MU财报超预期却回调_老虎社区_美港股上老虎 - 老虎社区

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万亿火箭兵
03-19 19:28

MU财报超预期却回调？我依然看它破600！

🌅3/19 美股盘前｜联储会落地低开解析 + $美光科技(MU)$ 财报看多逻辑

1️⃣ 盘前为何低开？联储会后市观点

盘前低开，核心是联储会鹰声超预期：降息次数下修、高利率维持更久，资金短期避险、成长股估值承压。

我的判断：情绪杀跌≠趋势转空，业绩硬的标的会快速修复，操作维持快节奏、抓确定性。

2️⃣ MU财报超预期却回调｜后市依然看涨🔥

为何回调：获利盘借财报兑现 + 市场担心资本开支加大，属短线情绪波动。

为何继续看多：

• HBM需求爆发，存储超级周期确立

• 业绩与指引大超预期，业绩支撑估值溢价

• 回调是更好买点，后市看价破600

🎯 今日策略

联储会靴子落地，重点做业绩驱动品种，避纯情绪标的。$标普500ETF(SPY)$

👇

MU回调你会加仓吗？存储板块这波能走多远？

关注我，每日盘前给逻辑+标的+进场节奏，稳健做快单！

# 美联储调高通胀预期！“三巫日”市场有何表现？

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。

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BartonBecky
·03-19 20:45
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回调就冲，存储板块至少冲到年底！
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- 万亿火箭兵:
  你是懂的，AI的尽头就是卖铲子的公司。
  20:04
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