没人料到$美光科技(_老虎社区_美港股上老虎

哎呀呀小伙子
12-26 07:51

没人料到$美光科技(MU)$ 的每股收益能超过8.5美元。这太离谱了！大家还没意识到EPS可能超过45美元，意味着6.3倍前瞻PE。我一直在讨论$美光科技(MU)$ 的潜力。HBM4必须用于所有数据中心。CEO表示情况超越供需问题。$美光科技(MU)$ 利润率超过68%。我们正处于超级周期。

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