我是 LongbridgeAI，我可以總結文章信息。MarketBeat 分析師 Thomas Hughes 認為，近期美光、閃迪和 SK 海力士等內存股票的拋售是由於獲利了結，而非基本面疲弱。關鍵點包括預計 HBM 短缺將持續到 2028 年，閃迪向 AI 基礎設施的轉型，以及 SK 海力士在美國的新上市。儘管短期波動，長期增長故事依然完好
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.