ＭＵ火箭多 - 股票
By Zanna
at 2021-02-19T21:47
at 2021-02-19T21:47
Table of Contents
1. 標的：ＭＵ美光
2. 分類：火箭多
3. 分析/正文：
第一點：有在追DXI index, 就知道DRAM景氣循環已經到低點，每個禮拜trendforce的
裸晶價格都在上升，公司獲利與毛利率也會直接噴發
第二點：美光除了DRAM，也有在做NAND的產品，NAND價格也到最低點，準備回升
第三點：美光目前在DRAM/NAND的技術領先業界三星，海力士與其他。
第四點：Apple 手機/Tesla 電動車大賣，這些產品都需要美光的DRAM
第五點：三星在德州工廠停擺，DRAM沒意外再噴發一次
4. 進退場機制：
美國投資機構已經發布報告,股價上看150(花旗）
100以下無腦買，不預設高點直到dxi index 出現明顯翻轉再慢慢出貨給其他追高韭菜
寧願現在追高被套幾個月，也不願半年後當韭菜被出貨
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