新用户_zPBJsb
2026.04.14 01:29

$XL2CSOPHYNIX(07709.HK)$Micron Tech(MU.US)Sold over 200k worth of Micron, still have over 100k worth of Samsung. Samsung's current price is quite attractive. Compared to P/E ratio or growth rate, gross margin, etc., personally I feel it's equivalent to Micron being at a little over 300.

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