受严重供应约束与高需求推动,MU 预计将交出亮眼财报,但市场反应尚不确定。
逐段跳播
我要说的最后一点,Micron。我显然会非常非常密切地关注它。我预计他们会有一份大爆的财报。现在我们要看看市场对此如何反应。正如 Dale 一贯提到的,你在财报面前总是要谨慎,因为它们可能交出很好的数字,但如果市场失望,股票就会遭到抛售,但我预计他们会说我们生产的存储不够多。
我们已经被订单排满了好多年好多年,因为我全年一直在谈论的所有这些硬件标的都在买下我们拥有的一切。
last comment I'll make, Micron. Um I obviously will be paying very very close attention to that. I expect them to have you know a blowout report. Now we'll see how the market reacts to that.
As always Dale mentioned you'll always be cautious in earnings because they can have great numbers but if the market's disappointed the stock sells off but I expect them to be like we can't make enough memory. we're backed up for years and years and years because all of these hardware plays that I've been talking about, you know, all year are buying everything we have.
观察点
这个频道对 $MU 的历次判断
Schwab Network 在这只股票上共 20 条判断,这里只列相邻的几条。