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$MU 定价拆解：你是买在周期高点么？
文章来源：Tigris 会讲课教授是好老师周星驰那句我一直记得：人是人他妈生的，妖是妖他妈生的。我第一次听到那句台词的时候就明白一件事，世界最贵的错误不是算错数，是分错类。存储也是。$Micron Tech(MU.US) 美光也是，放到市场里也一样：工业品是工业品的周期，平台型资产是平台型的溢价。文章导读： 为什么存储 “超级周期” 依然逃不掉周期，只是波动更大、节奏更快，那么如何定价？贵了还是要跪...
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