Dont know about 存储 sector, but optical 进入了回调期

所有跟帖： 

• 光通信目前的技术发展路线还是颇多争议的 -fpeking- ♂ (284 bytes) () 06/23/2026 postreply 12:57:32

• This is why I only focus on LITE for now :) -三心三意- ♂ (0 bytes) () 06/23/2026 postreply 13:09:42

• What about GLW? -八落- ♂ (0 bytes) () 06/23/2026 postreply 13:10:55

• Not at current price level, way too high -三心三意- ♂ (0 bytes) () 06/23/2026 postreply 13:11:18

• LITE much more expensive in terms of PE. GLW has low moat? -八落- ♂ (0 bytes) () 06/23/2026 postreply 13:12:52

• But my LITE is entered at 760 with 120 put premium :) -三心三意- ♂ (0 bytes) () 06/23/2026 postreply 13:21:58

• Now you know why i did not chase LITE when it was 1000 -三心三意- ♂ (0 bytes) () 06/23/2026 postreply 13:22:37

• optical的利润率比存储还是差太多了 -fpeking- ♂ (67 bytes) () 06/23/2026 postreply 13:26:53

• You guys really need to learn how to value a stock -三心三意- ♂ (0 bytes) () 06/23/2026 postreply 13:27:55

• day day up in here :) -fpeking- ♂ (0 bytes) () 06/23/2026 postreply 13:38:27

• 三心老师，从哪里开始学习呢？有没有推荐的读物？先行谢过 -向南向南- ♀ (0 bytes) () 06/23/2026 postreply 16:57:04

• 看这里。。。 -三心三意- ♂ (175 bytes) () 06/23/2026 postreply 17:05:02

• 谢谢 -向南向南- ♀ (0 bytes) () 06/24/2026 postreply 05:48:24

• 否者在股市里就是盲人摸象，跟着消息面和情绪走 -三心三意- ♂ (0 bytes) () 06/23/2026 postreply 13:28:40

• Thank you! : ) -八落- ♂ (0 bytes) () 06/23/2026 postreply 13:41:13

• 形容准确。:) -Blueview2026- ♀ (0 bytes) () 06/23/2026 postreply 14:57:08

• glw和其他几家不太一样 -fpeking- ♂ (685 bytes) () 06/23/2026 postreply 13:21:18

• AVGO and MRVL as well but right price entry very important -三心三意- ♂ (0 bytes) () 06/23/2026 postreply 13:10:26

• 感觉Lite一直在一个区间里震荡 -yylaba- ♀ (0 bytes) () 06/23/2026 postreply 12:58:08

• 之前MU也在360-400左右区间震荡了一段时间。 -hvhp- ♂ (0 bytes) () 06/23/2026 postreply 13:59:34

• 确实，我老公的MU就在那个时候被震出来了 -yylaba- ♀ (0 bytes) () 06/23/2026 postreply 15:16:58