存储器高景气即将结束_老虎社区_美港股上老虎 - 老虎社区

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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。

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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
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DreamBig572
·2018-03-27
西方各国驱逐俄罗斯外交官的情形仍在继续
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pangngk
·2018-03-27
好的~
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ARKInvest
·2018-03-27
不错呀
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YNWIM
·2018-03-27
好
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