EPISODE · Jan 14, 2026 · 2 MIN
美光科技：三个不容忽视的长期风险
from 茶水S的美股交易
背靠 AI 内存的强劲需求和当下的定价权，2026 年美光科技（MU）我继续看多。但这票藏着三个致命雷点：估值的周期性魔咒、潜在的产能过剩危机、2026-2027 年即将触顶的利润率。三星在 HBM4 上的技术突破 + 激进定价，极有可能加速内存市场供过于求，直接锤爆美光的利润空间。
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美光科技：三个不容忽视的长期风险
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