存储板块赢麻了！美光，还在上行周期中吗？

小虎AV

01-22

悬赏1000虎币

美光科技（Micron）CEO Sanjay Mehrotra近期接受访谈，表示在内存市场供给紧张的背景下，公司正专注于提升产能。

美光CEO回答了一系列类似AI内存芯片2026年后依然供不应求该如何应对、新半导体制造工厂的动工建设等问题。1月截止21日，美光年内涨幅36.33%，AI训练+推理推动着对DRAM+高容量存储需求爆发。

大家觉得美光还在上行周期中吗？存储板块，是该继续buy and hold吗？ $美光科技(MU)$

大摩强推美光！存储再度走强，你上车了吗？

美光高管在行业会议上就下一代高带宽内存芯片的竞争力发表积极表态，缓解了市场对其在HBM4领域落后竞争对手的担忧。华尔街大佬Tepper押注存储：美光持仓激增200%，新买韩国ETF。

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。

悬赏已结束

750虎币已分给25位参与者,剩余250虎币已退还至发起者

截止至02/12 13:17

精彩评论

Sodmos
01-22
Sodmos
赢得30虎币
继续上涨
用心良苦的呵呵
01-22
用心良苦的呵呵
赢得30虎币
我觉得还在继续上涨
赚钱了2025
01-22
赚钱了2025
赢得30虎币
感觉短期上的太猛了，已经上车的就等着吧，没上车的就算了，等等有机会再说了
牛牛牛豆腐干豆腐
01-22
牛牛牛豆腐干豆腐
赢得30虎币
定投+动态止盈吧，感觉上升太快了
静静收割美狗
01-22
静静收割美狗
赢得30虎币
太可惜了，90多的时候没有买
ZHui
01-22
ZHui
赢得30虎币
在现在这个市场环境下，美光机会无限

发表看法

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