$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$美光的业绩，指引和毛利数字都很好。主要是不懂dram和nand。AI的算法还在迭代，万一新架构诞生新算法，会不会导致硬件瓶颈转移? 只看一两年，难得算是不贵的票。

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