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Chris Lee
@ViewsOfChris
Fmr exec of t world's leadin Web3 cos |'20 Buffett Charity Luncheon | || Best CFO | Best HK Exec by AsiaMoney |Views My Own NFA| Go w the flow 🌊
Joined March 2023
257
Following
72.9K
Followers
Chris Lee
@ViewsOfChris
2026.05.05 11:26
美光 $MU 过$600了,轻舟已过万重山! 即使现在预期市盈率还只是6点多,原因也很清晰,内存厂的估值水平最低,明年的前瞻市盈率大概是海力士5PE、三星5.5PE、美光不到6PE,其他的主流芯片公司都是15PE以上。 当AI投资周期被认为“更长、更结构性”,重新评估进入点的窗口,前提是你买到的是瓶颈,而不是热度,HBM仍是最硬的瓶颈! $SNDK #
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