美光科技（Micro_老虎社区_美港股上老虎

美光科技（Micron Technology）是美国唯一 DRAM/HBM/NAND 全栈供应商，全球第三大 DRAM 供应商、第三大 NAND 供应商，是美国唯一能与韩系竞争的高端存储厂。也AI 时代市场份额快速上升的黑马，高端 HBM 技术快速追赶三星/海力士。

“算力”轮动至“存储”？！SNDK, MU…还能买吗？

周二美股存储芯片指数涨超2.4%，双双续创新高。美伊战争爆发以来，存储芯片板块成为表现最好的大型科技股之一，具体表现：SanDisk大涨 49.3%，Western Digital上涨26.4%，Seagate Technology上涨 25.8%，Micron Technology上涨8.5%。【大家看好存储板块涨势吗？现阶段你的操作策略是？】

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