主要是美光是不是真的_老虎社区_美港股上老虎 - 老虎社区

主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。

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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精彩评论

DanielWilson
05-12
DanielWilson
我也盯芯片股现在就说脱周期还是早了点你更看库存还是capex？
AlvaThompson
05-12
AlvaThompson
周期没消失只是波动钝化了你看的是定价权还是产能结构？

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