$美光科技(MU)$_老虎社区_美港股上老虎

2024-06-25

$美光科技(MU)$ 自己对财报有自信和外界预期是两件事。基本面撑两天行情，还是回归盘面看供需。8月150问题不大，短期回调到位才能继续上涨。

AI需求给力，美光科技上季营收劲增46%，本季指引碾压预期再创新高，CEO称，美光HBM客户扩大至六家；未来几个月，明年HBM产品将订购一空。【周二收涨逾1%的美光，股价盘后拉升，目前涨幅收窄。大家觉得何时还能再进场？美光，是你看好的芯片股吗？】

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