https://blog.alansun.host/tags/%E7%BE%8E%E5%85%89/Recent content in 美光 on 没用知识库Hugo -- gohugo.iozh-cnalansundy@gmail.com (羊羊羊)alansundy@gmail.com (羊羊羊)© 2026 羊羊羊Tue, 21 Jul 2026 00:00:00 +0000https://blog.alansun.host/posts/20260721_%E5%86%85%E5%AD%98%E6%B6%A8%E4%BB%B7%E4%B8%BA%E4%BD%95%E8%82%A1%E4%BB%B7%E5%B4%A9%E5%A1%8C_2018%E8%B6%85%E7%BA%A7%E5%91%A8%E6%9C%9F%E4%B8%8E%E4%BA%92%E8%81%94%E7%BD%91%E6%B3%A1%E6%B2%AB%E5%90%AF%E7%A4%BA/Tue, 21 Jul 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260721_%E5%86%85%E5%AD%98%E6%B6%A8%E4%BB%B7%E4%B8%BA%E4%BD%95%E8%82%A1%E4%BB%B7%E5%B4%A9%E5%A1%8C_2018%E8%B6%85%E7%BA%A7%E5%91%A8%E6%9C%9F%E4%B8%8E%E4%BA%92%E8%81%94%E7%BD%91%E6%B3%A1%E6%B2%AB%E5%90%AF%E7%A4%BA/为什么现货内存价格仍在上涨，存储股却率先暴跌？复盘 1998、2000 与 2018 年历史周期，揭示存储股交易“价格上涨二阶导（加速度）”的底层定价规律与见顶信号。https://blog.alansun.host/posts/20260627_%E4%B8%89%E5%80%8D%E6%9D%A0%E6%9D%86%E4%BA%A4%E6%98%93%E5%A4%8D%E7%9B%98_%E4%B8%83%E6%9C%88%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E5%8D%8A%E5%AF%BC%E4%BD%93%E7%AD%96%E7%95%A5/Sat, 27 Jun 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260627_%E4%B8%89%E5%80%8D%E6%9D%A0%E6%9D%86%E4%BA%A4%E6%98%93%E5%A4%8D%E7%9B%98_%E4%B8%83%E6%9C%88%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E5%8D%8A%E5%AF%BC%E4%BD%93%E7%AD%96%E7%95%A5/复盘 6 月末美光财报后的半导体板块抛售，探讨季末资金再平衡、Token 降价压力（Tokenmaxxing）、内存涨价对下游利润的挤压，以及云巨头资本开支指引对算力股的决胜意义。