$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$mu本身是不错，我唯一不喜欢的是，他太过于集中在高风险地区。未来美国建厂资本开支和成本都会很高，据说美国厂成本和时间是东亚两倍至少，以美国人的效率这几个美国厂延期风险很大。但从超长期来看，这是个必须的投资

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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