存储跌不下去了，字节_老虎社区_美港股上老虎

存储跌不下去了，字节即梦2.0出来，比sora厉害多了。西部数据，HDD领域和希捷，唯二，没有其他选手了。Seedance 2.0出来只是刚开始，对存储的需求太大了。机械硬盘性价比高，需求更多。

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

小作坊用料
02-11
小作坊用料
那为什么晚上跌成这样？[喷血]
- 员力觉醒:
  释放能量，继续向上。
PTOL
02-10
PTOL
存储需求井喷，西部希捷双雄起飞！
我就不要5000万美元Taoist Deity
02-10
我就不要5000万美元Taoist Deity
又不能卖给中国

发表看法

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