我觉得这波涨得有点过_老虎社区_美港股上老虎

我觉得这波涨得有点过了，感觉利多出尽了。财报之前已经涨这么多，估计是提前反应了。要是后面有回调，那倒是机会，毕竟算力这东西，对内存需求还是挺大的。 $美光科技(MU)$

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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