存储跌不下去了，字节_老虎社区_美港股上老虎 - 老虎社区

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。

$西部数据(WDC)$ $希捷科技(STX)$

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

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

4

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