000660.KSKRMarket: Korea

贝贝拉聊财金00000660.KSBUYM-term · Medium-term · Explicit2026-10-13

SK海利市之前買入，現在還繼續持有，是我個人的核心持股。

SSerenity00000660.KSBUYM-term · Medium-term · Leaning00005930.KSBUYM-term · Medium-term · LeaningSISIVE.STBUYM-term · Medium-term · LeaningNBNBISBUYM-term · Medium-term · LeaningShow more2026-10-12

Memory has the strongest risk/adjusted return, and AI supply chain beneficiaries with closer inflection points, demand visibility, and forward P/E compressing due to economic leverage would likely outperform medium term despite current volatility.

NNaNa说美股00000660.KSBUYM-term · Medium-term · ExplicitMUMUBUYM-term · Medium-term · Explicit2026-10-12

存储行业的长期逻辑尚未被证伪，但短线趋势转弱，没有仓位或仓位小的可以逢低买入，今天留下的缺口可能很快被回补。