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← @alvin0617

$MU

BULLISH2026-06-09
Price around the call
↑ 2026-06-09
By horizon✓ hit+1.5%
1d
✓ +10.0%
5d
✓ +14.8%
21d
✓ +1.5%
Original post
alvin617.eth 🦇🔊 · 2026-06-09

昨天海力士 SKYHYNIX 登上 Hyperliquid 全站交易量第一的消息一出現就立馬開了點 TWAP,沒想到今天勢頭更旺 仍屬於記憶體 Supercycle 的超級牛市 市場上的超額需求絲毫沒受影響? $MU 又要默默回 1000.. 不得不說, Hyperliquid 不只是加密市場的少數希望 更是市場上作為關注度、資金的首要風向標 韓國股市看來絲毫未受到上週韓股熔斷的影響... 尤其是記憶體類股的強勢反彈 抄底記憶體類股感覺也成為這半年很多美股玩家的反射動作 接著就是先前文章有提到的 CPU / GPU 配置比例,跟著新一代的 AI 伺服器有著結構式的轉變,有別於以往,對記憶體頻寬的需求是指數級的成長 伴隨著昨晚宣布的好消息,Intel 據報獲谷歌超 300 萬片 TPU 訂單,AI 對記憶體的指數需求、科技巨頭的晶片之爭,再加上 Nvidia 準備帶起的 AI PC 浪潮,下半年的市場也會很精彩 當然還是有很多人在擔心記憶體整體賽道是否遭高估,看了一下資料才發現,原來記憶體原先是半導體產業裡最惡名昭彰的週期性行業,廠商普遍對過度擴產抱持謹慎態度 這兩週的不確定性確實不小,緊接著就是週三的 CPI 、下週的 FOMC 以及日本的 BOJ 貨幣政策會議 六月皮要繃緊了

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