$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$美光下季度指引折合人民币：营收2300亿，净利润1300亿
现在整个存储产业比卖白粉还赚钱，六氟化钨这点涨价对存储公司来说真的是九牛一毛，无论价格多少，锁定六氟化钨产能让自己的生产线开起来才是第一要务
六氟化钨产业就是小日子跌倒，中国吃饱

SK海力士助力！存储板块还能买吗？

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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