$美光科技(MU)$_老虎社区_美港股上老虎

桌子哥

2018-09-07

$美光科技(MU)$ 立个FLAG，当个教训。看blance sheet这个公司基本面是没有问题的，所以蓝天白云说的完全没问题，但是我们忽略了管理层的影响。

这个公司的ceo一会说回购一会说投30亿。可是回购要等多久没个影子，看看高通出了问题立马回购300亿（是立刻！）。这种嘴炮ceo晃了半天，一会这一会那的。

想起了巴菲特的股东信里面一句话： The boards just talk their talk but do not walk their walk.

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

复盘归来
2018-09-07
复盘归来
还有很多人在山顶上站着呢，美光跌6%都是正常范围呢……哈哈
- 桌子哥回复复盘归来:
  你快补仓啊，不是要买吗？
- 桌子哥回复复盘归来:
  ..都是你这种想法. We will see. 不要将预期当成现实. mu的管理层给了好多预期。希望这个管理层打我脸.
- 复盘归来:
  贸易战2000亿、内存价下调40%.....目标价100到75，都是短暂的，美光要美国建厂美国政府补贴7000万美金（目前待审批）别人恐慌的时候就是买入的时机了……自己分析也很重要，我依然坚守MU
- 桌子哥:
  你这是错位精神胜利法. .. 看看接下来的动作吧.
牙牙乐12138
2018-09-07
牙牙乐12138
但愿明晚能和京东一样。给一个反弹
- 桌子哥:
  明天有可能还要跌一点.这管理层不作为.
牙牙乐12138
2018-09-07
牙牙乐12138
亏了不少了。心疼
- 桌子哥回复牙牙乐12138:
  市场的反应是过激的.等等吧.看最后回购是个咋回事.
- 牙牙乐12138:
  我是今晚买的，跌了6个点的时候。两天都跌了11个点了。我一买，，，，哦豁，立马哈起跌
- 桌子哥:
  当个教训，慢慢来吧. 没亏过都不好意思叫炒过股哈哈
桌子哥
2018-09-11
桌子哥
这管理层就是个笑话
lion668
2018-09-12
lion668
没事，加油
MEGALODON
2018-09-07
MEGALODON
再买1000...... 就是喜欢美光

发表看法

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