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扒拉算盘珠子

$美光科技(MU)$ 这波涨得猛，不是瞎炒。AI对存储的需求太凶了，产能根本跟不上，供不应求还得持续很久。手里有货的拿住，别被震下车。这趋势没变，跌了就是加仓机会。

闪迪财报来袭！能否复制海力士表现？

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。

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梦想去拉萨
04-10
梦想去拉萨
供不应求是真的，但股价已经涨了这么多，还能供不应求多久？

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