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这篇文章不错，转发给大家看看

@Shyon：我个人还是偏向看多存储板块，短期横盘反而让我觉得是在消化前期涨幅，而不是趋势已经结束。 $Micron Technology(MU)$ 和 $SK hynix(SKHY)$ 的核心逻辑依然来自AI带来的HBM、DRAM需求增长，只要AI服务器资本开支没有明显放缓，存储需求就很难突然降温。当然，扩产是后面需要重点关注的风险。如果主要厂商开始大规模增加产能，而AI需求增速又逐渐放缓，存储价格周期确实可能出现反转。不过从目前来看，高端HBM产能仍然相对紧张，扩产也需要时间，因此我暂时不会因为一天不涨就改变观点。所以如果让我选择，我会更倾向于等待向上突破，同时利用回踩分批布局，而不是追涨。尤其是MU，我会继续关注DRAM价格、HBM订单和毛利率能否同步改善。如果这些指标继续向好，我认为存储板块这轮行情还有继续演绎的空间。 @老板让我来发币 @交易前哨站 @TigerStars @TigerClub @Tiger_comments

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","winRationPercentage":68,"tradeVolumeEst":0},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/03e2212a03c6fdc24b6745b87378813f"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/03e2212a03c6fdc24b6745b87378813f"}],"title":"","html":"<html><head></head><body>我个人还是偏向看多存储板块，短期横盘反而让我觉得是在消化前期涨幅，而不是趋势已经结束。<a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>和 <a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a> 的核心逻辑依然来自AI带来的HBM、DRAM需求增长，只要AI服务器资本开支没有明显放缓，存储需求就很难突然降温。\n<p></p>\n<p>当然，扩产是后面需要重点关注的风险。如果主要厂商开始大规模增加产能，而AI需求增速又逐渐放缓，存储价格周期确实可能出现反转。不过从目前来看，高端HBM产能仍然相对紧张，扩产也需要时间，因此我暂时不会因为一天不涨就改变观点。</p>\n<p>所以如果让我选择，我会更倾向于等待向上突破，同时利用回踩分批布局，而不是追涨。尤其是MU，我会继续关注DRAM价格、HBM订单和毛利率能否同步改善。如果这些指标继续向好，我认为存储板块这轮行情还有继续演绎的空间。</p>\n<p><a href=\"https://ttm.financial/U/3527667692939938\"> @老板让我来发币 </a><a href=\"https://ttm.financial/U/3527667691294329\"> @交易前哨站 </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/03e2212a03c6fdc24b6745b87378813f\"></t-t></p></body></html>","htmlText":"<html><head></head><body>我个人还是偏向看多存储板块，短期横盘反而让我觉得是在消化前期涨幅，而不是趋势已经结束。<a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>和 <a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a> 的核心逻辑依然来自AI带来的HBM、DRAM需求增长，只要AI服务器资本开支没有明显放缓，存储需求就很难突然降温。\n<p></p>\n<p>当然，扩产是后面需要重点关注的风险。如果主要厂商开始大规模增加产能，而AI需求增速又逐渐放缓，存储价格周期确实可能出现反转。不过从目前来看，高端HBM产能仍然相对紧张，扩产也需要时间，因此我暂时不会因为一天不涨就改变观点。</p>\n<p>所以如果让我选择，我会更倾向于等待向上突破，同时利用回踩分批布局，而不是追涨。尤其是MU，我会继续关注DRAM价格、HBM订单和毛利率能否同步改善。如果这些指标继续向好，我认为存储板块这轮行情还有继续演绎的空间。</p>\n<p><a href=\"https://ttm.financial/U/3527667692939938\"> @老板让我来发币 </a><a href=\"https://ttm.financial/U/3527667691294329\"> @交易前哨站 </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/03e2212a03c6fdc24b6745b87378813f\"></t-t></p></body></html>","text":"我个人还是偏向看多存储板块，短期横盘反而让我觉得是在消化前期涨幅，而不是趋势已经结束。 $Micron Technology(MU)$ 和 $SK hynix(SKHY)$ 的核心逻辑依然来自AI带来的HBM、DRAM需求增长，只要AI服务器资本开支没有明显放缓，存储需求就很难突然降温。 当然，扩产是后面需要重点关注的风险。如果主要厂商开始大规模增加产能，而AI需求增速又逐渐放缓，存储价格周期确实可能出现反转。不过从目前来看，高端HBM产能仍然相对紧张，扩产也需要时间，因此我暂时不会因为一天不涨就改变观点。 所以如果让我选择，我会更倾向于等待向上突破，同时利用回踩分批布局，而不是追涨。尤其是MU，我会继续关注DRAM价格、HBM订单和毛利率能否同步改善。如果这些指标继续向好，我认为存储板块这轮行情还有继续演绎的空间。 @老板让我来发币 @交易前哨站 @TigerStars @TigerClub @Tiger_comments","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/600133134656336","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SKHY","MU"],"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":685,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":8,"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":27,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600438201217616"}