中文翻译
内存板块的自由现金流(FCF)数据过于强劲。整体远期市盈率(Forward P/E)均为个位数。 我预计部分触及历史高点(ATH)的个股会出现非常短期的回调（这是健康的），这是我的猜测。 有些个别公司的基本面，比如SK海力士($SKHY)，简直离谱。资产负债表 > 宏观环境。
· 个股论点
内存股基本面强劲，短期或回调，SK海力士资产负债表优于宏观。
涉及标的： $SKHY
英文原文
FCF numbers are way too strong for memory. Single digit forward p/e across the board. I’d expect a very short term pullback (which is healthy) for some the names into ATHs is my guess. There are some individual companies where fundamentals like Sk Hynix are just too ridiculous. Balance sheet > macro.