$美光科技(MU)$_老虎社区_美港股上老虎

微微流年
04-01

$美光科技(MU)$ 这个月跌得挺惨的，我说实话，存储这东西周期属性太强，股价从来都是先于行业见顶。美光业绩再好，市场也早就不认了，利好打完了，加上资本开又大，其实就是见顶信号。这轮存储涨了这么久，价格也松动了，现在进去风险比机会大。再等等吧，等跌透了再说。

# 美光三月跌近20%！存储板块你还看好吗？

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究极失眠患者
·04-01
美光自己没问题，但行业周期摆在那，再好的公司也扛不住周期向下
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