投资科技股说白了就是_老虎社区_美港股上老虎

投资科技股说白了就是炒预期。 $美光科技(MU)$ 净利润涨40%照样跌，不是基本面不行，是大家觉得涨到头了。反过来看摩尔线程，高增速还能持续很久，这点没什么好怀疑的。

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美光跌的是周期，摩尔线程赌的是突围[汗颜]
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