“新股神”Serenity 评美光（MU）市值突破 1 万亿美元大关。Serenity 重申了此前判断——美光有望成为“

智通财经05-27

“新股神”Serenity 评美光（MU）市值突破 1 万亿美元大关。Serenity 重申了此前判断——美光有望成为“下一个英伟达”并指出在 AI 驱动的结构性内存需求下MU 将持续上涨近期从 80 美元涨至 887 美元的过程中已造就大量百万富翁。Serenity 回顾今年 1 月的观点其认为 AI 已打破内存的短周期属性美光拥有“美国制造”和白宫支持1 月时前瞻 PE 仅约 11.6 倍但...

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