算看出来了，只要跟A_老虎社区_美港股上老虎

算看出来了，只要跟AI沾边的半导体科技公司出财报，甭管业绩多好，一定要减仓或清仓。今年西数、英特尔、英伟达、阿斯麦、美光、谷歌，加上今天海力士都是例子。还好盘中和盘后出了半仓美光 $西部数据(WDC)$ $英特尔(INTC)$ $美光科技(MU)$ $闪迪(SNDK)$

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。

精彩评论

大妮儿
04-24
大妮儿
没事折腾他干啥呢？高景气行业盯着行业拐点，其他时间不用折腾
天空使者
04-24
天空使者
再不上车没机会了 intel 情绪已经爆发
芒格的伙伴
04-24
芒格的伙伴
这个刚收盘就涨了16个点
心機之蛙
04-24
心機之蛙
打脸来的如此之快
夜阑静有谁共鸣
04-24
夜阑静有谁共鸣
打脸了吧

发表看法

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