---
title: "人工智能内存紧缩正在导致市场上的赢家和输家。以下是值得购买的股票"
description: "内存需求远远超过供应，这对美光科技、西部数据和闪迪的投资者来说是个好消息"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/275220836.md"
published_at: "2026-02-08T08:03:16.000Z"
---

# 人工智能内存紧缩正在导致市场上的赢家和输家。以下是值得购买的股票

> 内存需求远远超过供应，这对美光科技、西部数据和闪迪的投资者来说是个好消息

Demand for memory far exceeds supply, much to the benefit of Micron, Western Digital, and SanDisk investors.

### Related Stocks

- [SOXL.US - 半导体 3 倍做多 - Direxion](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [PSI.US - 动态半导体 ETF - Invesco](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [FTXL.US - 纳斯达克半导体 ETF - First Trust](https://longbridge.com/zh-CN/quote/FTXL.US.md)
- [MUU.US - 2 倍做多美光科技 ETF - Direxion](https://longbridge.com/zh-CN/quote/MUU.US.md)
- [SOXX.US - 费城交易所 半导体 ETF - iShares](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [WDC.US - 西部数据](https://longbridge.com/zh-CN/quote/WDC.US.md)
- [XSD.US - 标普半导体 ETF - SPDR](https://longbridge.com/zh-CN/quote/XSD.US.md)
- [MU.US - 美光科技](https://longbridge.com/zh-CN/quote/MU.US.md)
- [SOXQ.US - Invesco PHLX Semiconductor ETF](https://longbridge.com/zh-CN/quote/SOXQ.US.md)
- [SMH.US - 半导体 ETF - VanEck Vectors](https://longbridge.com/zh-CN/quote/SMH.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| The Surge In Micron Technology Stock Looks Poised To Continue | Micron Technology's stock is experiencing a significant surge, driven by the ongoing memory chip shortage and increased  | [Link](https://longbridge.com/zh-CN/news/275971259.md) |
| Micron Technology, Inc. $MU Shares Sold by Hodges Capital Management Inc. | Hodges Capital Management Inc. reduced its stake in Micron Technology, Inc. (NASDAQ:MU) by 3.8% in Q3, now holding 106,0 | [Link](https://longbridge.com/zh-CN/news/276209006.md) |
| Sandisk Secondary Common Stock Offering by Western Digital Prices | Sandisk Secondary Common Stock Offering by Western Digital Prices | [Link](https://longbridge.com/zh-CN/news/276217091.md) |
| Vanguard Group Inc. Buys 243,177 Shares of Western Digital Corporation $WDC | Vanguard Group Inc. increased its stake in Western Digital Corporation (NASDAQ:WDC) by 0.6% in Q3, acquiring an addition | [Link](https://longbridge.com/zh-CN/news/276208303.md) |
| What's Going On With Micron Stock Tuesday? | Micron Technology Inc (NASDAQ: MU) shares are trading lower despite a price target increase from Needham to $450, indica | [Link](https://longbridge.com/zh-CN/news/276152505.md) |

---

> **免责声明**：本文内容仅供参考，不构成任何投资建议。