半导体行业本轮上涨的_老虎社区_美港股上老虎

苍穹之剑888

02-14

半导体行业本轮上涨的周期比较长，涨幅比较大，但很难逃脱周期性的命运，美光本轮上涨走势比较突出，但也很难逃脱行业周期性的宿命

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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