看清楚大的逻辑，一朝_老虎社区_美港股上老虎 - 老虎社区

看清楚大的逻辑，一朝一夕的涨跌不需要去关注。这东西就是存量博弈，涨价的原因就是供不应求且产能补不上来，景气周期哪这么快结束，行情至少一年没问题

内存供应短缺超预期！存储概念股还能继续涨？

存储芯片股带动芯片指数涨超2%、连续七日跑赢大盘，闪迪涨超9%。花旗报告表示，AI推理需求激增带动KV缓存存储爆发，SK海力士一季度DRAM与NAND均价预计环比分别上涨63%和70%，整体营收约52万亿韩元，环比增58%，季度营业利润料达39.1万亿韩元，环比翻倍、同比增426%，超市场预期。【内存供应短缺持续超预期，大家觉得还能继续持有吗？现在是否到了止盈时刻？】

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

叁陆玖
01-23
叁陆玖
一年半到两年都没问题
MartinBrown
01-22
MartinBrown
太对了，长线无忧！

发表看法

2

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":524547990380912,"tweetId":"524547990380912","gmtCreate":1769090069933,"gmtModify":1769090072887,"author":{"id":3536855912478993,"idStr":"3536855912478993","authorId":3536855912478993,"authorIdStr":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":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":"2026.02.03","exceedPercentage":"93.29%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"内存供应短缺超预期！存储概念股还能继续涨？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"存储芯片股带动芯片指数涨超2%、连续七日跑赢大盘，闪迪涨超9%。花旗报告表示，AI推理需求激增带动KV缓存存储爆发，SK海力士一季度DRAM与NAND均价预计环比分别上涨63%和70%，整体营收约52万亿韩元，环比增58%，季度营业利润料达39.1万亿韩元，环比翻倍、同比增426%，超市场预期。【内存供应短缺持续超预期，大家觉得还能继续持有吗？现在是否到了止盈时刻？】","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>看清楚大的逻辑，一朝一夕的涨跌不需要去关注。这东西就是存量博弈，涨价的原因就是供不应求且产能补不上来，景气周期哪这么快结束，行情至少一年没问题</p></body></html>","htmlText":"<html><head></head><body><p>看清楚大的逻辑，一朝一夕的涨跌不需要去关注。这东西就是存量博弈，涨价的原因就是供不应求且产能补不上来，景气周期哪这么快结束，行情至少一年没问题</p></body></html>","text":"看清楚大的逻辑，一朝一夕的涨跌不需要去关注。这东西就是存量博弈，涨价的原因就是供不应求且产能补不上来，景气周期哪这么快结束，行情至少一年没问题","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/524547990380912","repostId":0,"isVote":1,"tweetType":1,"viewCount":1809,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":137,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":524597799096536,"commentId":"524597799096536","gmtCreate":1769102315896,"gmtModify":1769102319704,"authorId":4204802400643660,"author":{"id":4204802400643660,"idStr":"4204802400643660","authorId":4204802400643660,"name":"叁陆玖","avatar":"https://static.tigerbbs.com/5a61cb1fc8302cd28e8e2f9dd40fd661","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":524547990380912,"objectIdStr":"524547990380912","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"一年半到两年都没问题","text":"一年半到两年都没问题","html":"一年半到两年都没问题","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":524759670296656,"commentId":"524759670296656","gmtCreate":1769091605300,"gmtModify":1769176633979,"authorId":9000000000000171,"author":{"id":9000000000000171,"idStr":"9000000000000171","authorId":9000000000000171,"name":"MartinBrown","avatar":"https://static.tigerbbs.com/0a22e6ef29a65a63cc71ce99b7d23b55","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":524547990380912,"objectIdStr":"524547990380912","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"太对了，长线无忧！","text":"太对了，长线无忧！","html":"太对了，长线无忧！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/524547990380912"}