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美光一天跌 13%，但跌的不是它的生意
昨天，美股 AI 板块史诗级回撤。美光一天跌了 13.25%，从 996 美元跌到 864，盘后还在继续往下。从它几天前的历史高点 1089 算，已经回撤了超过 20%。很多人看到这个跌幅会慌：是不是 AI 见顶了？是不是存储崩了？但我想先泼一盆冷水：昨天跌的，根本不是美光的生意。它的传统 DRAM 一天之内没有任何变化，它的 NAND 也没有，它锁了三年的 HBM 长约更没有。一天之内...
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