大妮儿
03-19
战争历来就是短期扰动，去年就是川普送的礼，4月加的仓年底翻倍了。今年也是一样，超级景气周期遇到强外部扰动，这个黄金坑还不满仓，浪费机会。我把仓位集中到了弹性最大的AI标的，账户已经接近前高了。
存储板块再传利好！行情能否持续？
TrendForce预测，DRAM价格将在第二季度上涨58%至63%。尽管各公司计划扩大产能，但预计到2027年仍将面临供应短缺。分析师预测，三星今年的营业利润可能超过300万亿韩元，明年将超过400万亿韩元。【存储板块再传利好，大家看好美光等公司涨势吗？股价能否收复失地？】
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。
分享至
微信
复制链接
精彩评论
lilk2road
03-19
lilk2road
满仓AI，翻倍稳了！
什么也没有了～
APP内打开
发表看法
1
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":544269959705288,"tweetId":"544269959705288","gmtCreate":1773853207451,"gmtModify":1773853210104,"author":{"id":3536855912478993,"idStr":"3536855912478993","authorId":3536855912478993,"authorIdStr":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","exceedPercentage":"93.29%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"存储板块再传利好！行情能否持续？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"TrendForce预测，DRAM价格将在第二季度上涨58%至63%。尽管各公司计划扩大产能，但预计到2027年仍将面临供应短缺。分析师预测，三星今年的营业利润可能超过300万亿韩元，明年将超过400万亿韩元。【存储板块再传利好，大家看好美光等公司涨势吗？股价能否收复失地？】","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[],"coverImages":[],"html":"<html><head></head><body>战争历来就是短期扰动，去年就是川普送的礼，4月加的仓年底翻倍了。今年也是一样，超级景气周期遇到强外部扰动，这个黄金坑还不满仓，浪费机会。我把仓位集中到了弹性最大的AI标的，账户已经接近前高了。</body></html>","htmlText":"<html><head></head><body>战争历来就是短期扰动，去年就是川普送的礼，4月加的仓年底翻倍了。今年也是一样，超级景气周期遇到强外部扰动，这个黄金坑还不满仓，浪费机会。我把仓位集中到了弹性最大的AI标的，账户已经接近前高了。</body></html>","text":"战争历来就是短期扰动，去年就是川普送的礼，4月加的仓年底翻倍了。今年也是一样，超级景气周期遇到强外部扰动，这个黄金坑还不满仓，浪费机会。我把仓位集中到了弹性最大的AI标的，账户已经接近前高了。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/544269959705288","repostId":0,"isVote":1,"tweetType":1,"viewCount":485,"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":180,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":544191731127152,"commentId":"544191731127152","gmtCreate":1773854803115,"gmtModify":1773908808508,"authorId":3479274811665394,"author":{"id":3479274811665394,"idStr":"3479274811665394","authorId":3479274811665394,"name":"lilk2road","avatar":"https://static.laohu8.com/picture176","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":544269959705288,"objectIdStr":"544269959705288","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"满仓AI，翻倍稳了！","text":"满仓AI，翻倍稳了！","html":"满仓AI，翻倍稳了！","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/544269959705288"}
精彩评论