$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$ 财报确实猛，但这不是普通的周期行情。AI把存储需求彻底带起来了，数据中心成了主力，以后不会像以前那样大起大落。产能又跟不上，紧缺还得持续。股价跌下来，我觉得是机会。

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