$美光科技(MU)$_老虎社区_美港股上老虎 - 老虎社区

五年一个周期

$美光科技(MU)$Mu是涨的最少，跌的最多。给闪迪提鞋都不配，同为AI供应链，mu比其他的估值低一倍，这不具备合理性。

希捷助力存储涨势！闪迪能否接力？

当地时间4月28日美股盘后，硬盘巨头 $希捷科技 (STX.US)$ 发布2026财年第三季度财报，营收、利润及下季度指引全面超出华尔街预期。消息公布后，希捷股价盘后狂飙，同时其竞争对手西部数据、闪迪、美光科技齐涨。【$闪迪 (SNDK.US)$ 也将于4月30日盘后公布2026财年第三财季业绩，大家觉得能否助力存储板块涨势？目前还能“追高”吗？】

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

mikyTiger
04-13
mikyTiger
我觉得可能是因为海丽是要来美股上市的原因，海力士的估值也是很低的，相比之下肯定是龙头更加适合买入。

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