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超人不会飞ddd
隔夜美光受SK海力士财报拖累,恐慌性抛售导致股价一度大跌近10%。但仔细审视,海力士营收利润均创历史新高,基本面坚挺,且美光自身市盈率仅16倍,AI内存长期需求强劲。市场反应显然过度了。情绪冰点往往对应着修复拐点,今夜看好美光止跌企稳,乃至迎来报复性反弹。
Snapshot at Jul 30, 2026, 13:46
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