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AI计算与存储硬件
AI Computing & Storage Hardware05/29/2026, 14:11 NY · 16 clusters · 195 tickersAI计算与存储硬件
13 个成员置信度中
题材逻辑
受益于AI需求推动的存储和服务器周期复苏
催化事件
- 2026-Q2三星开始出货HBM4e样品
- 2026-06Dell财报超预期推动硬件股
- 2026-Q3Micron业绩与存储价格走势
聚合 KOL
- ·2StockMKTNewzWDC · STX · DELL · MU +3×34
- ★1Earnings WhispersHPQ · P · DELL · NTAP +2×24
- ★1imnotharshDELL · MU · AAPL · SNDK×24
- ★1Dan NystedtSSNLF · DELL · HXSCL · MU×22
- ★1The Kobeissi LetterDELL · MU×16
- ★1⚠Jim CramerWDC · STX · DELL · AAPL +1×14
- ·做熊不如做狗MU · SMCI · SNDK×14
- ·2Tae KimDELL×10
- ·鲍博士MU · AAPL · SMCI · SNDK×9.7
- ·royal flush 皇者顺888MU×8
跨成员新闻
- SA Asks: Micron's stock has soared in May; is it now overvalued?
- What To Do After Dell's Breakout Boosted Hewlett-Packard Enterprise Stock
- Dell earnings blowout sparks fresh focus on high-momentum hardware stocks
- RAMpocalypse: After Huge Rally, What I See Happening Next In The Chip Sector
- RAMpocalypse: After Huge Rally, What I See Happening Next In The Chip Sector
- RAMpocalypse: After Huge Rally, What I See Happening Next In The Chip Sector
- RAMpocalypse: After Huge Rally, What I See Happening Next In The Chip Sector
- Dell surges 35% after Q1 results see bullish views from analysts over AI, server demand
- Dell's Q1: A Rare Gift To Investors (Rating Downgrade)
- Dell's Q1: A Rare Gift To Investors (Rating Downgrade)