$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$mu本身是不错，我唯一不喜欢的是，他太过于集中在高风险地区。未来美国建厂资本开支和成本都会很高，据说美国厂成本和时间是东亚两倍至少，以美国人的效率这几个美国厂延期风险很大。但从超长期来看，这是个必须的投资

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