SIMO 是更受青睐的 AI 内存标的，具备良好的股息收益率和 19.3 倍的远期市盈率。
逐段跳播
当我与 Lucas 交谈并提到 SIMO、Silicon Motion 和 SanDisk 这类名字时，这些是她偏好的一些名字。
When I spoke to Lucas and mentioned names like SIMO, Silicon Motion, and SanDisk, these were some of the names she preferred.
每个人都知道 Micron 和 SanDisk，但还有一些像 Silicon Motion 这样的参与者，为透明起见，我持有这只股票。如你所知，他们不生产内存芯片，但他们生产控制它的头脑，对吧？
所以，如你所知，“Nan Flash”内存可能会有点复杂，而这正是 Silicon Motion 的用武之地。但这只股票有趣的地方在于，它有相当不错的股息率。此外，如果你看他们的预期市盈率，你会发现它是 19.3 倍。
Everyone knows Micron and SanDisk, but there are some players like Silicon Motion, and for transparency, I own that stock. As you know, they don't make the memory chip, but they make the mind that controls it, right?
So, as you know, "Nan Flash" memory can get a bit complicated, and that's where Silicon Motion comes in. But what's interesting about this name is that it has a fairly good dividend yield.
Also, if you look at their forward price-to-earnings ratio, you will find it at 19.3 times.
这个频道对 $SIMO 的历次判断
Schwab Network 在这只股票上只有这一条判断。