存储穿越周期就搞笑的_老虎社区_美港股上老虎

存储穿越周期就搞笑的，股价从来都是先于行业见顶的。 $美光科技(MU)$ 业绩爆了，下季度指引也超预期，结果股价跌了30%，利好早就打进去了，加上巨额资本开支，这都是典型的周期股见顶信号。

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？】

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究极失眠患者
04-01
究极失眠患者
存储谈穿越周期？先问问美光30%的跌幅答不答应

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