近期消息与强劲业绩强化了对 MU 的积极展望;对存储市场持乐观看法。
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《NVIDIA Just Changed the AI Market AGAIN — Here’s What Comes Next》
Jose Najarro Stocks发布 2026-10-03 · 2 段内容
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它仍然与 Nvidia 相关,但我认为这强化了对内存以及像 Micron 这类公司的积极展望。几天前 Micron 公布财报时我们报道过它的消息。我认为业绩非常出色,对吧?正如我所说,两三天前我对它做了深入分析。
It's still tied to Nvidia, but I think it reinforces the positive outlook towards memory and companies like Micron. We covered Micron's news a few days ago when they announced their earnings.
I think the results were fantastic, weren't they? I conducted an in-depth analysis of it, as I said, two or three days ago.
所以,如果你是 Micron 的股东,在我看来,这类事情会继续强化那种乐观看法,即内存市场将继续实现非常惊人的数字。
So, if you are a shareholder in Micron, things like this, in my opinion, continue to reinforce that optimistic view that the memory market will continue to achieve very fantastical numbers .
这个频道对 $MU 的历次判断
Jose Najarro Stocks 在这只股票上共 5 条判断,这里只列相邻的几条。
2026-10-03看涨本条
它仍然与 Nvidia 相关,但我认为这强化了对内存以及像 Micron 这类公司的积极展望。几天前 Micron 公布财报时我们报道过它的消息。我认为业绩非常出色,对吧?正如我所说,两三天前我对它做了深入分析。