$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$ 财报确实猛，但这不是普通的周期行情。AI把存储需求彻底带起来了，数据中心成了主力，以后不会像以前那样大起大落。产能又跟不上，紧缺还得持续。股价跌下来，我觉得是机会。

SK海力士一季度营收52.58万亿韩元，净利润40.35万亿韩元，同比大增498%，远超预期29.39万亿韩元。营业利润率72%，创下单季历史最高。DRAM平均售价环比涨超60%，NAND售价环比涨超70%。预计二季度DRAM出货量环比增长高个位数百分比，NAND出货量环比增长中十几个百分比。【存储价格持续飙升，大家看好涨势延续吗？】

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