一定凯旋
06-01
这个一定是短期内的高回报股
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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