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Storm
@storm.mg · 1 hour

台積電拖累美光連2日走跌?外媒看不懂:是時候買進了

台積電拖累美光連2日走跌?外媒看不懂:是時候買進了
美國記憶體晶片大廠美光科技(Micron)股價16日連續第2個交易日走跌,截至美東時間上午10時15分,跌幅達3.2%。財經網站《Motley Fool》撰文分析,市場拋售美光的邏輯相當奇怪,因為引發賣壓的台積電擴大資本支出消息,對美光而言不一定是壞事,反而可能推升其高頻寬記憶體(HBM)需求。 台積電日前公布第2季財報,獲利年增77%,大幅優於分析師預期。不過,台積電同時預...
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