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← @文基起舞

$MU

BULLISH2026-05-04
Price around the call
↑ 2026-05-04
By horizon✓ hit+51.0%
1d
✓ +2.7%
5d
✓ +17.7%
21d
✓ +51.0%
Original post
文基起舞 · 2026-05-04

$美光科技(MU)$ 太厉害了,科技巨头都追不上存储。美光科技CEO表示,随着推理规模扩大,token需求将持续攀升,而token生成速度依赖更快、更大容量的内存——"内存已成为客户的战略资产"。他强调,当前面临的核心矛盾不是需求或定价,而是供给本身极度紧张且无法快速扩产。

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