半导体行业历来周期性_老虎社区_美港股上老虎

大碗888

02-14

半导体行业历来周期性很强，美光此轮上涨比较亮眼，涨幅比较大的时间比较长，但个人认为难以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。

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":532498592960992,"tweetId":"532498592960992","gmtCreate":1771025424164,"gmtModify":1771025426687,"author":{"id":3547011533754218,"idStr":"3547011533754218","authorId":3547011533754218,"authorIdStr":"3547011533754218","name":"大碗888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":14,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"大摩强推美光！存储再度走强，你上车了吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"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。","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[],"coverImages":[],"html":"<html><head></head><body>半导体行业历来周期性很强，美光此轮上涨比较亮眼，涨幅比较大的时间比较长，但个人认为难以逃脱行业周期性的宿命</body></html>","htmlText":"<html><head></head><body>半导体行业历来周期性很强，美光此轮上涨比较亮眼，涨幅比较大的时间比较长，但个人认为难以逃脱行业周期性的宿命</body></html>","text":"半导体行业历来周期性很强，美光此轮上涨比较亮眼，涨幅比较大的时间比较长，但个人认为难以逃脱行业周期性的宿命","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/532498592960992","repostId":0,"isVote":1,"tweetType":1,"viewCount":318,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":103,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/532498592960992"}