$上证指数(0000_老虎社区_美港股上老虎

$上证指数(000001.SH)$ $亨通光电(600487)$ 亨通光电（光通信中军龙头）

公司布局光通信、海缆双赛道，拥有光纤全产业链产能，高速光纤、空芯光纤适配AI算力基建需求，是算力产业链上游核心标的。中报业绩表现亮眼，机构持仓占比较高，同时叠加6G、量子通信概念，基本面在热门题材股中具备较强支撑。短期连续涨停后场内获利筹码较多，多空分歧开始显现，股价逐步从单边上涨进入震荡博弈阶段。对于稳健投资者，适合等待回调后低吸布局，切勿追涨打板，若冲高出现放量滞涨，可分批兑现利润。

存储链集体爆发，第二波内存牛市开闸了？

闪迪 +11.90%、SK海力士 +8.14%、美光 +6.10%，存储三雄集体飙升，三倍做多半导体 SOXL 同步暴涨 9.87%。SeekingAlpha 直呼"DRAM 或正处第二波内存牛市起点"，多家机构点名 Nvidia/Micron/Sandisk"触发买入信号"，HBM 与 AI 内存需求的确定性再度点火。闪迪更被喊"正是加仓的完美时点"。这轮内存行情从回调一路反包到爆发，是超级周期二次加速，还是又一次冲高？

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