价值投资人段永平近日评论美光科技（MU）期权交易，将卖put策略比作开设赌场。
段永平表示：“买短期option的人大概率是在赌，卖的人很可能只是家保险公司而已，也可以说卖的人只是开了家赌场而已。”他认为开赌场的关键在于靠规矩控制赔率，而卖put则依赖于对生意的理解，即对概率或赢面的判断。他建议投资者不要试图每一笔都赢，但“不懂的东西一定不要碰”。
段永平此番言论呼应了他一贯的价值投资理念，强调深入理解标的资产基本面而非投机。
美光科技作为全球存储芯片龙头，近期股价波动较大，投资者对其高贝塔属性关注度上升。
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