现在买入还不算晚!美光科技正创造前所未有的机遇

美股研究社
18 Feb

“美光股价走势中有一线希望?”作者 | JR Research编译 | 华尔街大事件鉴于美光(NASDAQ: MU )及其内存同行目前对 Nvidia 的成功具有多么重要的意义,它必须采取必要措施,在未来几年内扩展更先进的 AI 计算(从而推出更先进的 HBM 芯片),大型科技公司在最近的收益报告中提出了 2025 年 3250 亿美元的激进资本支出,这证明了这一点。然而,美光股价一直徘徊在 85...

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