美光科技强劲的财报（数据中心营收增长11倍）未能提振股价，原因是此前一轮上涨已使预期被提前计入。
逐段跳播
我们当然是以一份强劲的Micron财报开启新一季度的。我取得了惊人的业绩。但该股下跌了3%。我不知道市场对今天的反应有什么预期。
We begin the new quarter, of course, with a strong "Micron" report . I have achieved amazing results. But the stock fell by 3%. I don't know what the expectations are regarding today's reaction.
所有存储公司都在下跌，这很有意思，因为它与我们在亚洲看到的缓解浪潮相矛盾，那里一些韩国公司实际上出现了上涨。看，Micron的业绩是540亿美元营收和每股收益33.42美元。数据中心营收增长了十一倍。此外，业绩超出了指引预期。
All memory companies are experiencing a decline, which is interesting because it contradicts the wave of relief we have seen in Asia, where some South Korean companies have actually seen an upswing. look, Micron's results were $54 billion in revenue and $ 33.42 in earnings per share.
Data center revenues have increased elevenfold . In addition, the results exceeded the guidance expectations.
我认为唯一可能让投资者担忧的一点是总利润率从87%下降至86.25%，但除此之外，我认为这些都是非常出色的业绩。
I think the only point that might worry investors is the decline in total margins to 86.25% from 87%, but other than that, I think these are very excellent results .
这告诉我的是，该股已经变得有些理想化了。过去两个月我们看到这只股票涨得非常好。回到我们7月底在七百水平看到的低点。因此，看到该股涨了这么多、然后在业绩公布后小幅回落，是意料之中的。
What this tells me is that the stock has become somewhat idealized. We have seen a very good rise in this stock over the past two months. Returning to the low we saw in late July at the seven hundred levels.
Therefore, seeing the stock rise this much and then fall back a little after the results is to be expected.
如果你看财报公布前的期权市场，跨式期权——简而言之，就是按市价买入和卖出的合约——的价格计入了约7.5%的波动。所以，我们正好在这个区间内。
If you look at the options market before the earnings announcement, the prices of "straddle" - which are, in short, buy and sell contracts at the market price - were pricing in a move of about 7.5%. So, we are exactly within this range.
当你有了这样的业绩而股价却没有获得那额外的向上推动时，你真的会感到疑惑。这清楚地表明，其中许多东西已经被提前消化了，我们将不得不等待，看看该股在未来几天是否会巩固其涨幅。
You really wonder when you have results like these and the stock doesn't get that extra push upwards. This clearly indicates that many of these things were already priced in, and we will have to wait and see if the stock consolidates its gains over the next couple of days.
这个频道对 $MU 的历次判断
Schwab Network 在这只股票上共 18 条判断，这里只列相邻的几条。