美光科技：别被 “英伟达时刻”冲昏头脑_老虎社区_美港股上老虎

美光科技：别被 “英伟达时刻”冲昏头脑

美股研究社01-22

作者Julian Lin，内容为转载编译，仅为呈现不同市场观点与研究视角，并不意味着本公众号对文中观点结论认可。【如需和我们交流可扫码添加进社群】美光科技（MU）如今成了 AI 概念股里的香饽饽。公司发布的财报亮眼到堪称 “英伟达式高光时刻”，引得投资者趋之若鹜。但在一片狂热之中，建议大家先冷静下来，好好琢磨一个关键问题：这份亮眼业绩到底能不能持续？在分析师看来，当前价格早已透支了业绩峰值的利好，...

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