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← @viewsofchris

$MU

BULLISH2026-06-19
Price around the call
↑ 2026-06-19
By horizon✗ miss-21.2%
1d
✗ -11.7%
5d
✗ -5.0%
21d
✗ -21.2%
Original post
Chris Lee · 2026-06-19

这是6/5的贴,和预期的一样,Re-rate 进行中,股价也越来越接近$1,300,到了$1,133。有推友说没上车机会,其实一直都有,但你要回到600多当然不可能,问题来了,现价能不能上车?!那这企业的业绩、折现现金流如何?! 前景会更好还是更坏?!怕的话,唯一的原因,是不懂这公司。哪能不能,分注买入?!哪个人能重注在最低点?! 所以,其实真的问题在于自己。 说实在的,到了$1,600,我还会纠结卖不卖,这么好的企业和行业,卡在重要的价值链上。 看数据三大HBM生产商(SK 海力士、三星和美光)的经营利润会超越3,900亿。 到了2031年, HBM销售将增加1.4万亿美元的DRAM收入,非HBM收入将增加3.6万亿美元。 还有没有机会上车?!还有你能拿的稳吗?!Back to Square 1, 你了解这行业和标的自己本身的基本面吗?! NFA,DYOR。 $MU

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