$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$美光这轮涨，的确是存储的估值模式变了。HBM签出5年长协后，逻辑变了：存储从“一年一谈”的周期品，变成了“五年锁定”的AI基建刚需。加上美光靠HBM市占率从5%飙到21%，这是底气。投行改模型，比股价翻倍都重要。

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