MU 值得买入;强劲的业绩(营收 54.2B,利润率 87%)支撑 1600 美元的目标价。
逐段跳播
纳斯达克的大动作将由 Micron 今晚收盘后的财报推动。事实上,市场刚刚收盘。我们将在这里密切关注 Micron,看看它会怎么做。我已经打开了 Micron 图表,我们会打开侧边栏,看看是否有任何疯狂的波动。哦,它下跌了。这不好。不好。
the big move in the Nasdaq will be driven by Micron's earnings tonight after the close. In fact, the market has just closed. We will be watching Micron closely right here to see what it does .
I've opened the Micron chart and we'll open the sidebar to see if there's any crazy movement. Oh, it's dropped. This is not good. Not good.
不过,我说过,如果 Micron 的利润糟糕,这个会跌到 160 万韩元。如果利润好,我们会继续上涨。你可以看到,这里蓝色的趋势自 8 月 18 日以来一直向上,途中有些波动,但趋势仍然向上。没有卖出信号。我认为它会继续逐步上涨。
However, I said if Micron's profits are bad, this will drop to 1.6 million won. If it's good, we'll continue to rise. You can see that the trend has been upward in blue here since August 18 with some fluctuations along the way, but the trend is still upward.
There is no sell signal. I think it will continue its gradual rise.
但现在我们来看看 Micron,弄清楚 Micron 到底发生了什么。我需要获取信息,弄清楚 Micron 此刻财报的实际情况,因为财报本该已经公布了。等一下,因为在看真实价格之前,得先拿到真实的数据。
如果他们做不到 500 亿美元营收,人们会真正失望。好。啊,好的。到目前为止,一切顺利。我把这个发到聊天里。好,我们拿到利润数据了。现在,我们来看图表。砰。好。利润惊人。一切似乎都超出了预期。
一切也都超出了预期,这很好。我们打开 Trading View 所在的实际图表。啊,Micron。哦,尽管利润表现优异,该股只涨了三美元。只涨了这么点。但我们来看看它的邻居 SK Hynix。
如果它在跌,那这个也会涨。所以,幸运的是,我同时持有 Micron 和 SK Hynix,两者都处于高位。最重要的是财报电话会议和未来的指引。既然财报已经公布完了,其实没人在乎了。
但简单说,他们取得了惊人的利润成绩。营收 542 亿,而预期为 500 亿。每股收益 33.4,预期 31。净利润 38.48,预期 36。利润率,毛利率 87%,预期 86%。
想象一下,卖 100 美元的东西,赚 87% 的利润。这太疯狂了。这比做纸板披萨赚的利润还高。多疯狂!而且,这只股票会走向 1600,就像我几乎一整年一直在说的那样。啊,但它会下跌吗?
很多人错过了 Micron。我该在这里买吗?不,我会等到它到 700 或 800。而我们已经开始看到那些回调了。我们在这里看到了跌到 700 水平的显著下跌。让我找找我的鼠标在哪。
我面前有三块巨大的屏幕。所以,这里我们看到这次大跌到 738。那是在 7 月 29 日。如果你成功买入了这次回调,你现在
But now we'll take a look at Micron and try to find out what's going on at Micron. I need to , um, access to find out exactly what's happening at Micron right now with the earnings because they should have been released.
Wait a second because this needs to get the real facts before we look at the real price. If they don't generate 50 billion in revenue, people will be truly disappointed. Good. Ah, okay .
So far, so good . I'll put this in the chat. Okay, we have the profits. Now, let's look at the graph. Boom. Good. The profits are amazing. Everything seems to have exceeded expectations.
Everything exceeded expectations as well, and that's good. Let's open the actual chart where Trading View is located . Ah, micron. Oh, the stock only rose three dollars despite outperforming in profits.
It has only risen this much. But let's take a look at its neighbor, SK Heynckes. If it's going down, then this is going up too. So, fortunately, I have exposure to both Micron and SK Hynix, and both are high.
The most important thing is the earnings call and future guidance. Now that we've finished announcing the earnings, nobody really cares. But simply put, they achieved amazing profit results .
Revenues were 54.2 billion compared to expectations of 50 billion. Earnings per share 33.4 vs. 31. Net income 38.48 vs. 36. Margin, gross profit margin 87 % vs. 86%. Imagine selling something for $100 and making a profit of 87%.
This is madness. This is a better profit than you can get from making cardboard pizza. How crazy! And again , this stock will head towards 1600, just as I've been saying for almost the entire year.
Ah, but will it decrease? Many people have missed out on Micron. Should I buy here? No, I'll wait until it reaches 700 or 800. And we're already getting those dips. We have seen a remarkable drop to the 700 levels right here.
Let me find where my mouse is . I have three huge screens in front of me. So , here we saw this big drop to 738. And that was on July 29th. If you manage to buy this dip, you are
这里我们看到这次大跌到 738。那是在 7 月 29 日。如果你成功买入了这次回调,你现在 60 天内已有 46% 的利润。不错。
here we saw this big drop to 738. And that was on July 29th. If you manage to buy this dip, you are now on a 46% profit in 60 days. not bad.
很明显,像 Marvel、Micron、SK Hynix 和 AABS 这样的公司掌控着 AI 智能体所需的通信、连接和核心内存,而我们才刚刚开始进入这个时代。
It's quite clear that companies like Marvel, Micron, Sky Hynix, and AABS control the communications, connections, and core memory required for AI agents, and we're just beginning to enter this era.
好,我们已经讲了 Marvel,也讲了 Tesla。我们来问几个直接的问题,然后再回来看 Micron。看看封锁之后有没有什么动静。哦,有的。它涨了 14 美元。
Okay, we've covered Marvel, and we've covered Tesla. Let's ask some straightforward questions and then come back to check out Micron. Let's see if there is any movement after the lockdown. Oh, yes. It rose by $14.
买入像 Micron 这样正走向 1600 的公司。
Um, buy companies like Micron that are heading towards $1600.
我要最后再看一眼 Micron,看看它表现如何。看看它在盘后交易中是否进一步上涨。它涨了。多好啊。1083。这意味着它明天可能达到 1100 美元。仔细观察这个区域。
I'm going to take one last look at Micron to see how it performed. To see if it had risen further in post-closing trading. It has risen. How wonderful. 1083. This means it could reach $1100 tomorrow. Observe this area carefully.
这个频道对 $MU 的历次判断
InvestAnswers 在这只股票上共 7 条判断,这里只列相邻的几条。