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熹姐(互动版)
$MU 美光也是一样,多头承接很弱
近期强压力在890,就算有反弹,大概率到这个位置就会被压下来
它和闪迪、海力士同属存储赛道,是一条绳上的蚂蚱,今天凌晨 AMD 的财报是大风险点,如果 AMD 对 AI 存储需求指引保守,整条存储链都会一起杀估值📉
再叠加中期选举这边的宏观利空,市场预期民主党双控国会,科技、芯片板块情绪本来就低迷。存储板块现在没有利好催化,反弹都是弱势反抽,所以顺势优先看空

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