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哎呀呀小伙子
哎呀呀小伙子
·
00:18
$美光科技(MU)$
这波操作堪称黄金坑，所谓利空实为利好。某些分析师的唱空策略反而创造绝佳窗口期，市场情绪与基本面形成完美错配。那些盯着边角料数据做文章的，根本看不懂核心赛道的价值潜力。
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哎呀呀小伙子
哎呀呀小伙子
·
12-04 01:45
$美光科技(MU)$
退出消费级产品布局确实是步妙棋，这意味着企业正在集中资源生产需求更旺盛、利润更高的AI芯片。既然晶圆代工产能有限，优先保障高毛利订单才是明智的商业策略。
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222
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哎呀呀小伙子
哎呀呀小伙子
·
12-04 01:11
$美光科技(MU)$
砍掉低利润产品线，集中火力搞高毛利产品，这波操作怎么看都是利好消息
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110
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哎呀呀小伙子
哎呀呀小伙子
·
12-04 01:01
$美光科技(MU)$
退出消费者业务板块，人工智能正在重塑企业格局
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0
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哎呀呀小伙子
哎呀呀小伙子
·
12-03 00:05
机构把目标价从200调高到300，但市场反应像降级似的。
$美光科技(MU)$
需要在230区间稳住，在240至250区间构筑平台，站稳250上方才能启动奔向300的行情。
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2,325
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1
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哎呀呀小伙子
哎呀呀小伙子
·
12-02
$美光科技(MU)$
行业供需格局变化带来的利润率提升潜力似乎被市场低估了。当鸭子们都在抢同一片池塘里的鱼时，最先升级渔具的捕手总能捞到最肥美的份额，这对估值模型里的某些参数可能会有意想不到的调整。
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939
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哎呀呀小伙子
哎呀呀小伙子
·
12-01
$美光科技(MU)$
美光科技的估值现在简直跌到了地下室，翻倍行情指日可待。加仓操作让我倍感欣慰。
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730
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1
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1
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哎呀呀小伙子
哎呀呀小伙子
·
12-01
$美光科技(MU)$
这波走势确实有点猛，连续拉升之后稍作调整也正常。价格区间目前在33到43之间波动，后续看42到54这个区间能否突破。等财报公布后应该会有新方向。
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1,088
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1
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哎呀呀小伙子
哎呀呀小伙子
·
12-01
$美光科技(MU)$
该标的先是冲上260刀，又摔回200刀区间，现在又往300-325区间突突。就算再跌回240刀，后续还是有概率冲击360-390区间。
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哎呀呀小伙子
哎呀呀小伙子
·
11-28
持有
$美光科技(MU)$
已有时日，看着它起起落落。作为财务背景的人士，当销售额、市占率和毛利率同步攀升时，企业盈利与估值自然会水涨船高。资产负债表改善带来的乘数效应更不容小觑。这种基本面支持下，价格翻倍并非天方夜谭。还记得之前对
$美光科技(MU)$
的预判吗？市场正在用实际走势证明，当初的估计还是太保守了。
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501
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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>这波操作堪称黄金坑，所谓利空实为利好。某些分析师的唱空策略反而创造绝佳窗口期，市场情绪与基本面形成完美错配。那些盯着边角料数据做文章的，根本看不懂核心赛道的价值潜力。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>这波操作堪称黄金坑，所谓利空实为利好。某些分析师的唱空策略反而创造绝佳窗口期，市场情绪与基本面形成完美错配。那些盯着边角料数据做文章的，根本看不懂核心赛道的价值潜力。","text":"$美光科技(MU)$ 这波操作堪称黄金坑，所谓利空实为利好。某些分析师的唱空策略反而创造绝佳窗口期，市场情绪与基本面形成完美错配。那些盯着边角料数据做文章的，根本看不懂核心赛道的价值潜力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507361470906496","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507065119629464,"gmtCreate":1764783912000,"gmtModify":1764925481931,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000158","idStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 退出消费级产品布局确实是步妙棋，这意味着企业正在集中资源生产需求更旺盛、利润更高的AI芯片。既然晶圆代工产能有限，优先保障高毛利订单才是明智的商业策略。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v 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退出消费者业务板块，人工智能正在重塑企业格局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507095003377768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506597602844776,"gmtCreate":1764691528000,"gmtModify":1764752298431,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000158","idStr":"9000000000000158"},"themes":[],"title":"","htmlText":"机构把目标价从200调高到300，但市场反应像降级似的。<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>需要在230区间稳住，在240至250区间构筑平台，站稳250上方才能启动奔向300的行情。","listText":"机构把目标价从200调高到300，但市场反应像降级似的。<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>需要在230区间稳住，在240至250区间构筑平台，站稳250上方才能启动奔向300的行情。","text":"机构把目标价从200调高到300，但市场反应像降级似的。$美光科技(MU)$ 需要在230区间稳住，在240至250区间构筑平台，站稳250上方才能启动奔向300的行情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506597602844776","isVote":1,"tweetType":1,"viewCount":2325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506357933531264,"gmtCreate":1764640835000,"gmtModify":1764659120166,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000158","idStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>行业供需格局变化带来的利润率提升潜力似乎被市场低估了。当鸭子们都在抢同一片池塘里的鱼时，最先升级渔具的捕手总能捞到最肥美的份额，这对估值模型里的某些参数可能会有意想不到的调整。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>行业供需格局变化带来的利润率提升潜力似乎被市场低估了。当鸭子们都在抢同一片池塘里的鱼时，最先升级渔具的捕手总能捞到最肥美的份额，这对估值模型里的某些参数可能会有意想不到的调整。","text":"$美光科技(MU)$ 行业供需格局变化带来的利润率提升潜力似乎被市场低估了。当鸭子们都在抢同一片池塘里的鱼时，最先升级渔具的捕手总能捞到最肥美的份额，这对估值模型里的某些参数可能会有意想不到的调整。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506357933531264","isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506166885466216,"gmtCreate":1764600939000,"gmtModify":1764605640084,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000158","idStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>美光科技的估值现在简直跌到了地下室，翻倍行情指日可待。加仓操作让我倍感欣慰。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>美光科技的估值现在简直跌到了地下室，翻倍行情指日可待。加仓操作让我倍感欣慰。","text":"$美光科技(MU)$ 美光科技的估值现在简直跌到了地下室，翻倍行情指日可待。加仓操作让我倍感欣慰。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/506166885466216","isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4124950294118792","authorId":"4124950294118792","name":"Nerds","avatar":"https://static.tigerbbs.com/5d4c2baf5777785015bcaa32179f76e0","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4124950294118792","idStr":"4124950294118792"},"content":"因为美光从来不是按照pe估值的，你看他历史上按照pe现在算是最贵的时候。人家是按照Pb估值的，所以其实一点也不便宜，至少相较于历史上来讲，是很贵的。现在大家讲的是估值切换。这个东西还要边讲边看。","text":"因为美光从来不是按照pe估值的，你看他历史上按照pe现在算是最贵的时候。人家是按照Pb估值的，所以其实一点也不便宜，至少相较于历史上来讲，是很贵的。现在大家讲的是估值切换。这个东西还要边讲边看。","html":"因为美光从来不是按照pe估值的，你看他历史上按照pe现在算是最贵的时候。人家是按照Pb估值的，所以其实一点也不便宜，至少相较于历史上来讲，是很贵的。现在大家讲的是估值切换。这个东西还要边讲边看。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505989829779584,"gmtCreate":1764555637000,"gmtModify":1764605618001,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000158","idStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>这波走势确实有点猛，连续拉升之后稍作调整也正常。价格区间目前在33到43之间波动，后续看42到54这个区间能否突破。等财报公布后应该会有新方向。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>这波走势确实有点猛，连续拉升之后稍作调整也正常。价格区间目前在33到43之间波动，后续看42到54这个区间能否突破。等财报公布后应该会有新方向。","text":"$美光科技(MU)$ 这波走势确实有点猛，连续拉升之后稍作调整也正常。价格区间目前在33到43之间波动，后续看42到54这个区间能否突破。等财报公布后应该会有新方向。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/505989829779584","isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537140308173485","authorId":"3537140308173485","name":"slowhorses","avatar":"https://static.tigerbbs.com/165d565b3793698e8d2479ec7e9e2951","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3537140308173485","idStr":"3537140308173485"},"content":"财报感觉是不是就看增长幅度与期望对等，期望现实是多少？同比至少增长50%？","text":"财报感觉是不是就看增长幅度与期望对等，期望现实是多少？同比至少增长50%？","html":"财报感觉是不是就看增长幅度与期望对等，期望现实是多少？同比至少增长50%？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505915837436032,"gmtCreate":1764534536000,"gmtModify":1764605268704,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000158","idStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>该标的先是冲上260刀，又摔回200刀区间，现在又往300-325区间突突。就算再跌回240刀，后续还是有概率冲击360-390区间。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>该标的先是冲上260刀，又摔回200刀区间，现在又往300-325区间突突。就算再跌回240刀，后续还是有概率冲击360-390区间。","text":"$美光科技(MU)$ 该标的先是冲上260刀，又摔回200刀区间，现在又往300-325区间突突。就算再跌回240刀，后续还是有概率冲击360-390区间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505915837436032","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504972761657416,"gmtCreate":1764299803000,"gmtModify":1764350917046,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000158","idStr":"9000000000000158"},"themes":[],"title":"","htmlText":"持有<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>已有时日，看着它起起落落。作为财务背景的人士，当销售额、市占率和毛利率同步攀升时，企业盈利与估值自然会水涨船高。资产负债表改善带来的乘数效应更不容小觑。这种基本面支持下，价格翻倍并非天方夜谭。还记得之前对<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>的预判吗？市场正在用实际走势证明，当初的估计还是太保守了。","listText":"持有<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>已有时日，看着它起起落落。作为财务背景的人士，当销售额、市占率和毛利率同步攀升时，企业盈利与估值自然会水涨船高。资产负债表改善带来的乘数效应更不容小觑。这种基本面支持下，价格翻倍并非天方夜谭。还记得之前对<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>的预判吗？市场正在用实际走势证明，当初的估计还是太保守了。","text":"持有$美光科技(MU)$ 已有时日，看着它起起落落。作为财务背景的人士，当销售额、市占率和毛利率同步攀升时，企业盈利与估值自然会水涨船高。资产负债表改善带来的乘数效应更不容小觑。这种基本面支持下，价格翻倍并非天方夜谭。还记得之前对$美光科技(MU)$ 的预判吗？市场正在用实际走势证明，当初的估计还是太保守了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/504972761657416","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544657675655156","authorId":"3544657675655156","name":"方小兵","avatar":"https://static.tigerbbs.com/866e22b3a766b86c08fd8658a832d196","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3544657675655156","idStr":"3544657675655156"},"content":"一年半以前就买进了，当时就判断hbm是未来","text":"一年半以前就买进了，当时就判断hbm是未来","html":"一年半以前就买进了，当时就判断hbm是未来"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}