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【03月18日美股早咖啡】AI需求引爆存储股,估值还合理吗?

美股早咖啡

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📅 2026年03月18日

【03月18日美股早咖啡】AI狂潮正以惊人速度引爆存储芯片股!西部数据、希捷、美光、闪迪股价火箭式飙升,特别是闪迪,今年已狂翻三倍!在AI巨大需求推动下,美光在过去12个月暴涨350%,面对明日财报,这些存储巨头的估值究竟是泡沫还是机遇?我们深入探讨!

同时,AI“老大哥”英伟达为何横盘整理?市场资金正从单一巨头转向博通、谷歌等定制芯片制造商,AI投资的下一站何在?锁定本期节目,助您洞察市场先机,把握财富风向!

🎧 每日美股精华

欢迎商务联系[email protected] ,加群:alteri

播客内容文字版:请关注公众号richrichcode,暴富代码。

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【03月18日美股早咖啡】AI需求引爆存储股,估值还合理吗?

美股早咖啡

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