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Thornburg基金经理周迪:存储进入超级周期

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2026-07-10 16:06:57
据彭博社报道,SK海力士在美国上市开局强劲,其ADR开盘指示价高于发行价。Thornburg Investment Management投资组合经理周迪称,当前处于存储“超级周期”,基本面强劲,SK海力士是全球高质量纯存储标的之一。
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