虎嗅·商业有味道

00后炒存储:一个月走完老股民十年心路

July 20, 2026·12 min
Episode Description from the Publisher

刚走出史诗级行情的存储赛道,转眼间人心涣散、哀嚎遍野。芯片龙头业绩预增1099%,换来的却是单日近8%的阴线;模组厂也泥沙俱下,不是一字跌停,就是扑街跳水。上半年一点点攒下来的收益,短短十余日内,在动辄30%、40%的回撤中吐了回去。然而,在老股民们慌忙割肉离场之际,一批00后股民却表示,自己“心态很稳”。00:01:13 “两出两进”存储,浮盈17万00:03:56 账户绿了半个月,但我心里有底00:06:39 买黄金交的学费,帮我逃过存储大劫00:09:28 被AI坑了后,一年逆袭累计收益50%

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