美光股价在大宗商品与人工智能领先地位的估值辩论中飙升 - 老虎社区

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- IikoIiko
  ·08-27
  $美光科技(MU)$ $NVDA 表示，内存价格已变得“极端”，成本上升速度快于预期，供应可能在财年 28 之前持续受限。如果 Nvidia 告诉你内存供应将持续收紧更长时间，那么就更难证明 $MU 和 $SKHY 仍以低于 6 倍市盈率交易的合理性。
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- IikoIiko
  ·08-27
  $美光科技(MU)$ $NVDA 表示，内存价格已变得“极端”，成本上升速度快于预期，供应可能在财年 28 之前持续受限。如果 Nvidia 告诉你内存供应将持续收紧更长时间，那么就更难证明 $MU 和 $SKHY 仍以低于 6 倍市盈率交易的合理性。
  8,773 评论
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