$美光科技(MU)$_老虎社区_美港股上老虎

艳阳高照天

02-19

$美光科技(MU)$今天初三了，看了一眼美股，昨晚美光大涨5%，最近美光走势确实很猛，年初至今涨了40%，这背后其实就是AI带动的高带宽存储器hbm需求爆了。

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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