$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$ 这个月跌得挺惨的，我说实话，存储这东西周期属性太强，股价从来都是先于行业见顶。美光业绩再好，市场也早就不认了，利好打完了，加上资本开又大，其实就是见顶信号。这轮存储涨了这么久，价格也松动了，现在进去风险比机会大。再等等吧，等跌透了再说。

“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？】

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究极失眠患者
04-01
究极失眠患者
美光自己没问题，但行业周期摆在那，再好的公司也扛不住周期向下

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