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← @tj_research

$MU

BULLISH2026-10-02
Price around the call
↑ 2026-10-02
By horizonMaturing · ~4 trading days to go
1d
✗ -2.3%
5d
✗ -7.5%
21d
…
Original post
投资TALK君 · 2026-10-02

RT @168X_Fortune: “这一波回调如果要找一个起点,就是美光 $MU 发布财报之后 
6 月底市场都在吵美光是不是周期股,该给 5 倍还是 20 倍 PE,同时没有人看好软件,情绪面非常极端 
到了 8 月底反过来:半导体估值从最高点跌了 40%,AI 丝毫没有放缓,大家却对半导体没有任何信心 
我的意思从来不是卖软件,而是情绪面在两头都走到了极端 
不应该顺着情绪面去做” - @TJ_Research

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