Nn2
06-02
$美光科技(MU)$
续涨！科技强国，怎能少得了科技。
SK海力士涨超8%，两家投行齐喊$200目标价？
SK海力士今日上涨8.17%，Wolfe Research与RBC Capital同日首次覆盖、双双给出"跑赢大盘"评级和200美元目标价，HBM高带宽内存的AI需求是核心逻辑。作为英伟达HBM主力供应商，海力士被视为AI算力扩张最直接的存储受益方。但存储强周期属性下，涨价见顶风险始终高悬。两大投行同时背书，海力士的HBM红利还能兑现多久？
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AdamDavis
06-02
AdamDavis
这波美光续涨挺硬 存储线是不是又要动了
什么也没有了～
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