Re: [标的] 铭异 将迎来海运式暴涨

楼主: homoho (山椒鱼)   2024-05-13 10:49:03
25.75跌停我PO标的文底下一片不看好
这档就是扎扎实实的转机股
如果你以为吃完鱼头就想走
那我可以说 现在可能只到鱼嘴唇
HDD需求爆发价涨就是当时海运模式
下方文件也可自行参阅(股东提问第二点):
https://www.minaik.com.tw/uploads/shareholders-meeting/64a66f88e662b.pdf
※ 引述《homoho (山椒鱼)》之铭言:
: 标的:铭异
: 分析/正文:
: 铭异台湾最纯的HDD零组件股,AI服务器需求,让原本日薄西山的HDD起死回生,最近缺货
: 又涨价,外电已经开始关注。
: 路透: Sony to partner with Seagate on hard disk drives used for AI
: 集邦: AI Market Growth Rescues HDD, Driving Half-Year Price Surge of 20%
: 集邦: AI Boosts Demand for High-Capacity HDDs, as Seagate Expected to Follow w
: ith Price Increases
: Forbes: Will HDD Shortages Slow AI Training And Implementation?
: DIGITIMES: Generative AI and HAMR will drive next wave of growth for tradition
: al hard disk drives
: The Register: Seagate joins the HDD price hike party, blames AI for spike in d
: emand
: 如果你还不相信HDD需求,这张富比世文章的图可以说明一切。
: https://i.imgur.com/NhB7FGo.jpeg
: 进退场机制:昨天买跌停,我笑不停,27以下都可进场,不默认高点
作者: necrophagist (Hogong-Yeah)   2024-05-13 11:04:00
有跟到推
作者: sarspieya521 (HANA)   2024-05-13 11:18:00
厉害
作者: secretmarker (阿汉)   2024-05-13 11:32:00
min AI k
作者: kingblackman (暴冲)   2024-05-13 12:00:00
谢谢大大

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