逝去的2025年，失_老虎社区_美港股上老虎

以期之道

02-10

逝去的2025年，失去了多少？$英伟达(NVDA)$ $美光科技(MU)$

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。

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