$美光科技.US 长期逻辑不变,只要美国年内不加息;HBM 及 DRAM 需求逻辑根本上改变,长期需求旺盛,目前可以无视短期扰动,珍惜低价筹码。

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

Like