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每天只看一次账户
每天只看一次账户
·
04-29 06:25
$美光科技(MU)$
DA Davidson开始覆盖，给出了买入评级和1000美元的目标价。这目标价有点意思。
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每天只看一次账户
·
04-29 05:10
$美光科技(MU)$
Seagate STX盘后涨了100美元。Micron会跟上。
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221
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每天只看一次账户
·
04-29 04:53
$美光科技(MU)$
即使在500美元，MU的市盈率也只有24倍，而半导体行业是35-60倍。更重要的是，MU的“远期”市盈率只有9-9.2倍。这说明了什么？我们正走向何方，而且似乎看不到尽头？
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841
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每天只看一次账户
·
04-29 04:40
$美光科技(MU)$
Seagate的财报很好，我反正不想做空它。不过Micron上次的财报在几乎所有指标上都强得多。我猜Micron还能涨很多很多。
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419
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每天只看一次账户
每天只看一次账户
·
04-29 04:27
$美光科技(MU)$
希捷预测下季度每股收益5美元，股价在650美元。镁光每股收益接近20美元，股价512美元。在我看来，镁光的护城河更宽一些。把钱放哪儿，看起来挺明显的。
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690
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每天只看一次账户
每天只看一次账户
·
04-28 06:36
$美光科技(MU)$
动量不断增强，RSI 在 73.37，仍有足够的上涨空间。我还在关注 600+。
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42
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每天只看一次账户
每天只看一次账户
·
04-28 04:11
$美光科技(MU)$
内存之王这势头根本停不下来。现在估值还是很低，未来几年应该还会继续上涨。
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77
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每天只看一次账户
每天只看一次账户
·
04-27
$美光科技(MU)$
复合年增长率是0.15。要达到1，价格需要涨6倍，也就是每股2,970美元。周期性一直是压制因素，但固定价格合同已经解决了这个问题。我预测在18个月内，股价会达到2,500到3,000美元之间。AI不是一次性事件，它对人类是变革性的，就像电话、汽车、钢铁或计算机一样。
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·
04-27
$美光科技(MU)$
本周可能上涨，但之前相当安静。部分人开始认识到Mu的价值。
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146
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每天只看一次账户
·
04-26
$美光科技(MU)$
对我来说，美光股票最吸引人的是它非常便宜，尽管表现已经很出色。追踪市盈率是22，而前瞻市盈率更吸引人，只有8。
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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>DA Davidson开始覆盖，给出了买入评级和1000美元的目标价。这目标价有点意思。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>DA Davidson开始覆盖，给出了买入评级和1000美元的目标价。这目标价有点意思。","text":"$美光科技(MU)$ DA Davidson开始覆盖，给出了买入评级和1000美元的目标价。这目标价有点意思。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558661855420448","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558636996730912,"gmtCreate":1777410659000,"gmtModify":1777442831599,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"每天只看一次账户","avatar":"https://static.tigerbbs.com/69e2d74ebb140c7a553a0320c988db8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v 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</a>即使在500美元，MU的市盈率也只有24倍，而半导体行业是35-60倍。更重要的是，MU的“远期”市盈率只有9-9.2倍。这说明了什么？我们正走向何方，而且似乎看不到尽头？","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>即使在500美元，MU的市盈率也只有24倍，而半导体行业是35-60倍。更重要的是，MU的“远期”市盈率只有9-9.2倍。这说明了什么？我们正走向何方，而且似乎看不到尽头？","text":"$美光科技(MU)$ 即使在500美元，MU的市盈率也只有24倍，而半导体行业是35-60倍。更重要的是，MU的“远期”市盈率只有9-9.2倍。这说明了什么？我们正走向何方，而且似乎看不到尽头？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558636721079144","isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558636723598184,"gmtCreate":1777408859000,"gmtModify":1777450721830,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"每天只看一次账户","avatar":"https://static.tigerbbs.com/69e2d74ebb140c7a553a0320c988db8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>Seagate的财报很好，我反正不想做空它。不过Micron上次的财报在几乎所有指标上都强得多。我猜Micron还能涨很多很多。","listText":"<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>希捷预测下季度每股收益5美元，股价在650美元。镁光每股收益接近20美元，股价512美元。在我看来，镁光的护城河更宽一些。把钱放哪儿，看起来挺明显的。","text":"$美光科技(MU)$ 希捷预测下季度每股收益5美元，股价在650美元。镁光每股收益接近20美元，股价512美元。在我看来，镁光的护城河更宽一些。把钱放哪儿，看起来挺明显的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558661579780968","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558305363009568,"gmtCreate":1777329401000,"gmtModify":1777346215013,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"每天只看一次账户","avatar":"https://static.tigerbbs.com/69e2d74ebb140c7a553a0320c988db8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>动量不断增强，RSI 在 73.37，仍有足够的上涨空间。我还在关注 600+。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>动量不断增强，RSI 在 73.37，仍有足够的上涨空间。我还在关注 600+。","text":"$美光科技(MU)$ 动量不断增强，RSI 在 73.37，仍有足够的上涨空间。我还在关注 600+。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558305363009568","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558284885614688,"gmtCreate":1777320682000,"gmtModify":1777345824228,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"每天只看一次账户","avatar":"https://static.tigerbbs.com/69e2d74ebb140c7a553a0320c988db8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>内存之王这势头根本停不下来。现在估值还是很低，未来几年应该还会继续上涨。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>内存之王这势头根本停不下来。现在估值还是很低，未来几年应该还会继续上涨。","text":"$美光科技(MU)$ 内存之王这势头根本停不下来。现在估值还是很低，未来几年应该还会继续上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558284885614688","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557916615299936,"gmtCreate":1777240018000,"gmtModify":1777358182955,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"每天只看一次账户","avatar":"https://static.tigerbbs.com/69e2d74ebb140c7a553a0320c988db8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>复合年增长率是0.15。要达到1，价格需要涨6倍，也就是每股2,970美元。周期性一直是压制因素，但固定价格合同已经解决了这个问题。我预测在18个月内，股价会达到2,500到3,000美元之间。AI不是一次性事件，它对人类是变革性的，就像电话、汽车、钢铁或计算机一样。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>复合年增长率是0.15。要达到1，价格需要涨6倍，也就是每股2,970美元。周期性一直是压制因素，但固定价格合同已经解决了这个问题。我预测在18个月内，股价会达到2,500到3,000美元之间。AI不是一次性事件，它对人类是变革性的，就像电话、汽车、钢铁或计算机一样。","text":"$美光科技(MU)$ 复合年增长率是0.15。要达到1，价格需要涨6倍，也就是每股2,970美元。周期性一直是压制因素，但固定价格合同已经解决了这个问题。我预测在18个月内，股价会达到2,500到3,000美元之间。AI不是一次性事件，它对人类是变革性的，就像电话、汽车、钢铁或计算机一样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/557916615299936","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557901562438336,"gmtCreate":1777235786000,"gmtModify":1777358154291,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"每天只看一次账户","avatar":"https://static.tigerbbs.com/69e2d74ebb140c7a553a0320c988db8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>本周可能上涨，但之前相当安静。部分人开始认识到Mu的价值。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>本周可能上涨，但之前相当安静。部分人开始认识到Mu的价值。","text":"$美光科技(MU)$ 本周可能上涨，但之前相当安静。部分人开始认识到Mu的价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557901562438336","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557829601521696,"gmtCreate":1777215252000,"gmtModify":1777358790433,"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"每天只看一次账户","avatar":"https://static.tigerbbs.com/69e2d74ebb140c7a553a0320c988db8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000158","authorIdStr":"9000000000000158"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>对我来说，美光股票最吸引人的是它非常便宜，尽管表现已经很出色。追踪市盈率是22，而前瞻市盈率更吸引人，只有8。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>对我来说，美光股票最吸引人的是它非常便宜，尽管表现已经很出色。追踪市盈率是22，而前瞻市盈率更吸引人，只有8。","text":"$美光科技(MU)$ 对我来说，美光股票最吸引人的是它非常便宜，尽管表现已经很出色。追踪市盈率是22，而前瞻市盈率更吸引人，只有8。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557829601521696","isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}