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Yuvi.
$MU 存储涨价周期能否转化为持续盈利，而不只是短缺溢价？AI服务器需要高带宽内存，但供给扩张和客户库存变化会让周期迅速反转。SK海力士与三星今日随韩国股市上涨，说明AI存储仍受关注；反方是预期过满。若价格、出货和库存同步支持增长，我会维持积极；若供给追上需求，需下调利润预期。
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