存储不必恐慌_老虎社区_美港股上老虎 - 老虎社区

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取经
05-14 14:36

存储不必恐慌

@等也是一种策略如何等在哪里等：

🔥 今天又有一堆人开始恐慌了⠀ ⠀ 跌了几个点⠀ 马上有人说：这就是2000年互联网大顶重演⠀ 割肉的割肉，清仓的清仓⠀ ⠀ 然后过两天市场爆拉回来⠀ 同一批人又跑出来喊：卧槽AI革命！⠀ ⠀ 🔄 这个剧本，每一轮牛市都在重复⠀ ⠀ 跌的时候是末日⠀ 涨的时候是信仰⠀ 永远追涨杀跌⠀ 永远是韭菜⠀ ⠀ 📌 现在到处都是两种声音⠀ ⠀ 止盈的声音：涨了这么多该跑了⠀ 摸顶的声音：这就是顶了小心了⠀ 💎 真正赚钱的人在做什么？⠀ ⠀ 坚守存储三巨头⠀ $DRAM 坚守⠀ $MU 美光坚守⠀ ⠀ 🏆 逻辑从未改变⠀ ⠀ AI革命需要算力⠀ 算力需要存储⠀ 存储是整个AI产业链里⠀ 赚走利润大头的那个环节⠀ ⠀ 不管市场怎么震荡⠀ 这个逻辑没有变过⠀ ⠀ 🔑 结论⠀ ⠀ 别被短期波动吓出去⠀ 最贵的代价⠀ 是在黎明前一秒离场⠀

🔥 今天又有一堆人开始恐慌了⠀ ⠀ 跌了几个点⠀ 马上有人说：这就是2000年互联网大顶重演⠀ 割肉的割肉，清仓的清仓⠀ ⠀ 然后过两天市场爆拉回来⠀ 同一批人又跑出来喊：卧槽AI革命！⠀ ⠀ 🔄 这个剧本，每一轮牛市都在重复⠀ ⠀ 跌的时候是末日⠀ 涨的时候是信仰⠀ 永远追涨杀跌⠀ 永远是韭菜⠀ ⠀ 📌 现在到处都是两种声音⠀ ⠀ 止盈的声音：涨了这么多该跑了⠀ 摸顶的声音：这就是顶了小心了⠀ 💎 真正赚钱的人在做什么？⠀ ⠀ 坚守存储三巨头⠀ $DRAM 坚守⠀ $MU 美光坚守⠀ ⠀ 🏆 逻辑从未改变⠀ ⠀ AI革命需要算力⠀ 算力需要存储⠀ 存储是整个AI产业链里⠀ 赚走利润大头的那个环节⠀ ⠀ 不管市场怎么震荡⠀ 这个逻辑没有变过⠀ ⠀ 🔑 结论⠀ ⠀ 别被短期波动吓出去⠀ 最贵的代价⠀ 是在黎明前一秒离场⠀

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。

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