"Our supply chain work on Long Term Agreements (LTAs) across the memory industry suggests that up to 30% of DDR volumes industry-wide will be soon locked in at pricing that is just slightly below current levels"
— Jukan (@jukan05) May 26, 2026
HOLY SMOKES *****kMBRpdVKBQ
UBS raising $MU pt to... $1,625
所有跟帖:
•
市场太疯狂
-fpeking-
♂
(39 bytes)
()
05/26/2026 postreply
05:36:46
•
Ubs的分析师不是top25,而是2nd spot among thousands
-fpeking-
♂
(73 bytes)
()
05/26/2026 postreply
06:21:54
•
MU up 80, AMD 也快500了,LOL
-三心三意-
♂
(0 bytes)
()
05/26/2026 postreply
05:45:20
•
你的mu 和amd put 都打算roll up吗?
-小子妈-
♀
(0 bytes)
()
05/26/2026 postreply
05:54:07
•
AMD上星期已经roll 了。MU今天看情况。
-三心三意-
♂
(0 bytes)
()
05/26/2026 postreply
05:56:18
•
800的cc咋办呢
-btcgo2026-
♂
(0 bytes)
()
05/26/2026 postreply
06:46:00
•
keeping 800 and 850 cc for now
-三心三意-
♂
(0 bytes)
()
05/26/2026 postreply
07:06:26
•
KLAC LRCX都盘前新高了 太吓人了 :)
-八落-
♂
(0 bytes)
()
05/26/2026 postreply
06:24:28
•
连SMH都新高了 果真是FOMO 疯狂 :)
-八落-
♂
(0 bytes)
()
05/26/2026 postreply
06:26:50
•
我说MU目标价1000-1200都已经是坛里最高的了,这还有1625的,crazy, 哈哈
-bogbog-
♀
(167 bytes)
()
05/26/2026 postreply
06:30:53
•
你排第二,ubs分析师估计不敢说自己排第一
-fpeking-
♂
(167 bytes)
()
05/26/2026 postreply
07:13:58