一切重新开始，汇丰看_老虎社区_美港股上老虎

一切重新开始，汇丰看高到750美元，你相信光速吗？ $美光科技(MU)$

美银美林4月24日发布的全球存储技术周报显示，一季度财报季后，主要存储芯片制造商扩产HBM的热情明显降温，部分原本划拨给HBM的资本开支预算已被转移至传统DRAM乃至NAND，从而引发存储行业的投资逻辑正从"AI溢价"向"传统供给短缺"切换。【$闪迪 (SNDK.US)$ 将于4月30日盘后公布2026财年第三财季业绩，大家觉得能否复制海力士绩后走势？目前你是看涨or看跌？】

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

大小摩
03-20
大小摩
750都是很保守的

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