美光当前是最值得押注的标的之一，因其与Nvidia一同对标普500盈利增长作出显著贡献。
逐段跳播
美光（Micron）和英伟达（Nvidia）这两家公司预计将占到标普500指数全年总盈利增长的三分之一。就盈利增长而言，它们的表现超过其他490多家公司的总和。
Two companies, Micron and Nvidia, are expected to account for a third of the S&P 500's total annual earnings growth. They outperform more than 490 other companies combined in terms of earnings growth.
我一直记得小说《阿特拉斯逃避》这个书名，我在想，如果阿特拉斯，或者英伟达，或者美光逃避了，会怎样。是的，我并不是说要放弃AI交易，也不是说要放弃美光或英伟达。它们目前是我最看好的押注之一。
I always remember the title of the novel "Atlas Evades," and I wonder what if Atlas, or Nvidia, or Micron evaded. Yes, I am not saying to abandon AI trading or to give up on Micron or Nvidia . They are among my best bets at the moment .
这可能会让你意外，但在过去五年里，标普500指数中表现最好的股票是Comfort Systems，代码FIX。不是英伟达，也不是美光，而是Comfort Systems——一家属于工业板块的空调和制冷公司，因为它在人工智能革命中所扮演的角色。
It may surprise you, but over the past five years, the top performing stock in the S&P 500 has been Comfort Systems, symbol FIX. It's not Nvidia, nor Micron, but Comfort Systems, an air conditioning and refrigeration company in the industrial sector, because of the role it plays in the artificial intelligence revolution.
这个频道对 $MU 的历次判断
Schwab Network 在这只股票上共 24 条判断，这里只列相邻的几条。