中文翻译
$MU 看起来是个很棒的做多标的！话虽如此，三星电子和 SK 海力士仍然是我最喜欢的持仓。看起来美国基本上是在利用强烈的关税威胁，迫使三星和 SK 海力士将下一代晶圆厂迁至美国本土（正如得克萨斯州 370 亿美元的三星工厂和印第安纳州 39 亿美元的 SK 海力士工厂所示）。但最近的新闻看起来像是关税逆风下的“TACO”局面（即关税行动取消操作）。相比之下，$MU 享有关税豁免 + 获得《芯片法案》补贴，且不会每天面临来自特朗普的地缘政治威胁。
· 个股论点
看好美光因关税豁免和补贴优势，优于面临地缘压力的韩系厂商。
涉及标的： $MU
英文原文
$MU looks like a great long! This being said Samsung Electronics and Sk Hynix are still two of my favorite positions. It looks like the US is essentially using strong tariff threats to force Samsung and SK Hynix to move their next generation of fabs to US soil (as seen with $37B Samsung plant in Texas and SK Hynix’s $3.9B Indiana). But recent news does look like a TACO situation with tariff headwinds. Whereas $MU is tariff-exempt + gets CHIPS Act subsidies, and doesn't have constant geopolitical threats from Trump every day.