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Peter_C_1590
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IP属地:广东
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Peter_C_1590
07-25
摩根士丹利说存储见顶你引用的是sharon kim的报告吗?那已经证实是假消息了哦
存储芯片板块集体回调 闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点
Peter_C_1590
2025-09-25
$老虎证券(TIGR)$
筹码被吓出来了没?
Peter_C_1590
2025-09-23
$老虎证券(TIGR)$
来,筹码给我
Peter_C_1590
2025-09-16
$老虎证券(TIGR)$
这位置缩量假破颈线,压注一毛
Peter_C_1590
2025-09-16
$老虎证券(TIGR)$
降息了。。。还给超跌是什么意思?怕出不了货嘛吗?
Peter_C_1590
2025-09-11
$老虎证券(TIGR)$
我掐指一算。。。你要跌到10块。。。
Peter_C_1590
2025-08-27
$老虎证券(TIGR)$
又来这一出。。。。上季度也是业绩超预期股价砸盘
Peter_C_1590
2025-08-26
$老虎证券(TIGR)$
+6砸到+1。。。今天能跟你一拼的就只有pdd了。。。。果然是妖物
Peter_C_1590
2025-07-24
$老虎证券(TIGR)$
可以。。。你NB。。。每天破最高点0.02下来。。。你这是在装什么?
Peter_C_1590
2025-07-24
$特斯拉(TSLA)$
今天抄底得大佬不被套。。。我明天就来加入暴打空头得队伍
Peter_C_1590
2025-07-23
$老虎证券(TIGR)$
每天假阴线骗空头进场吗?对手盘不够?
Peter_C_1590
2025-07-18
$老虎证券(TIGR)$
就说你在洗人。。。。不过这样放量拉持久度打个问号。。。
Peter_C_1590
2025-07-16
$老虎证券(TIGR)$
今天平台破位。。。要不明天假破位拉回去。。要不就真跌破先下去摸缺口支撑。。。你敢跌我就敢加。。。不跌就要回去冲10.99
Peter_C_1590
2025-07-12
$老虎证券(TIGR)$
10块左右吃货吗?一到10左右就放量?这是进还是出?
Peter_C_1590
2025-07-10
$老虎证券(TIGR)$
不行下来吧。。。9块钱考虑接你。。。别装了。。要不快洗完上去
Peter_C_1590
2025-07-10
是个好生意,但最核心的不是生意好坏,而是他的股价是否配得起估值。现在新消费的预期差已经打满了,空间不大。
Peter_C_1590
2025-07-10
别说了,快上车!曾经4万亿的竞争者,虽然输了英伟达,但是会直接在ai浪潮里崩了吗?库克可不是刘后主,现在苹果越惨,预期差越大
Peter_C_1590
2025-07-03
$拼多多(PDD)$
都在涨。就pdd一个跌。。。这是犯天条了吗?
Peter_C_1590
2025-06-27
$老虎证券(TIGR)$
纯利在滚,涨跌您随意
Peter_C_1590
2025-05-30
$老虎证券(TIGR)$
有本事跌到7.00
去老虎APP查看更多动态
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kim的报告吗?那已经证实是假消息了哦","listText":"摩根士丹利说存储见顶你引用的是sharon kim的报告吗?那已经证实是假消息了哦","text":"摩根士丹利说存储见顶你引用的是sharon kim的报告吗?那已经证实是假消息了哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589359417074584","repostId":"2653038251","repostType":2,"repost":{"id":"2653038251","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784902561,"share":"https://www.laohunote.com/m/news/2653038251?lang=zh_CN&edition=full","pubTime":"2026-07-24 22:16","market":"nz","language":"zh","title":"存储芯片板块集体回调 闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2653038251","media":"金吾财讯","summary":"金吾财讯 | 美股存储芯片板块集体回调,截至发稿,闪迪 跌 6.58%,SK 海力士 跌 5.80%,美光科技 跌 5.32%,慧荣科技 跌 4.78%,Rambus 跌 4.57%,西部数据 跌 4.18%,希捷科技 跌 2.47%。侯赛尼表示,下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外,摩根士丹利最新报告警示,由人工智能驱动的半导体存储行业狂欢正接近拐点,内存合同价格预计将于第四季度见顶,标志着本轮产业周期正在发生深刻转变。","content":"<html><body><p>金吾财讯 | 美股存储芯片板块集体回调,截至发稿,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 跌 6.58%,SK 海力士 (SKHY) 跌 5.80%,<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 跌 5.32%,<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 跌 4.78%,<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 跌 4.57%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 跌 4.18%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 跌 2.47%。消息面上,投行Susquehanna分析师迈赫迪·侯赛尼在新近研报中将闪迪的目标价从3250美元下调至3050美元,维持“买入”评级。侯赛尼表示,下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外,AI推理应用的存储架构仍存在不确定性——如果AI企业采用KV Cache卸载方案将大幅提升企业级SSD需求,反之若继续依赖DRAM/HBM,闪迪旗舰产品的需求将低于预期。此外,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新报告警示,由人工智能(AI)驱动的半导体存储行业狂欢正接近拐点,内存合同价格预计将于第四季度见顶,标志着本轮产业周期正在发生深刻转变。该行表示,市场对存储制造商的盈利上调动能正在显著减弱,数据显示净盈利上调率已从92%的峰值回落至77%,而这一早期信号表明,盈利升级周期正在失去动力,市场对存储行业盈利的定价正回归理性,而非此前的狂热状态。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储芯片板块集体回调 闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n存储芯片板块集体回调 闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-24 22:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 美股存储芯片板块集体回调,截至发稿,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 跌 6.58%,SK 海力士 (SKHY) 跌 5.80%,<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 跌 5.32%,<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 跌 4.78%,<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 跌 4.57%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 跌 4.18%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 跌 2.47%。消息面上,投行Susquehanna分析师迈赫迪·侯赛尼在新近研报中将闪迪的目标价从3250美元下调至3050美元,维持“买入”评级。侯赛尼表示,下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外,AI推理应用的存储架构仍存在不确定性——如果AI企业采用KV Cache卸载方案将大幅提升企业级SSD需求,反之若继续依赖DRAM/HBM,闪迪旗舰产品的需求将低于预期。此外,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新报告警示,由人工智能(AI)驱动的半导体存储行业狂欢正接近拐点,内存合同价格预计将于第四季度见顶,标志着本轮产业周期正在发生深刻转变。该行表示,市场对存储制造商的盈利上调动能正在显著减弱,数据显示净盈利上调率已从92%的峰值回落至77%,而这一早期信号表明,盈利升级周期正在失去动力,市场对存储行业盈利的定价正回归理性,而非此前的狂热状态。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png","relate_stocks":{"159582":"半导体","DISK":"Tema Memory ETF","MU":"美光科技","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","SKHZ":"1倍做空海力士ETF-Leverage Shares","TECY":"GraniteShares YieldBOOST Technology ETF","SOXX":"iShares费城交易所半导体ETF","SMHX":"VanEck Fabless Semiconductor ETF","09747":"南方两倍做多三星电子-U","SNDG":"2倍做多SNDK ETF-Leverage Shares","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","CHPY":"YieldMax Semiconductor Portfolio Option Income ETF","CNAV":"Mohr Company Nav ETF","FWD":"AB DISRUPTORS ETF","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","TEKX":"SPDR Galaxy 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</a>不行下来吧。。。9块钱考虑接你。。。别装了。。要不快洗完上去","text":"$老虎证券(TIGR)$ 不行下来吧。。。9块钱考虑接你。。。别装了。。要不快洗完上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/455158008472416","isVote":1,"tweetType":1,"viewCount":2287,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4206214522913790","authorId":"4206214522913790","name":"Laojiangxf","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4206214522913790","authorIdStr":"4206214522913790"},"content":"应该是今天完成洗盘,收盘正常情况下会猛拉一下,重新开始上涨趋势","text":"应该是今天完成洗盘,收盘正常情况下会猛拉一下,重新开始上涨趋势","html":"应该是今天完成洗盘,收盘正常情况下会猛拉一下,重新开始上涨趋势"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351608606105928,"gmtCreate":1726884862016,"gmtModify":1726887373829,"author":{"id":"3547770082360239","authorId":"3547770082360239","name":"Peter_C_1590","avatar":"https://static.tigerbbs.com/89b7194c751f677a2d47097c9612bb2e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547770082360239","authorIdStr":"3547770082360239"},"themes":[],"title":"","htmlText":"250左右减仓,掉下来到支撑位接回。。。压力位做逢高止盈不不香吗?即使不给接回的机会还有底仓吃突破的利润","listText":"250左右减仓,掉下来到支撑位接回。。。压力位做逢高止盈不不香吗?即使不给接回的机会还有底仓吃突破的利润","text":"250左右减仓,掉下来到支撑位接回。。。压力位做逢高止盈不不香吗?即使不给接回的机会还有底仓吃突破的利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351608606105928","isVote":1,"tweetType":1,"viewCount":9854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471485767037016,"gmtCreate":1756140036590,"gmtModify":1756140037734,"author":{"id":"3547770082360239","authorId":"3547770082360239","name":"Peter_C_1590","avatar":"https://static.tigerbbs.com/89b7194c751f677a2d47097c9612bb2e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547770082360239","authorIdStr":"3547770082360239"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> +6砸到+1。。。今天能跟你一拼的就只有pdd了。。。。果然是妖物","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> +6砸到+1。。。今天能跟你一拼的就只有pdd了。。。。果然是妖物","text":"$老虎证券(TIGR)$ +6砸到+1。。。今天能跟你一拼的就只有pdd了。。。。果然是妖物","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/471485767037016","isVote":1,"tweetType":1,"viewCount":4521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393539223298544,"gmtCreate":1737121753829,"gmtModify":1737121755522,"author":{"id":"3547770082360239","authorId":"3547770082360239","name":"Peter_C_1590","avatar":"https://static.tigerbbs.com/89b7194c751f677a2d47097c9612bb2e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547770082360239","authorIdStr":"3547770082360239"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>今天算个命。。。。。开盘加速冲顶然后高开低走。。。底部还要再夯实一下。。。长期看多","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>今天算个命。。。。。开盘加速冲顶然后高开低走。。。底部还要再夯实一下。。。长期看多","text":"$特斯拉(TSLA)$ 今天算个命。。。。。开盘加速冲顶然后高开低走。。。底部还要再夯实一下。。。长期看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/393539223298544","isVote":1,"tweetType":1,"viewCount":5715,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"二手思维","avatar":"https://static.tigerbbs.com/5b0182308b2e003cea848abd47262326","crmLevel":4,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"冲不了,直接下,就盘前这涨幅今天肯定还是怂","text":"冲不了,直接下,就盘前这涨幅今天肯定还是怂","html":"冲不了,直接下,就盘前这涨幅今天肯定还是怂"},{"author":{"id":"3576583631514648","authorId":"3576583631514648","name":"空海有钱真好","avatar":"https://static.tigerbbs.com/153a54b17a2e932981fd61890b8b0501","crmLevel":8,"crmLevelSwitch":0,"idStr":"3576583631514648","authorIdStr":"3576583631514648"},"content":"所有预测短期价格的,都是神棍。可以直接划走。","text":"所有预测短期价格的,都是神棍。可以直接划走。","html":"所有预测短期价格的,都是神棍。可以直接划走。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353620824441000,"gmtCreate":1727371349306,"gmtModify":1727371353125,"author":{"id":"3547770082360239","authorId":"3547770082360239","name":"Peter_C_1590","avatar":"https://static.tigerbbs.com/89b7194c751f677a2d47097c9612bb2e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547770082360239","authorIdStr":"3547770082360239"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>多子你好好学学人家房多多。。。给我干回去140。。。你这用嘴做的负面市值管理不地道啊。。。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>多子你好好学学人家房多多。。。给我干回去140。。。你这用嘴做的负面市值管理不地道啊。。。","text":"$拼多多(PDD)$ 多子你好好学学人家房多多。。。给我干回去140。。。你这用嘴做的负面市值管理不地道啊。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353620824441000","isVote":1,"tweetType":1,"viewCount":3169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460218704707720,"gmtCreate":1753367237423,"gmtModify":1753367238554,"author":{"id":"3547770082360239","authorId":"3547770082360239","name":"Peter_C_1590","avatar":"https://static.tigerbbs.com/89b7194c751f677a2d47097c9612bb2e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547770082360239","authorIdStr":"3547770082360239"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>今天抄底得大佬不被套。。。我明天就来加入暴打空头得队伍","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>今天抄底得大佬不被套。。。我明天就来加入暴打空头得队伍","text":"$特斯拉(TSLA)$ 今天抄底得大佬不被套。。。我明天就来加入暴打空头得队伍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/460218704707720","isVote":1,"tweetType":1,"viewCount":3898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}