像美光这种财报，跳空_老虎社区_美港股上老虎

2025-12-25

像美光这种财报，跳空20%、30%才合理。机构怕美光是周期股，所以在这个位置有点怂。但随着周期股逻辑被证伪，美光会迎来估值修复，至少能达到海力士三星级别，PE到16左右 $美光科技(MU)$

美股存储概念股上涨，据韩国《朝鲜日报》今日消息， $三星电子 (SSNLF.US)$ 、SK海力士等存储供应商已上调明年HBM3E价格，涨幅接近20%。KB Securities指出，由于ASIC需求激增，以ASIC为主要客户的三星，2026年HBM总出货量将有望较2025年暴增3倍，美光在上周的业绩会上，同样对HBM给出了乐观预期。【大家看好存储板块后市吗？年内大涨240%的美光，能否继续持有？】

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