现在小跌。不知道投资者在希望多好的业绩。估计在等CEO讲话。

所有跟帖： 

• 无所谓，就是大跌也没事。下个季度revenue前瞻330亿，比预期多出100亿！ -三心三意- ♂ (0 bytes) () 03/18/2026 postreply 13:29:14

• 下个Q EPS project $19, vs $11 estimate. 2个季度的EPS加起来就 $23 了， 疯了 -三心三意- ♂ (0 bytes) () 03/18/2026 postreply 13:31:45

• 回调必须买。我刚刚都想加仓，忍住了，LOL -云起千百度- ♀ (0 bytes) () 03/18/2026 postreply 13:33:48

• I just bought at 450 :) -三心三意- ♂ (0 bytes) () 03/18/2026 postreply 13:35:11

• 后悔中，LOL -云起千百度- ♀ (0 bytes) () 03/18/2026 postreply 13:36:42

• 估计明天早上一开门更便宜？ -桃花源里人家- ♂ (0 bytes) () 03/18/2026 postreply 13:43:27

• no idea, 先买了再说，LOL -三心三意- ♂ (0 bytes) () 03/18/2026 postreply 13:45:32

• 上次你就是盘后买的。 -桃花源里人家- ♂ (0 bytes) () 03/18/2026 postreply 13:46:05

• 是的，那以后我又卖了2次Put -三心三意- ♂ (0 bytes) () 03/18/2026 postreply 13:48:23

• 这么计算的话，forward PE是多少？不到10？ -桃花源里人家- ♂ (0 bytes) () 03/18/2026 postreply 13:47:10

• about 6-8 -三心三意- ♂ (0 bytes) () 03/18/2026 postreply 13:49:00

• 太荒唐了。不过我需要卖点别的才能买它。手里没子弹啦 -桃花源里人家- ♂ (0 bytes) () 03/18/2026 postreply 13:51:49

• 跟买了一点，三心哥，目前看起来，您之前说的年底前清仓MU的判断有变么 -10miDream- ♀ (0 bytes) () 03/18/2026 postreply 14:20:57

• That is the plan unless we see sustained fundamental into 27 -三心三意- ♂ (0 bytes) () 03/18/2026 postreply 14:29:30

• 多谢！持续关注 -10miDream- ♀ (0 bytes) () 03/18/2026 postreply 14:32:24

• 反正有大量的期权premium撑着：）这样的业绩必须继续加仓 -三心三意- ♂ (0 bytes) () 03/18/2026 postreply 13:36:48

• 我刚也买了。明早再给新买的加CC -云起千百度- ♀ (0 bytes) () 03/18/2026 postreply 13:46:15

• I've never seen revenue raised by $10B (23B to 33B) in one Q -三心三意- ♂ (0 bytes) () 03/18/2026 postreply 13:47:37

• 请教一下，刚刚新买的MU，明天Sell put or sell CC. 哪个好？ -云起千百度- ♀ (0 bytes) () 03/18/2026 postreply 13:57:02

• sell put if it crash tomorrow, lol. Dont sell cc -三心三意- ♂ (0 bytes) () 03/18/2026 postreply 13:59:48

• Thank you! -云起千百度- ♀ (0 bytes) () 03/18/2026 postreply 14:01:57

• 如果crash，sell put, 相当于大家恐慌时卖保险，是这个逻辑吗 -bluewaterdou- ♀ (0 bytes) () 03/18/2026 postreply 15:07:29