Re: [標的] 銘異 將迎來海運式暴漲
上週跌停25.8元當天PO文,到今天漲停已經累積可觀漲幅,昨天看到一篇Baron外電給予WD和希捷大約20%以上漲空間的買進指引,所以短線獲利會落在35~36元,謝謝大家鼓勵,很慶幸這次趨勢站在我這邊。預祝大家操作順利,財源滾滾,這檔我就不再追蹤,大家自行停利,我會留些放長線。
外電原文 https://myppt.cc/04ztYe
※ 引述《homoho (山椒魚)》之銘言:
: 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
: : 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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※ 編輯: homoho (111.82.197.128 臺灣), 05/16/2024 09:18:27
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