$美光科技(MU)$_老虎社区_美港股上老虎 - 老虎社区

五年一个周期

$美光科技(MU)$Mu是涨的最少，跌的最多。给闪迪提鞋都不配，同为AI供应链，mu比其他的估值低一倍，这不具备合理性。

“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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精彩评论

mikyTiger
04-13
mikyTiger
我觉得可能是因为海丽是要来美股上市的原因，海力士的估值也是很低的，相比之下肯定是龙头更加适合买入。

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