勇闯华尔街
07-02
昨天鼓起勇气建仓海力士正股，今天闷头一棍！适当补点还是继续等低点补呀，有没有在储存的兄弟
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？
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。
分享至
微信
复制链接
精彩评论
我要拿个锤
07-02
我要拿个锤
正股好啊，涨涨跌跌，2倍 3倍的磨损， 今晚还非农，不急预期的话，要被炸上天
投机大师
07-02
投机大师
当前风险大于收益，刀口舔血的韭菜行为
勇闯华尔街
07-02
勇闯华尔街
1500韩币等于1美元，4万美元建仓！
什么也没有了～
APP内打开
发表看法
3
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":581438984304008,"tweetId":"581438984304008","gmtCreate":1782983043240,"gmtModify":1782983432157,"author":{"id":4224472890604392,"idStr":"4224472890604392","authorId":4224472890604392,"authorIdStr":"4224472890604392","name":"勇闯华尔街","avatar":"https://static.tigerbbs.com/8d2e76ec54e07865389d45c1aa9366f6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"02b208dc4eb84529b21e559d6ee34484","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"SK海力士涨超8%，两家投行齐喊$200目标价？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":02b208dc4eb84529b21e559d6ee34484}&rnconfig={\"headerBarHidden\": true}","description":"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？","image":"https://static.tigerbbs.com/86801be9e4df9b22f3df78b3cc5592b2"}],"images":[{"img":"https://static.tigerbbs.com/511f4afe850384ed11afbdf51d96f8af","width":"1320","height":"1132"},{"img":"https://static.tigerbbs.com/aa213d0e98e1df75ce84f7b520492a4f","width":"1320","height":"2868"}],"coverImages":[{"img":"https://static.tigerbbs.com/511f4afe850384ed11afbdf51d96f8af","width":"1320","height":"1132"}],"title":"","html":"<html><head></head><body><p>昨天鼓起勇气建仓海力士正股，今天闷头一棍！适当补点还是继续等低点补呀，有没有在储存的兄弟</p><img src=\"https://static.tigerbbs.com/511f4afe850384ed11afbdf51d96f8af\" tg-width=\"1320\" tg-height=\"1132\"><img src=\"https://static.tigerbbs.com/aa213d0e98e1df75ce84f7b520492a4f\" tg-width=\"1320\" tg-height=\"2868\"></body></html>","htmlText":"<html><head></head><body><p>昨天鼓起勇气建仓海力士正股，今天闷头一棍！适当补点还是继续等低点补呀，有没有在储存的兄弟</p><img src=\"https://static.tigerbbs.com/511f4afe850384ed11afbdf51d96f8af\" tg-width=\"1320\" tg-height=\"1132\"><img src=\"https://static.tigerbbs.com/aa213d0e98e1df75ce84f7b520492a4f\" tg-width=\"1320\" tg-height=\"2868\"></body></html>","text":"昨天鼓起勇气建仓海力士正股，今天闷头一棍！适当补点还是继续等低点补呀，有没有在储存的兄弟","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/581438984304008","repostId":0,"isVote":1,"tweetType":1,"viewCount":1993,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":85,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":581444819284032,"commentId":"581444819284032","gmtCreate":1782984386928,"gmtModify":1782984393074,"authorId":3470662065407748,"author":{"id":3470662065407748,"idStr":"3470662065407748","authorId":3470662065407748,"name":"我要拿个锤","avatar":"https://static.tigerbbs.com/abeb7db2507a575db086cf9b28b2b032","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.03","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":1},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1001,"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0},{"categoryType":1100,"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":581438984304008,"objectIdStr":"581438984304008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"正股好啊，涨涨跌跌，2倍 3倍的磨损， 今晚还非农，不急预期的话，要被炸上天","text":"正股好啊，涨涨跌跌，2倍 3倍的磨损， 今晚还非农，不急预期的话，要被炸上天","html":"正股好啊，涨涨跌跌，2倍 3倍的磨损， 今晚还非农，不急预期的话，要被炸上天","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":581444921078704,"commentId":"581444921078704","gmtCreate":1782984418963,"gmtModify":1782984422889,"authorId":3451423473060188,"author":{"id":3451423473060188,"idStr":"3451423473060188","authorId":3451423473060188,"name":"投机大师","avatar":"https://static.tigerbbs.com/3228707d7039983b22870a15246416fc","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.26","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1001,"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":581438984304008,"objectIdStr":"581438984304008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"当前风险大于收益，刀口舔血的韭菜行为","text":"当前风险大于收益，刀口舔血的韭菜行为","html":"当前风险大于收益，刀口舔血的韭菜行为","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":581442437100536,"commentId":"581442437100536","gmtCreate":1782983896729,"gmtModify":1782984148437,"authorId":4224472890604392,"author":{"id":4224472890604392,"idStr":"4224472890604392","authorId":4224472890604392,"name":"勇闯华尔街","avatar":"https://static.tigerbbs.com/8d2e76ec54e07865389d45c1aa9366f6","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":581438984304008,"objectIdStr":"581438984304008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"1500韩币等于1美元，4万美元建仓！","text":"1500韩币等于1美元，4万美元建仓！","html":"1500韩币等于1美元，4万美元建仓！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/581438984304008"}
精彩评论