$美光科技(MU)$_老虎社区_美港股上老虎

买股票的打铁匠

12-18 20:36

$美光科技(MU)$ 想来想去，还是决定不碰美光了。

首先，未来HBM可能面临供大于求的问题。

其次，美光相对于三星和海力士并没有特别明显的竞争优势，可能只是因为更早进入英伟达的供应链，有点时间优势。

第三，财报这东西本质上就是赌大小，别当赌徒。18倍的远期市盈率对于一个周期性这么强的股票来说，也不算特别便宜。

不知道我做的对吗[捂脸][捂脸]

美光绩后暴跌！迎来上车良机？

美光科技第一财季营收符合预期，下季展望明显不佳，盘后一度暴跌17%。【现在你会选择逢低上车美光吗？后市你是否看好？】

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

策新
05:16
策新
我碰，我全仓做空，连续买了三天的 put
飞火流星21cn
00:10
飞火流星21cn
说的没毛病！

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