allblue
2019-10-01
$美光科技(MU)$
不能过度做空吧,半导体四季度复苏已经是大概率的事了,行业周期已是底部。
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。
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脆皮茄子
2019-10-02
脆皮茄子
评论区的脑残自己去看半导体销售额增速,还有设备增速DXI指数航空货运量等等指标,经验上的周期底部没毛病,自己不懂就以为别人不懂?
新来的猫
2019-10-01
新来的猫
我觉得也是,虽然不知道是不是行业底部,但毕竟美光的实力还是有的,如果川老板把华为解禁,相信长期持有的话还是可以的
allblue
2020-01-23
allblue
前面口口声声说别人脑残的朋友们,事实就是这么残酷。
雪崩
2019-10-01
雪崩
你亲自调研的吗?行业周期底部,怎么得出的结论?难不成被华尔街忽悠脑残了?
A股专家
2019-10-01
A股专家
哈哈哈行业周期底部。。。。你真敢讲
什么也没有了~
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