存储器高景气即将结束_老虎社区_美港股上老虎 - 老虎社区

点赞
5
收藏

存储器高景气即将结束

supernova
2018-03-27

$美光科技(MU)$ 周期股风险还是比较大，存储器高景气即将结束，nand价格已经开始松动，dram估计也坚持不了多久，2019年随着新增产能释放，存储器价格肯定比现在的近年高位有较大下滑，虽然需求依然旺盛，但价格下滑必将影响原厂营收，美光股价近年还能创新高吗？长期并不看好，打算60出头就卖掉了。

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。

点赞

举报

评论（5）

推荐
最新

李勇a
·2018-03-27
生物科技、云计算、人工智能、高端制造领域的优质成长股
回复
点赞
举报
DreamBig572
·2018-03-27
西方各国驱逐俄罗斯外交官的情形仍在继续
回复
点赞
举报
pangngk
·2018-03-27
好的~
回复
点赞
举报
ARKInvest
·2018-03-27
不错呀
回复
点赞
举报
YNWIM
·2018-03-27
好
回复
点赞
举报

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

老虎社区侵权投诉指引

中国互联网举报中心·北京互联网举报中心

网络谣言曝光台·扫黄打非举报中心

网络110报警服务

© 2018-2025 老虎社区版权所有

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

qrcode

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":171821,"tweetId":"171821","gmtCreate":1522143810986,"gmtModify":1704890871829,"author":{"id":3478744840529149,"idStr":"3478744840529149","authorId":3478744840529149,"authorIdStr":"3478744840529149","name":"supernova","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"存储器高景气即将结束","extraTitle":"","html":"<html><head></head><body><p>$美光科技(MU)$ 周期股风险还是比较大，存储器高景气即将结束，nand价格已经开始松动，dram估计也坚持不了多久，2019年随着新增产能释放，存储器价格肯定比现在的近年高位有较大下滑，虽然需求依然旺盛，但价格下滑必将影响原厂营收，美光股价近年还能创新高吗？长期并不看好，打算60出头就卖掉了。</p></body></html>","htmlText":"<html><head></head><body><p>$美光科技(MU)$ 周期股风险还是比较大，存储器高景气即将结束，nand价格已经开始松动，dram估计也坚持不了多久，2019年随着新增产能释放，存储器价格肯定比现在的近年高位有较大下滑，虽然需求依然旺盛，但价格下滑必将影响原厂营收，美光股价近年还能创新高吗？长期并不看好，打算60出头就卖掉了。</p></body></html>","text":"$美光科技(MU)$ 周期股风险还是比较大，存储器高景气即将结束，nand价格已经开始松动，dram估计也坚持不了多久，2019年随着新增产能释放，存储器价格肯定比现在的近年高位有较大下滑，虽然需求依然旺盛，但价格下滑必将影响原厂营收，美光股价近年还能创新高吗？长期并不看好，打算60出头就卖掉了。","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/171821","repostId":0,"isVote":1,"tweetType":1,"viewCount":2496,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":265,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":697181,"commentId":"697181","gmtCreate":1522147857486,"gmtModify":1522147857486,"authorId":3479274750749386,"author":{"id":3479274750749386,"idStr":"3479274750749386","authorId":3479274750749386,"name":"李勇a","avatar":"https://static.laohu8.com/picture81","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":171821,"objectIdStr":"171821","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"生物科技、云计算、人工智能、高端制造领域的优质成长股","text":"生物科技、云计算、人工智能、高端制造领域的优质成长股","html":"生物科技、云计算、人工智能、高端制造领域的优质成长股","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":697154,"commentId":"697154","gmtCreate":1522147716564,"gmtModify":1522147716564,"authorId":3479274691172880,"author":{"id":3479274691172880,"idStr":"3479274691172880","authorId":3479274691172880,"name":"DreamBig572","avatar":"https://static.laohu8.com/picture14","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":171821,"objectIdStr":"171821","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"西方各国驱逐俄罗斯外交官的情形仍在继续","text":"西方各国驱逐俄罗斯外交官的情形仍在继续","html":"西方各国驱逐俄罗斯外交官的情形仍在继续","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":697171,"commentId":"697171","gmtCreate":1522147807787,"gmtModify":1522147807787,"authorId":3479274705372315,"author":{"id":3479274705372315,"idStr":"3479274705372315","authorId":3479274705372315,"name":"pangngk","avatar":"https://static.laohu8.com/picture35","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":171821,"objectIdStr":"171821","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好的~","text":"好的~","html":"好的~","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":697130,"commentId":"697130","gmtCreate":1522147559615,"gmtModify":1522147559615,"authorId":3479274821423651,"author":{"id":3479274821423651,"idStr":"3479274821423651","authorId":3479274821423651,"name":"ARKInvest","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":171821,"objectIdStr":"171821","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不错呀","text":"不错呀","html":"不错呀","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":697107,"commentId":"697107","gmtCreate":1522147389878,"gmtModify":1522147389878,"authorId":3479274757881734,"author":{"id":3479274757881734,"idStr":"3479274757881734","authorId":3479274757881734,"name":"YNWIM","avatar":"https://static.laohu8.com/picture84","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":171821,"objectIdStr":"171821","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好","text":"好","html":"好","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}