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$美光科技 (MU.US)$
美光将在年底前将其HBM产能翻倍，达到每月约10万片晶圆。
此次扩产正值美光开始缩小与$SKHY和三星之间的产能差距之际，同时$NVDA正加速向面向Vera Rubin的HBM4产品转型。
美光将在年底前将其HBM产能翻倍，达到每月约10万片晶圆。
此次扩产正值美光开始缩小与$SKHY和三星之间的产能差距之际，同时$NVDA正加速向面向Vera Rubin的HBM4产品转型。
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闷声小发财
留下了心情并评论了
$2倍做空MSTR ETF-T-Rex (MSTZ.US)$
(´･ω･`)要是从昨天就开始拿住就好了～
(´･ω･`)没办法啦，调整心态继续吧。
(´･ω･`)因为就业数据表现强劲，所以接下来就要加息了……市场现在就是这种氛围……
(´･ω･`)要是从昨天就开始拿住就好了～
(´･ω･`)没办法啦，调整心态继续吧。
(´･ω･`)因为就业数据表现强劲，所以接下来就要加息了……市场现在就是这种氛围……
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闷声小发财
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