一个人发呆
04-01
存储穿越周期就搞笑的,股价从来都是先于行业见顶的。
$美光科技(MU)$
业绩爆了,下季度指引也超预期,结果股价跌了30%,利好早就打进去了,加上巨额资本开支,这都是典型的周期股见顶信号。
“算力”轮动至“存储”?!SNDK, MU…还能买吗?
周二美股存储芯片指数涨超2.4%,双双续创新高。美伊战争爆发以来,存储芯片板块成为表现最好的大型科技股之一,具体表现:SanDisk大涨 49.3%,Western Digital上涨26.4%,Seagate Technology上涨 25.8%,Micron Technology上涨8.5%。【大家看好存储板块涨势吗?现阶段你的操作策略是?】
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。
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究极失眠患者
04-01
究极失眠患者
存储谈穿越周期?先问问美光30%的跌幅答不答应
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