单季利润逼平英伟达，为何估值垫底？美光财报撕开AI底牌：科技七姐妹正在被“吸血”

2天前市场集体减仓，怕美光这份财报利好出尽，毕竟过去8次财报6次都是炸裂的，估计照样跌，结果美光财报后大涨15%，带动韩国股市大涨，一份内存股财报把ai泡沫引发的全球抛售从悬崖边拉回来，但另一方面第二天苹果宣布涨价，大跌6%。这期视频就带大家看看美光财报。 $美光科技(MU)$ $苹果(AAPL)$

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？

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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揭谛投资
06-29
揭谛投资
$MaxLinear(MXL)$ 测试下

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