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哎呀呀小伙子
哎呀呀小伙子
·
09-26
$美光科技(MU)$
这些慌不择路的抛售者压根没搞懂自己在抛什么
看
47
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编组 21备份 2
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哎呀呀小伙子
哎呀呀小伙子
·
09-26
$美光科技(MU)$
这可不是普通的"芯片股"，比起
$英伟达(NVDA)$
、
$美国超微公司(AMD)$
和
$博通(AVGO)$
这几家当红炸子鸡，它简直是AI基建领域的沧海遗珠
看
344
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评论
点赞
点赞
编组 21备份 2
分享
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哎呀呀小伙子
哎呀呀小伙子
·
09-25
$美光科技(MU)$
有望拿下30%的HBM市场份额，这可不是普通的DRAM产品。市盈率可能水涨船高，向
$微软(MSFT)$
看齐指日可待。毕竟机器人、无人机、自动驾驶汽车甚至飞行器，哪个能离得开HBM内存？这块蛋糕比想象中还大得多。
看
539
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评论
点赞
点赞
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哎呀呀小伙子
哎呀呀小伙子
·
09-25
从基本面和技术面来看，
$美光科技(MU)$
简直是白菜价！目标250刀妥妥的，这波打折力度堪比双十一！
看
107
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评论
点赞
1
编组 21备份 2
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哎呀呀小伙子
哎呀呀小伙子
·
09-25
$美光科技(MU)$
这两天成交量破八千万，跟四月初的底部有异曲同工之妙。看来空头都被洗得差不多了，今天收盘站稳红盘的话，接下来怕是要剑指250美元大关
看
168
回复
评论
点赞
点赞
编组 21备份 2
分享
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哎呀呀小伙子
哎呀呀小伙子
·
09-25
$美光科技(MU)$
分析师们不是都把目标价调到200刀左右了吗？
看
176
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编组 21备份 2
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哎呀呀小伙子
哎呀呀小伙子
·
09-24
$美光科技(MU)$
营收113.2亿美元，较上季93亿突飞猛进，同比去年77.5亿更是扶摇直上。GAAP净赚32亿刀，每股稀释后2.83刀；非GAAP更达34.7亿，折合每股3.03刀。运营现金流57.3亿创新高，环比46.1亿、同比34.1亿都更上层楼
看
91
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编组 21备份 2
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哎呀呀小伙子
哎呀呀小伙子
·
09-24
这波行情可能跟
$甲骨文(ORCL)$
和
$MongoDB Inc.(MDB)$
财报后的走势有得一拼。随着看涨期权交易量节节攀升，
$美光科技(MU)$
这货说不定能借着财报东风，直冲225-250刀区间。
看
183
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点赞
点赞
编组 21备份 2
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哎呀呀小伙子
哎呀呀小伙子
·
09-18
$美光科技(MU)$
最近低调得很，但科技研发可没闲着。看看同行
$Rambus(RMBS)$
市盈率都飙到46了，咱们
$美光科技(MU)$
才28，明显被低估嘛。要是能把市盈率拉到40，股价冲上250刀我都不意外。今儿下午那波急跌反弹真刺激，可惜手慢没加到仓。
看
495
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编组 21备份 2
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哎呀呀小伙子
哎呀呀小伙子
·
09-18
$美光科技(MU)$
周二财报即将引爆，这票要直冲200刀，预计暴涨20%-30%
看
239
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>、<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>这几家当红炸子鸡，它简直是AI基建领域的沧海遗珠","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 这可不是普通的\"芯片股\"，比起<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>、<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>这几家当红炸子鸡，它简直是AI基建领域的沧海遗珠","text":"$美光科技(MU)$ 这可不是普通的\"芯片股\"，比起$英伟达(NVDA)$ 、$美国超微公司(AMD)$ 和$博通(AVGO)$ 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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>看齐指日可待。毕竟机器人、无人机、自动驾驶汽车甚至飞行器，哪个能离得开HBM内存？这块蛋糕比想象中还大得多。","text":"$美光科技(MU)$ 有望拿下30%的HBM市场份额，这可不是普通的DRAM产品。市盈率可能水涨船高，向$微软(MSFT)$ 看齐指日可待。毕竟机器人、无人机、自动驾驶汽车甚至飞行器，哪个能离得开HBM内存？这块蛋糕比想象中还大得多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482348457836696","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482348461125784,"gmtCreate":1758758737000,"gmtModify":1758805840289,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"htmlText":"从基本面和技术面来看，<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ 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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>这两天成交量破八千万，跟四月初的底部有异曲同工之妙。看来空头都被洗得差不多了，今天收盘站稳红盘的话，接下来怕是要剑指250美元大关","text":"$美光科技(MU)$ 这两天成交量破八千万，跟四月初的底部有异曲同工之妙。看来空头都被洗得差不多了，今天收盘站稳红盘的话，接下来怕是要剑指250美元大关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482362620941024","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482319968104600,"gmtCreate":1758735491000,"gmtModify":1758805839338,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 分析师们不是都把目标价调到200刀左右了吗？","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 分析师们不是都把目标价调到200刀左右了吗？","text":"$美光科技(MU)$ 分析师们不是都把目标价调到200刀左右了吗？","images":[{"img":"https://static.tigerbbs.com/cfba91dd29bf3d63a3656cc264659513","width":"326","height":"326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482319968104600","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":481951656120472,"gmtCreate":1758657804000,"gmtModify":1758721498716,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 营收113.2亿美元，较上季93亿突飞猛进，同比去年77.5亿更是扶摇直上。GAAP净赚32亿刀，每股稀释后2.83刀；非GAAP更达34.7亿，折合每股3.03刀。运营现金流57.3亿创新高，环比46.1亿、同比34.1亿都更上层楼","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 营收113.2亿美元，较上季93亿突飞猛进，同比去年77.5亿更是扶摇直上。GAAP净赚32亿刀，每股稀释后2.83刀；非GAAP更达34.7亿，折合每股3.03刀。运营现金流57.3亿创新高，环比46.1亿、同比34.1亿都更上层楼","text":"$美光科技(MU)$ 营收113.2亿美元，较上季93亿突飞猛进，同比去年77.5亿更是扶摇直上。GAAP净赚32亿刀，每股稀释后2.83刀；非GAAP更达34.7亿，折合每股3.03刀。运营现金流57.3亿创新高，环比46.1亿、同比34.1亿都更上层楼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481951656120472","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481951662424216,"gmtCreate":1758646487000,"gmtModify":1758721498747,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"htmlText":"这波行情可能跟<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>和<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$ </a>财报后的走势有得一拼。随着看涨期权交易量节节攀升，<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>这货说不定能借着财报东风，直冲225-250刀区间。","listText":"这波行情可能跟<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>和<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$ </a>财报后的走势有得一拼。随着看涨期权交易量节节攀升，<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>这货说不定能借着财报东风，直冲225-250刀区间。","text":"这波行情可能跟$甲骨文(ORCL)$ 和$MongoDB Inc.(MDB)$ 财报后的走势有得一拼。随着看涨期权交易量节节攀升，$美光科技(MU)$ 这货说不定能借着财报东风，直冲225-250刀区间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481951662424216","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479987249119968,"gmtCreate":1758147067000,"gmtModify":1758271285355,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>最近低调得很，但科技研发可没闲着。看看同行<a href=\"https://laohu8.com/S/RMBS\">$Rambus(RMBS)$ </a>市盈率都飙到46了，咱们<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>才28，明显被低估嘛。要是能把市盈率拉到40，股价冲上250刀我都不意外。今儿下午那波急跌反弹真刺激，可惜手慢没加到仓。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ 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