Serenity（白毛股神）@aleabitoreddit发帖2026-07-16

美光宣布与高通签署内存长期协议，但MU股价下跌5.37%。作者认为下跌源于去杠杆化，而非基本面问题，暗示对内存和AI股票持乐观态度。

美光宣布与高通签署内存长期协议，但MU股价下跌5.37%。作者认为下跌源于去杠杆化，而非基本面问题，暗示对内存和AI股票持乐观态度。

“Today, $MU announced it signed memory LTAs with $QCOM. Interesting reaction to see Micron proceeded to drop 5.37% right after. Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed? More like the tail end of deleveraging / margin cascades.”