‌$美光科技(MU)_老虎社区_美港股上老虎 - 老虎社区

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‌$美光科技(MU)$ ‌看到有人讲长约锁定利润我就想笑。有没有想到将来周期低谷的时候，下游采购方会要求签低价长约，否则就根本不买你的货呢。只有供需是硬道理，其他都是扯淡

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葛力姆乔
·05-28
HBM的技术壁垒很高，只有三家公司能做HBM,你跟我说什么山顶？这不是周期股，而且Ai行业里的基础设施股。永远缺内存
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AsyncMan
·05-27
相比 CPU / GPU / 定制 ASIC，存储是最没有门槛，技术含量最低，竞争最激烈的一个；现在居然拿了最多的利润，这不就山顶么
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老刘的个人提款机
·05-28
任何一个行业都是周期股，只是行业周期时间长短不同，你判断好哪个是上升和高点就行
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阿肉
·05-28
股价什么先不谈竟然有人觉得存储没有门槛真的外行什么都敢说
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天天y有糖吃
·05-28
对可以手戳hbm
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