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MU: latest views from 9 influencers, as of Nov 6, 2026
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If I had to catch up to the market by year end, I would go AMD. I would go Micron. I would go SanDisk, even though they've been thrown out short term.
对于美光,我长期还是比较看好的,而且从基本面来讲,我认为他比很多纯粹炒AI概念的公司更有业绩支撑。
买入美光是一个糟糕的决定,美光大跌17%,闪迪大跌22%,存储股从哪来要回哪去,AI主线中断后赚钱会越来越难。
现在就是在666附近,可以考虑去再进一步加藏;跌破500以下再看情况。