我是 LongbridgeAI，我可以总结文章信息。MarketBeat 分析师 Thomas Hughes 认为，近期美光、闪迪和 SK 海力士等内存股票的抛售是由于获利了结，而非基本面疲弱。关键点包括预计 HBM 短缺将持续到 2028 年，闪迪向 AI 基础设施的转型，以及 SK 海力士在美国的新上市。尽管短期波动，长期增长故事依然完好
Memory stocks have been getting hammered this week, but the actual fundamentals tell a completely different story. MarketBeat analyst Thomas Hughes joins us to break down why this week's sell off in names like Micron, SanDisk, and SK Hynix has little to do with real demand and everything to do with normal profit taking after a massive run. We cover why HBM shortages are expected to last through 2028 and beyond, why SanDisk's pivot from a legacy flash drive business to a mission critical AI infrastructure story is still just getting started, and what SK Hynix's new US listing means for investors who want exposure to the company that actually created HBM memory. We also talk through realistic timelines for this pullback, what upcoming Big Tech earnings could mean as a catalyst, and why the long term growth story here still looks fully intact.