$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$ 财报确实猛，但这不是普通的周期行情。AI把存储需求彻底带起来了，数据中心成了主力，以后不会像以前那样大起大落。产能又跟不上，紧缺还得持续。股价跌下来，我觉得是机会。

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？】

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