MU

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The AI boom created a memory shortage that drove Micron's prices, profits, and stock sharply higher.

美光同时受益于芯片与存储需求，远期市盈率约6.3倍且已从高点明显回调，提供长期分批布局机会。

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Heavy investment in new memory capacity will consume Micron's free cash flow and could normalize gross margins from recent 80%-plus levels toward 30%, sharply reducing long-term value.

Micron's memory trade appears overextended, with the shares still 19% below a recent peak while the creator expects the next hardware leg to favor non-memory names.

博主未说明具体理由

博主未说明具体理由

博主未说明具体理由