美光有点像对美国友好的选择。我们在i13早期就买入了，它一直表现强劲，做得非常好。看起来它可能从美光那里夺取了一点市场份额。
Now, Micron is kind of like the American-friendly play. We got into that early in the i13, and it's been on a tear. It's done very well. and it looks like it took a little bit of market share maybe from Micron.
美光，1.07万亿。美光是13倍。美光是6.1倍。简直疯了。美光上涨50%。但美光很容易从我长期提到的1600美元翻倍。美光增长迅速，达到85%。
Micron, 1.07 trillion. and 13x for Micron. and Micron, 6.1x. Absolutely nuts. and 50% on Micron. But Micron could easily double from you to 1,600 bucks that I've spoken about for a long time. Micron is growing fast, 85%.
谁来制造内存？答案是像美光和SK海力士这样的公司。现在，让我们看看华尔街对美光的目标价。1556，差不多1600美元。考虑到今天的价格在1000美元以下，接近900美元，这还不错。所以，你有65%以上的上涨空间。
And who gets to build the memory? The answer is companies like Micron and SK Hynix, etc. Now, let's look at some These are Wall Street targets for Micron. 1556, call it 1,600 bucks. Not bad, considering the price today is, you know, under 1,000, closer to 900. So, you get 65% plus upside.