Micron因营收与利润增长强劲，且在面向AI模型的高带宽/压缩内存领域处于领先地位，是值得推荐的持仓。
逐段跳播
我很想了解你对 Micron 最新财报的总体印象。它们持续增长；本季度的表现令人难以置信。营收增长超过 250%，利润增长超过 800%。它们继续以惊人的速度增长，以满足对其创新存储器的需求，尤其是高带宽和压缩存储器。从而满足更大模型和更精细推理流程的要求。
I am interested in knowing your general impressions of Micron's latest earnings results. They continue to grow; their performance this quarter has been incredible. Revenues increased by more than 250%, and profits grew by more than 800%.
They continue to grow at an astonishing rate to meet the demand for their innovative memory, especially high-bandwidth and compression memory. Thus, to meet the requirements of larger models and more detailed inference processes.
而 Micron 则是存储器方面。
and Micron for memory.
在你看来，尤其是考虑到像 Micron 这样的公司的数据，这仅仅代表一个投资机会吗？正如我提到的，有几家领先公司，比如 Micron、SanDisk，以及最重要的 Nvidia，是你应该持有的。
In your opinion, especially given the figures of companies like Micron, does this represent just an investment opportunity? There are a handful of leading companies, as I mentioned, such as Micron, SanDisk, and most importantly, Nvidia, that you should own.
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。