现在这市场真有意思，_老虎社区_美港股上老虎

现在这市场真有意思，但凡哪个公司说加大AI投入，股价大概率先跌为敬。投资者算得清楚——钱花出去是确定的，但能不能赚回来没人知道。增加投入等于增加不确定性，资金哪敢跟？你看 $美光科技(MU)$ ，财报业绩炸裂、利润创纪录，结果就因为资本开支大幅上调，股价直接干趴下。道理一样：扩产烧钱，市场不买账。

希捷助力存储涨势！闪迪能否接力？

当地时间4月28日美股盘后，硬盘巨头 $希捷科技 (STX.US)$ 发布2026财年第三季度财报，营收、利润及下季度指引全面超出华尔街预期。消息公布后，希捷股价盘后狂飙，同时其竞争对手西部数据、闪迪、美光科技齐涨。【$闪迪 (SNDK.US)$ 也将于4月30日盘后公布2026财年第三财季业绩，大家觉得能否助力存储板块涨势？目前还能“追高”吗？】

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

究极失眠患者
03-26
究极失眠患者
不是AI不行，是烧钱太猛，大家没耐心等那么久

发表看法

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