觉得美光很有可能受贸易战牵连

2018-03-24

$美光科技(MU)$美光不是英伟达英特尔不可替代，它的产品有三星海力士等可以替代，中国对其收税对中国影响不大，报道说有可能对美芯片行业增税，美光感觉很危险。

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Alex76
2018-03-30
Alex76
中国将把从南韩和台湾进口的半导体转向美国进口，以减少对美顺差。

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