SK海力士 vs. 美光：内存交易尚未完成轮换 (NASDAQ:MU)
· seekingalpha.com
在内存交易中，更看好SK海力士而非美光科技：估值差距、HBM领先地位、回购及2027年定价上行空间。点击了解更多关于SKHY和MU的信息。
Over the past few months, I have recommended keeping exposure open to the memory trade because the tailwinds are real and far from spent. An AI Stack Model I ra...