今天放量上涨的一天，_老虎社区_美港股上老虎

今天放量上涨的一天，成交2.65万亿，放量4500亿，个股普涨，指数都是红的，从情绪上来看很不错，周一我说过，周四左右是时变盘的节点，那么现在的这种情绪是积极的，我依然看好8月红盘，看好个股的反弹，看好板块的良性轮动，一切向好，耐心等等。

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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