---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42726162.md"
description: "短期去槓槓，中長期需求不變，HBM 技術壁壘和產能限制供給，跌到合適的地方就適合入手"
datetime: "2026-07-16T13:45:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42726162.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42726162.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42726162.md)
author: "[上山喝茶r](https://longbridge.com/zh-HK/profiles/14864854.md)"
---

# 短期去槓槓，中長期需求不變，HBM 技術壁壘和產能限制供給，跌到合適的地方就適合入手…


### 相關股票

- [SSNGY.US](https://longbridge.com/zh-HK/quote/SSNGY.US.md)
- [AAPL.US](https://longbridge.com/zh-HK/quote/AAPL.US.md)
- [SQQQ.US](https://longbridge.com/zh-HK/quote/SQQQ.US.md)
- [PSQ.US](https://longbridge.com/zh-HK/quote/PSQ.US.md)
- [NDAQ.US](https://longbridge.com/zh-HK/quote/NDAQ.US.md)
- [03121.HK](https://longbridge.com/zh-HK/quote/03121.HK.md)
- [07709.HK](https://longbridge.com/zh-HK/quote/07709.HK.md)
- [07747.HK](https://longbridge.com/zh-HK/quote/07747.HK.md)
- [WDC.US](https://longbridge.com/zh-HK/quote/WDC.US.md)
- [STX.US](https://longbridge.com/zh-HK/quote/STX.US.md)
- [DRAM.US](https://longbridge.com/zh-HK/quote/DRAM.US.md)
- [RAM.US](https://longbridge.com/zh-HK/quote/RAM.US.md)
- [SKHY.US](https://longbridge.com/zh-HK/quote/SKHY.US.md)
- [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/zh-HK/quote/SNDK.US.md)

## 評論 (1)

- **486 · 2026-07-16T14:18:33.000Z**: 不短了 快 3 周了 預期拉太高了