$美光科技(MU)$_老虎社区_美港股上老虎

2025-12-25

$美光科技(MU)$其实如果按照财报前的高点计算（264美金），财报发布后，也就比上一个高点涨了10%。2026年财年净利润确认（350-400亿美金），美光2026年市值，现在就看给多少倍PE了

三星和SK海力士寻求将服务器DRAM价格最高上涨70%。全球半导体开年集体爆发，上周五1月2日至今，闪迪涨超47%，美光科技涨超20%，光刻机龙头阿斯麦涨超16%，台积电涨超7%。黄仁勋看好AI系统对存储需求后，再次提振市场情绪，大家有上车相关概念股吗？后市还能否继续持有？

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":514522826805616,"tweetId":"514522826805616","gmtCreate":1766645980378,"gmtModify":1766646919801,"author":{"id":9000000000000219,"idStr":"9000000000000219","authorId":9000000000000219,"authorIdStr":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":26,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"存储概念大涨！闪迪、美光…还有机会吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"三星和SK海力士寻求将服务器DRAM价格最高上涨70%。全球半导体开年集体爆发，上周五1月2日至今，闪迪涨超47%，美光科技涨超20%，光刻机龙头阿斯麦涨超16%，台积电涨超7%。黄仁勋看好AI系统对存储需求后，再次提振市场情绪，大家有上车相关概念股吗？后市还能否继续持有？","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"MU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美光科技\" target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>其实如果按照财报前的高点计算（264美金），财报发布后，也就比上一个高点涨了10%。2026年财年净利润确认（350-400亿美金），美光2026年市值，现在就看给多少倍PE了</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"MU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美光科技\" target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>其实如果按照财报前的高点计算（264美金），财报发布后，也就比上一个高点涨了10%。2026年财年净利润确认（350-400亿美金），美光2026年市值，现在就看给多少倍PE了</body></html>","text":"$美光科技(MU)$其实如果按照财报前的高点计算（264美金），财报发布后，也就比上一个高点涨了10%。2026年财年净利润确认（350-400亿美金），美光2026年市值，现在就看给多少倍PE了","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/514522826805616","repostId":0,"isVote":1,"tweetType":1,"viewCount":902,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":158,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/514522826805616"}