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wxqdoit
美股核心资产震荡之际，资金正沿着 $NVDA 供应链向韩国存储板块扩散。算力扩张使 HBM 成为关键瓶颈，SK海力士的供给纯度与三星的综合修复开始承接外溢流动性。若跨市场资金持续寻找硬件补涨，韩元汇率企稳将放大供应链龙头的估值弹性。一旦海外芯片出口政策收紧或外资回流美股，这一轮溢出效应就会快速回落，后续盯紧外资在存储龙头的净流向。
#闪迪投资者日后股价大涨，长期目标待验证 #OpenAI与Anthropic估值竞赛升温 #AI押注受挫，华尔街交易巨头月亏150亿美元
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