AI越来越吃存储，企_老虎社区_美港股上老虎

AI越来越吃存储，企业级SSD需求猛增。产能又被HBM挤占，普通NAND供给跟不上，价格还得往上走。这环境对 $闪迪(SNDK)$ 很友好。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":558042228183064,"tweetId":"558042228183064","gmtCreate":1777273484531,"gmtModify":1777273486958,"author":{"id":10000000000010338,"idStr":"10000000000010338","authorId":10000000000010338,"authorIdStr":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","vip":8,"userType":8,"introduction":"1","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":63,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"希捷助力存储涨势！闪迪能否接力？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"当地时间4月28日美股盘后，硬盘巨头 $希捷科技 (STX.US)$ 发布2026财年第三季度财报，营收、利润及下季度指引全面超出华尔街预期。消息公布后，希捷股价盘后狂飙，同时其竞争对手西部数据、闪迪、美光科技齐涨。【$闪迪 (SNDK.US)$ 也将于4月30日盘后公布2026财年第三财季业绩，大家觉得能否助力存储板块涨势？目前还能“追高”吗？】","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>AI越来越吃存储，企业级SSD需求猛增。产能又被HBM挤占，普通NAND供给跟不上，价格还得往上走。这环境对 <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"闪迪\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 很友好。</p></body></html>","htmlText":"<html><head></head><body><p>AI越来越吃存储，企业级SSD需求猛增。产能又被HBM挤占，普通NAND供给跟不上，价格还得往上走。这环境对 <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"闪迪\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 很友好。</p></body></html>","text":"AI越来越吃存储，企业级SSD需求猛增。产能又被HBM挤占，普通NAND供给跟不上，价格还得往上走。这环境对 $闪迪(SNDK)$ 很友好。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/558042228183064","repostId":0,"isVote":1,"tweetType":1,"viewCount":1670,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SNDK"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":110,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}