$美光科技(MU)$_老虎社区_美港股上老虎 - 老虎社区

$美光科技(MU)$

$特斯拉(TSLA)$

$英伟达(NVDA)$

$老铺黄金(06181)$

关于存储板块及打折购物清单🧾

MU削减NAND闪存产量控制价格上涨，预计供不应求情况能持续到26年下半年

需要持仓半年左右的周期

从2024年到2025年据可以看出，美光的净利润从亏损转为盈利，2025财年净利润达到85.39亿美元，每股收益（EPS）为7.65美元。2026财年的预测EPS为16.96美元，2027年为19.75美元

17EPS×行业平均18PE，306目标价

220-306/306，28%，考虑通胀现金损耗，3个点，20～25%

如果明年只有15pe，255，相对来说一点吸引力没有

综上Mu165-220接手，相对安全

美港股回调购物🛒目标价区间：

英伟达160-180

Visa310-330

特斯拉290-320-350

MU165-220

老铺600-650

春立18，爱康5

场外基金：红利，国泰黄金，科创，中欧消费、医疗，QDII（纳指，科技，存储）

欢迎靠谱朋友一起高效交流🚢，感谢关注[正经]

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

四季鱼莊
11-15
四季鱼莊
巨佬发财！
- Leader:
  [比心]
Leader
11-15
Leader
两害相权取其轻，慎重考虑沉没成本
未来如果确认了投资失误，就要调整不甘心的心态，避免将错就错，扩大损失，必须即时止损！

发表看法

3

3

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