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机灵的杰尼君
机灵的杰尼君
Influential Creator
我说最近存储怎么这么疲软， $MU 和 $SKHY 都横住了。 大摩周一预估到 2028 年美国数据中心电力缺口 34%，折合 32GW。 但 $NVDA 和 $AVGO 基本不受影响， 真要因为没电延期，最先被推迟或砍单的是存储、光模块、电源管理这些配套。 这波存储股涨成啥样大家都看见了， 是时候降降温了！？🫡
Gallery 1
$MU+4.74%
MUU+9.41%
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19:45 · 10/06/26·19.96K views·Posted on OKX Orbit
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