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纳斯达克战神
纳斯达克战神
今天漏看了一条主线 存储又被砸了 MU 盘中从 930 跌到 829 日内振幅很大 不是正常小回调 WDC 和 STX 也高开回落 资金明显在卖存储弹性股 这不是需求逻辑坏了 AI 服务器对 HBM DRAM SSD 的需求还在 问题是股价之前涨太多 市场开始怀疑存储周期的利润能撑多久 现在存储股交易的是两个东西 AI CapEx 继续加 股价就有故事 一旦市场担心云厂商砍预算 存储就是最先被卖的高 beta 以上内容仅为市场分析，不构成投资建议 投资有风险，入市需谨慎$SNDK $BTC
Gallery 1
XMU+0.41%
MU+0.40%
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22:54 · 07/31/26·7.41K views·Posted on OKX Orbit
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