RJ
@RJDAIGOGO
理性，中国，客气
加入 March 2022
4.9K 正在关注 39.5K 粉丝
最近存储芯片的行情把部分人都逼疯了，连韩国半导体大V都开始怀疑人生。这可能也是触底信号。海力士的动态市盈率已经去到3点几，相当便宜了，即便算周期股，也是很便宜的。
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This is genuinely becoming a bit overwhelming. Why does simply sharing my opinion have to trigger such an explosive reaction?
Some people are criticizing me as well, but I’m not telling or advising anyone to sell memory stocks. I’m simply posting my own thoughts. I could absolutely be wrong, and I actually think there’s a pretty decent chance that I am.
Just let me be.
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