$美光科技(MU)$_老虎社区_美港股上老虎

韭菜ooo

02-12

$美光科技(MU)$由于模型变得更大，Token 数量激增，上下文窗口变得更长，推理变得更加密集，agents调用，这些因素加速驱动存储需求高增长。看好美光

存储涨价潮！近期回调能否给机会？

时隔一个月再度飙升，报道：三星电子Q1 DRAM价格涨幅从70%上调至100%。供需严重失调，Nand闪存一季度预计涨价90%。【存储板块近期回调，是否是上车时机？大家看好其后市发展吗？】

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