$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$美光的业绩，指引和毛利数字都很好。主要是不懂dram和nand。AI的算法还在迭代，万一新架构诞生新算法，会不会导致硬件瓶颈转移? 只看一两年，难得算是不贵的票。

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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