我觉得真正问题是你要_老虎社区_美港股上老虎 - 老虎社区

马虎恶魔号

我觉得真正问题是你要首先明白现在超算用的是什么？现在超算用的是hbm dram 但是闪迪主要的战场是在nand 所以这个我觉得其实是有关联，但是又没有那么大。

美光重回万亿市值，存储超级周期坐实了？

存储板块今日全线爆发，美光 MU 涨约 4.92% 并重夺万亿美元市值，SK海力士 SKHY 涨约 9.01%、闪迪 SNDK 涨约 5.76%，两倍做多海力士(07709)飙约 13.32%。催化是新加坡主权基金增持海力士与三星，叠加 AI 全面大涨行情。从周初被"光 vs 存储"错杀到如今强势收复，存储的超级周期叙事这次坐实了吗？

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小肥狼
08-06
小肥狼
啊？超算怎么可能只用随机存储？温数据和冷数据不得存NAND吗 [喷血]

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