一起手牵手
2024-07-17
$美光科技(MU)$
不懂就问,为啥业绩超预期了,指引也符合预期能跌这么多 还是说目前在做空半导体,美光撞枪口上了,不管有任何动作反正就是跌,太难了
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ifeng
2024-07-18
ifeng
纠正一下。不止美光,是整个半导体跌了
Ha老虎油
:
英伟达疯涨时也没见美光涨多少……自从财报后就连续下跌差不多一个月了
nicegame
2024-07-19
nicegame
因为hbm 目前美光只擦个边,没法供货
什么也没有了~
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