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

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。

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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

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