※ 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