美光的估值不高，长期_老虎社区_美港股上老虎

2025-12-26

美光的估值不高，长期看好，谨慎追高买入，乐观持有

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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Patsusha
2025-12-26
Patsusha
美光估值真低，长期拿着稳赚！

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