Re: [標的] 銘異 將迎來海運式暴漲
25.75跌停我PO標的文底下一片不看好
這檔就是扎扎實實的轉機股
如果你以為吃完魚頭就想走
那我可以說 現在可能只到魚嘴唇
HDD需求爆發價漲就是當時海運模式
下方文件也可自行參閱(股東提問第二點):
https://www.minaik.com.tw/uploads/shareholders-meeting/64a66f88e662b.pdf
※ 引述《homoho (山椒魚)》之銘言:
: 標的:銘異
: 分析/正文:
: 銘異台灣最純的HDD零組件股,AI伺服器需求,讓原本日薄西山的HDD起死回生,最近缺貨
: 又漲價,外電已經開始關注。
: 路透: Sony to partner with Seagate on hard disk drives used for AI
: 集邦: AI Market Growth Rescues HDD, Driving Half-Year Price Surge of 20%
: 集邦: AI Boosts Demand for High-Capacity HDDs, as Seagate Expected to Follow w
: ith Price Increases
: Forbes: Will HDD Shortages Slow AI Training And Implementation?
: DIGITIMES: Generative AI and HAMR will drive next wave of growth for tradition
: al hard disk drives
: The Register: Seagate joins the HDD price hike party, blames AI for spike in d
: emand
: 如果你還不相信HDD需求,這張富比世文章的圖可以說明一切。
: https://i.imgur.com/NhB7FGo.jpeg
: 進退場機制:昨天買跌停,我笑不停,27以下都可進場,不預設高點
--
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1715568546.A.A3F.html
※ 編輯: homoho (210.61.51.228 臺灣), 05/13/2024 10:50:58
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※ 編輯: homoho (111.82.197.128 臺灣), 05/13/2024 10:53:31
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