关于美光的看法。

$美光科技(MU)$ 我持有900股美光，28块的本，虽然亏得不多，但是利润回撤也让我很不舒服。
现在暂时不打算平仓
理由如下：1.mu的市盈率只有12。应该不算高估。
2.下跌没有任何明显利空。
何时我会平仓：1.一旦股票下跌超过20%我会强制平仓，因为这代表有我不知道的利空因素。。
2.如果出现利空，或基本面变化，我会从新考虑是否减仓或清空。
3.如果内存价格出现反转，或需求减弱，我会减仓。
装死好累，宝宝心里苦。

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

Danazy
2017-08-04
Danazy
就3个字：杀期权。
- 7f1207b9:
  我末日call被杀了
- Danazy回复初音未来:
  长期是向上的，但短期的股价是可以操控的。
- 初音未来回复北美猥琐男:
  我认为大数据时代还需要更多的SSD，而且现在电脑一般都改装SSD了，需求应该还没到顶。
- 北美猥琐男回复初音未来:
  这其实也是我疑惑的唯一坊间流传的只有对内存需求是否见顶的担忧还有很早前的事故不过回头来看美光近季度每次跌都是杀期权
- Danazy回复初音未来:
  轻而易举，你不去看看AMD能在利好10%的情况下，第二天跌14%到期权最多的位置双杀。
核桃桃
2017-08-04
核桃桃
😊没事我都腰斩了
- 初音未来:
  我是正股，感受不了期权的酸爽😁
江宪清
2017-08-04
江宪清
用过固态硬盘的人就知道爽了之后是回不来的，现在的手机内存和存储越来越大。虽然说手机市场增长不大，但手机也就是3年左右的快消产品，所以市场还是比较好的，问题是这家公司市场占有率不高，喜欢换了sandisk的老大之后，能有好的表现。
江宪清
2017-08-04
江宪清
嗯我也是这么想的，内存和固态硬盘的市场没有改变，不会卖掉，除非公司本身出大问题。
- 北美猥琐男:
  打字间就反弹了。。。。简直。。。
小新coming
2017-08-05
小新coming
点赞。
林北我
2017-08-04
林北我
正解！

发表看法

17

1

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