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Micron · TradingView
美元 · 头像标出博主观点:绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
2026-10-06 – 2026-10-12
Seagate and Western Digital are a little bit more expensive and not growing as fast, so I really want to focus here on Micron and SanDisk for pickups after that sell-off.
$MU 管理层信心前所未见,2028年产能已售罄、长期协议延伸至2030年,所以我会Buy the dip,长期持有。
英伟达、三星、MU动态市盈率都很低。只有十倍,而A股双创是50-60市盈率。