现在存储的行情，全球_老虎社区_美港股上老虎

现在存储的行情，全球资金都往里走涌进去，做空者也觉得有利可图。而做多者明显无视这一切的所谓利空，实质上，利空消息力度一般，没有实质大力度利空消息出现。所以，盘面上，依然是看多。而西数，闪迪，希捷这些盘整了将近一个月，三星/海力士此段时间狂奔高歌猛进40%，折中一下，美股存储还得继续行情，美光得奔500去了，且看未来5个交易日的走向如何。

$美光科技(MU)$ $闪迪(SNDK)$ $西部数据(WDC)$

内存供应短缺超预期！存储概念股还能继续涨？

存储芯片股带动芯片指数涨超2%、连续七日跑赢大盘，闪迪涨超9%。花旗报告表示，AI推理需求激增带动KV缓存存储爆发，SK海力士一季度DRAM与NAND均价预计环比分别上涨63%和70%，整体营收约52万亿韩元，环比增58%，季度营业利润料达39.1万亿韩元，环比翻倍、同比增426%，超市场预期。【内存供应短缺持续超预期，大家觉得还能继续持有吗？现在是否到了止盈时刻？】

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

DouglasMalan
02-26
DouglasMalan
存储股太猛了，美光冲500！
chenx32401
02-26
chenx32401
现在是单边避空行情

发表看法

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