出存储空间？（哪张照片，哪部电影舍得删？三星，美光等D RAM垄断，也可以逼消费者用企业云存储，按月支付，收益长期稳定逻辑。存储泡沫不存在

存储进入卖方周期！SNDK, MU…还能涨多少？

花旗预估全球存储市场会进一步紧缺。供应链知情人士透露， $SanDisk Corp (SNDK.US)$ 已向部分下游客户提出了一项被业界称为“前所未闻”的合同形式：要求客户支付全额现金预付款，以锁定未来1至3年的供应配额。上周五，闪迪股价再度大涨13%，续创历史新高。【存储板块狂飙，现在还能买哪只个股？后市你还看好吗？】

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谛尘
01-12
谛尘
DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格

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