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哎呀呀小伙子
哎呀呀小伙子
·
04-20 05:03
$美光科技(MU)$
一个微芯片里包含30到400亿个晶体管。激光光刻技术把尺寸做到5x5毫米，现代工艺每个光刻周期生产需要3到6个月。所以，MU是一家很棒的芯片制造公司，同时技术可能激增，关键元素需求很快达到……半年内。
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哎呀呀小伙子
哎呀呀小伙子
·
04-20 03:15
$美光科技(MU)$
我看到的预测是，美光（MU）在2027财年能产生1330亿美元的运营收入，这个数字会超过亚马逊的1219亿和Meta的1026亿。从2024年到2027年，由AI数据中心需求驱动，年复合增长率能达到312%。
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哎呀呀小伙子
哎呀呀小伙子
·
04-20 00:09
$美光科技(MU)$
我估计下周 MU 会突破 500 点，它正朝着这个方向前进。
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哎呀呀小伙子
哎呀呀小伙子
·
04-17
$美光科技(MU)$
看图表，这种走势就像“阶梯式上涨”。每次大涨后，都会伴随2-3天的横盘整理。 然后，又是一波大涨。现在期权周五到期，刚好和这三天横盘整理的时间重合，这和“周一可能启动”的说法完全吻合。
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哎呀呀小伙子
哎呀呀小伙子
·
04-17
$美光科技(MU)$
现在还在这个阻力带里，得先突破462.50才行，后面才可能真正起来。
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786
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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
·
04-17
$美光科技(MU)$
做市商正试图把 MU 约束在 460 左右。弹簧压得越紧，存储的能量就越多。一旦阻力被突破，结果会是更强劲、更明显的突破。看好 MU。
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哎呀呀小伙子
哎呀呀小伙子
·
04-16
$美光科技(MU)$
TSMC预计季度利润将增长50%，并在AI需求推动下延续创纪录盈利。
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291
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哎呀呀小伙子
哎呀呀小伙子
·
04-16
$美光科技(MU)$
明天价格回到460，短期抢 crumbs 的人已经被甩掉了。
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哎呀呀小伙子
哎呀呀小伙子
·
04-16
$美光科技(MU)$
UBS这次又给了一个大升级，目标价$530。
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哎呀呀小伙子
·
04-16
$美光科技(MU)$
我敢说，那些恐慌卖出的人现在正挠头呢。你意识到这次恢复意味着明天我们可能突破前高并大幅上涨吗？
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一个微芯片里包含30到400亿个晶体管。激光光刻技术把尺寸做到5x5毫米，现代工艺每个光刻周期生产需要3到6个月。所以，MU是一家很棒的芯片制造公司，同时技术可能激增，关键元素需求很快达到……半年内。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555533544132688","isVote":1,"tweetType":1,"viewCount":1849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555503370289984,"gmtCreate":1776626144000,"gmtModify":1776652537276,"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> 我看到的预测是，美光（MU）在2027财年能产生1330亿美元的运营收入，这个数字会超过亚马逊的1219亿和Meta的1026亿。从2024年到2027年，由AI数据中心需求驱动，年复合增长率能达到312%。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 我看到的预测是，美光（MU）在2027财年能产生1330亿美元的运营收入，这个数字会超过亚马逊的1219亿和Meta的1026亿。从2024年到2027年，由AI数据中心需求驱动，年复合增长率能达到312%。","text":"$美光科技(MU)$ 我看到的预测是，美光（MU）在2027财年能产生1330亿美元的运营收入，这个数字会超过亚马逊的1219亿和Meta的1026亿。从2024年到2027年，由AI数据中心需求驱动，年复合增长率能达到312%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555503370289984","isVote":1,"tweetType":1,"viewCount":1748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555488516616256,"gmtCreate":1776614959000,"gmtModify":1776652547637,"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> 我估计下周 MU 会突破 500 点，它正朝着这个方向前进。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 我估计下周 MU 会突破 500 点，它正朝着这个方向前进。","text":"$美光科技(MU)$ 我估计下周 MU 会突破 500 点，它正朝着这个方向前进。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555488516616256","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554646669517720,"gmtCreate":1776387756000,"gmtModify":1776652101432,"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> 看图表，这种走势就像“阶梯式上涨”。每次大涨后，都会伴随2-3天的横盘整理。 然后，又是一波大涨。现在期权周五到期，刚好和这三天横盘整理的时间重合，这和“周一可能启动”的说法完全吻合。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 看图表，这种走势就像“阶梯式上涨”。每次大涨后，都会伴随2-3天的横盘整理。 然后，又是一波大涨。现在期权周五到期，刚好和这三天横盘整理的时间重合，这和“周一可能启动”的说法完全吻合。","text":"$美光科技(MU)$ 看图表，这种走势就像“阶梯式上涨”。每次大涨后，都会伴随2-3天的横盘整理。 然后，又是一波大涨。现在期权周五到期，刚好和这三天横盘整理的时间重合，这和“周一可能启动”的说法完全吻合。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/554646669517720","isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"content":"你是买了多少货，着急出","text":"你是买了多少货，着急出","html":"你是买了多少货，着急出"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554587810206616,"gmtCreate":1776358028000,"gmtModify":1776405766288,"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> 现在还在这个阻力带里，得先突破462.50才行，后面才可能真正起来。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 现在还在这个阻力带里，得先突破462.50才行，后面才可能真正起来。","text":"$美光科技(MU)$ 现在还在这个阻力带里，得先突破462.50才行，后面才可能真正起来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554587810206616","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"content":"以前从没见过有人像你这样不遗余力吗吹捧美光，找人接盘不要太着急","text":"以前从没见过有人像你这样不遗余力吗吹捧美光，找人接盘不要太着急","html":"以前从没见过有人像你这样不遗余力吗吹捧美光，找人接盘不要太着急"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554559055766408,"gmtCreate":1776357651000,"gmtModify":1776405757978,"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> 做市商正试图把 MU 约束在 460 左右。弹簧压得越紧，存储的能量就越多。一旦阻力被突破，结果会是更强劲、更明显的突破。看好 MU。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 做市商正试图把 MU 约束在 460 左右。弹簧压得越紧，存储的能量就越多。一旦阻力被突破，结果会是更强劲、更明显的突破。看好 MU。","text":"$美光科技(MU)$ 做市商正试图把 MU 约束在 460 左右。弹簧压得越紧，存储的能量就越多。一旦阻力被突破，结果会是更强劲、更明显的突破。看好 MU。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554559055766408","isVote":1,"tweetType":1,"viewCount":2727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554229487108160,"gmtCreate":1776301569000,"gmtModify":1776317359840,"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>TSMC预计季度利润将增长50%，并在AI需求推动下延续创纪录盈利。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>TSMC预计季度利润将增长50%，并在AI需求推动下延续创纪录盈利。","text":"$美光科技(MU)$ TSMC预计季度利润将增长50%，并在AI需求推动下延续创纪录盈利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554229487108160","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554200884872000,"gmtCreate":1776284948000,"gmtModify":1776310152521,"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> 明天价格回到460，短期抢 crumbs 的人已经被甩掉了。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 明天价格回到460，短期抢 crumbs 的人已经被甩掉了。","text":"$美光科技(MU)$ 明天价格回到460，短期抢 crumbs 的人已经被甩掉了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554200884872000","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554215847145552,"gmtCreate":1776284273000,"gmtModify":1776317330697,"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> UBS这次又给了一个大升级，目标价$530。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> UBS这次又给了一个大升级，目标价$530。","text":"$美光科技(MU)$ UBS这次又给了一个大升级，目标价$530。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554215847145552","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554229463262104,"gmtCreate":1776281606000,"gmtModify":1776317323666,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000158","idStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>我敢说，那些恐慌卖出的人现在正挠头呢。你意识到这次恢复意味着明天我们可能突破前高并大幅上涨吗？","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>我敢说，那些恐慌卖出的人现在正挠头呢。你意识到这次恢复意味着明天我们可能突破前高并大幅上涨吗？","text":"$美光科技(MU)$ 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