$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$感觉市场全部的钱都在存储super cycle上。。在这个位置买美光的call几乎不可能不做保护或对冲，风险在这个时候的IV应该也很高了，就是如果下跌可能会双杀

三星电子王者归来，Q4营收93.8万亿韩元创纪录，存储业务营业利润暴增465%，重夺DRAM市场榜首。HBM爆发重塑半导体行业格局，SK海力士年度利润首超三星。AI推动存储需求爆棚，闪迪业绩大超预期，股价盘后一度涨近15%。【本周存储概念股各家财报接连点燃市场行情，大家觉得能继续“追高”吗？】

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":527017390383368,"tweetId":"527017390383368","gmtCreate":1769672732818,"gmtModify":1769672836326,"author":{"id":9000000000000221,"idStr":"9000000000000221","authorId":9000000000000221,"authorIdStr":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":209,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"SNDK, WDC业绩利好！存储板块，还能“追高”吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"三星电子王者归来，Q4营收93.8万亿韩元创纪录，存储业务营业利润暴增465%，重夺DRAM市场榜首。HBM爆发重塑半导体行业格局，SK海力士年度利润首超三星。AI推动存储需求爆棚，闪迪业绩大超预期，股价盘后一度涨近15%。【本周存储概念股各家财报接连点燃市场行情，大家觉得能继续“追高”吗？】","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a data-mention-id=\"MU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美光科技\" target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>感觉市场全部的钱都在存储super cycle上。。在这个位置买美光的call几乎不可能不做保护或对冲，风险在这个时候的IV应该也很高了，就是如果下跌可能会双杀</body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"MU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美光科技\" target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>感觉市场全部的钱都在存储super cycle上。。在这个位置买美光的call几乎不可能不做保护或对冲，风险在这个时候的IV应该也很高了，就是如果下跌可能会双杀</body></html>","text":"$美光科技(MU)$感觉市场全部的钱都在存储super cycle上。。在这个位置买美光的call几乎不可能不做保护或对冲，风险在这个时候的IV应该也很高了，就是如果下跌可能会双杀","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/527017390383368","repostId":0,"isVote":1,"tweetType":1,"viewCount":3108,"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":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":152,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/527017390383368"}