我觉得很多人还没意识_老虎社区_美港股上老虎

影子作手2049

我觉得很多人还没意识到，AI建设其实才刚刚起步。$迈威尔科技(MRVL)$ 可能会成为下一个 $美光科技(MU)$ 或 $闪迪(SNDK)$ 。他们的客户还能去哪找这种专门用途的AI芯片？$英伟达(NVDA)$ 花几十亿在 $迈威尔科技(MRVL)$ 上，总归有原因吧。

SK海力士利润暴增6倍却跌9%，AI存储见顶了？

SK海力士今日跌8.98%，Q2利润同比暴增六倍，却因"未及市场对AI存储的极高预期"遭抛售（Yahoo）。这份"创纪录却不及预期"的财报点燃存储恐慌：美光跌8.85%、闪迪跌14.25%；Benzinga称中国长鑫（CXMT）热潮引爆"最惨KOSPI抛售"、韩股一个月跌28%，全球芯片市值蒸发逾1万亿美元。记录级利润都托不住股价，存储超级周期真的见顶了吗？

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吉林临江
05-28
吉林临江
迈威尔是啥

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