$美光科技(MU)$_老虎社区_美港股上老虎

买股票的打铁匠

2024-12-18

$美光科技(MU)$ 想来想去，还是决定不碰美光了。

首先，未来HBM可能面临供大于求的问题。

其次，美光相对于三星和海力士并没有特别明显的竞争优势，可能只是因为更早进入英伟达的供应链，有点时间优势。

第三，财报这东西本质上就是赌大小，别当赌徒。18倍的远期市盈率对于一个周期性这么强的股票来说，也不算特别便宜。

不知道我做的对吗[捂脸][捂脸]

美光业绩超预期！现在还能进场吗？

AI需求依然强劲！美光科技盘后一度涨超6%，Q2数据中心收入涨三倍，Q3指引超预期。【你看好美光发展前景吗？现在还能进场吗？】

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。

精彩评论

策新
2024-12-19
策新
我碰，我全仓做空，连续买了三天的 put
- 买股票的打铁匠:
  搏一搏
飞火流星21cn
2024-12-19
飞火流星21cn
说的没毛病！
- 买股票的打铁匠:
  谢谢！
Kevin me
2024-12-19
Kevin me
分析的很到位

发表看法

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