$迈威尔科技(MRV_老虎社区_美港股上老虎

$迈威尔科技(MRVL)$ 这只的成长逻辑确实扎实，所以能走得比较稳。那些在200以下甚至150以下进场并一直持有的，应该深有体会。

不过，别仅仅因为Jensen说它会是下一个万亿美元公司就冲进去。新手往往容易在这种地方吃亏。它不像$美光科技(MU)$ 那样靠热度，而是业务本身确实在全面发力。可以关注突破，但也要注意结构。

闪迪(SNDK)今日再涨约 7.39%、美光(MU)涨约 2.30%，存储强势不改。催化是 SNDK 投资者日后卖方定调"存储交易仍在延续"，美光则被喊"KOSPI 恐慌被过度解读、强力买入，有望向上突破"。不过也有声音提醒日元走强可能冲击 80% 毛利率故事。存储超级周期的信仰这次能扛住估值高位吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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帅帅的爸爸
06-05
帅帅的爸爸
黄皮拿嘴把股价吹上去，顺便把自己的货出给你们这些股神
- 帅帅的爸爸回复老虎同学好:
  你敢不敢接嘛
- 老虎同学好:
  你以为的

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