中文翻译
@alejandrobatiz 我从没说它不该更高。我本来就看多 $MU，不过更广泛的宏观环境正在拖累所有标的。 我只是说，如果像我这样的人都已经能把 $MU 的毛利率模型算进财报里，那市场就不该把它当成别人口中的“意外超预期”。
· 业绩复盘
回应 MU 的表现，认为其盈利很强，市场并非因为财报“超预期”而突然重估。
涉及标的： $MU
英文原文
@alejandrobatiz I never said it shouldn't be higher. I'm bullish on $MU, but there's broader macro dragging down every name. I'm just saying if people like myself were able to model in $MU gross margins for earnings, it shouldn't come to markets as a "surprise beat" that others are claiming.