亚洲金融 Asia Finance
@AsiaFinance
亚洲金融：政经领域的有意思的事儿。
AsiaFinance: For the Rich and Powerful.
584 Following 414.9K Followers
$MU 5.89x. $SNDK 7.77x. Ridiculous.
Despite projected record profits through 2028, the market still prices these giants like the story is over. At just 5x to 7x forward P/E, they are being valued as volatile commodities rather than indispensable infrastructure for the AI era.
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