像美光这种财报，跳空_老虎社区_美港股上老虎

2025-12-25

像美光这种财报，跳空20%、30%才合理。机构怕美光是周期股，所以在这个位置有点怂。但随着周期股逻辑被证伪，美光会迎来估值修复，至少能达到海力士三星级别，PE到16左右 $美光科技(MU)$

增加240亿美元NAND制造投资的美光收涨超5%，STX财报全面超预期，盘后大涨，并且带动相关概念大涨——南方两倍做多海力士续涨近10%，南方两倍做多三星电子涨超4%，兆易创新涨近4%。【存储狂飙，大家觉得还在上涨周期吗？你有投资哪一家？】

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