$美光科技(MU)$_老虎社区_美港股上老虎

你懂的盼

04-15

$美光科技(MU)$ 涨归涨，但资本开支太吓人，每年砸那么多钱，自由现金流扛不住。存储是强周期，现在涨得多嗨，周期反转时跌得就有多惨。想追的悠着点，别把反弹当反转。

三星、海力士巨震！回调or上涨，你更看好？

周一韩国股市巨震，当前韩国KOSPI指数转涨，扭转了此前4.7%的跌幅；权重股三星电子涨超4%，SK海力士涨1.5%。港股方面，南方两倍做多三星电子现拉升涨近4%。【大涨后的调整，大家觉得三星、海力士现在企稳了吗？还能否“追高”？】

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