---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42480897.md"
description: "上周说存储严重高估不要新上车，反而是传统七巨头低估，都没几个人信。$美光科技(MU.US)$闪迪(SNDK.US)$微软(MSFT.US)$谷歌-C(GOOG.US)"
datetime: "2026-07-07T14:19:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42480897.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42480897.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42480897.md)
author: "[日月](https://longbridge.com/zh-CN/profiles/14672938.md)"
---

# 上周说存储严重高估不要新上车，反而是传统七巨头低估，都没几个人信。$美光科技(MU.US)$闪迪(S…


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## 评论 (1)

- **顺势&择时 · 2026-07-07T14:20:45.000Z**: 是这样的