· 个股论点

内存涨价致MU等前向市盈率降低,厂商竞相提价。

涉及标的:

中文翻译

取决于具体日期。根据近期涨价的估算预测,如果计入25日的NAND(闪存)价格涨幅,$MU 的前向市盈率(Forward P/E)可能在8.4-8.7左右。南亚科(Nanya)可能在9.5左右,但其增长速度更快。再次强调,这些公司不断上调内存价格,因此即使股价上涨,前向市盈率也会降低。之前的预测也难以跟上变化。目前它们只是在比拼谁涨价幅度更大。

英文原文

Depends on the day. Using est. projections from recent price hikes, $MU is probably sitting around 8.4-8.7-ish forward p/e if you account for NAND price hikes on the 25th. Nanya is maybe 9.5-ish but it's growing a lot faster. Again these companies keep raising memory prices, so forward p/e gets lower even as the stock prices increases. And previous projections can't keep up as well. They're just one-upping each other on who can hike prices the most at this point.

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