‌$美光科技(MU)_老虎社区_美港股上老虎

脑斧脑斧小脑斧
05-27

‌$美光科技(MU)$ 长协提高了美光的盈利底部，但很难锁住超额利润顶部，毕竟谁都知道数据中心迟早减慢建设。每 1000 亿美元新增 CapEx 对 EPS 的稳定贡献要到 100 美元级别。Q3才不到20美元。不按周期股算，2028年真的能不塌吗？长江、长鑫直接把另外几条腿都砍了，数据中心CapEX下降以后，真的还能保持100的EPS么？

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eggspain
·05-27
如果能确定不塌，你现在看到的应该是3万亿的美光，所以用钱投票吧。
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