Kova
@kovainvest
Founder - Kova Investment Research, Lya AI, Kovaview
View my public portfolio in: @kovaview01
Joined January 2013
548 Following 18.1K Followers
$MU 盘后782 海力士财报不及预期
希望和我空仓的你能睡个好觉
Q2营业利润60.5万亿略低于市场共识的64-65万亿，且LTA锁价压制了ASP弹性，叠加AI资本开支可持续性质疑和中国存储厂商竞争加剧的担忧
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我希望你有和我一起清仓 因为下跌才刚刚开始
