$美光科技(MU)$_老虎社区_美港股上老虎

Iiko
07-13

$美光科技(MU)$

$MU 正在进入其历史上最强劲的盈利周期。AI 不仅仅在提振内存需求；它正在从根本上改变行业的定价能力、产品组合和盈利能力。高带宽内存、高端 DRAM 和数据中心 SSD 都在扩大利润率，同时供应保持克制。

如果 AI 基础设施支出保持正轨，Micron 到 2030 年的利润潜力可能超过整个 Mag7 在 2026 年的总利润。

# IBM今日盘后财报，上季暴雷带崩软件，这次软件业务能否止血？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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帅帅的爸爸
·07-14
真敢吹啊，饼都给你一个人吃了算了，敢不敢内存一条一万美金
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