灯塔说
灯塔说|Jun 30, 2026 14:41
SK Hynix's listing on Nasdaq might give Micron ($MU) a good entry opportunity. After all, Hynix's Nasdaq listing disrupts Micron's uniqueness in the AI storage track on the U.S. stock market. So, part of Micron's previous premium might get diluted and adjusted. At the same time, with Thursday's non-farm payroll expectations, the market isn't optimistic about two consecutive surges. If the non-farm data falls short of expectations, the logic of a dollar pullback and U.S. stock adjustment still holds. This is the time to get in on strong leading stocks. $MU $GLW
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