MU有望成为长期赢家，因其在AI基础设施中扮演中坚角色；当前估值显得有吸引力。
逐段跳播
好，那我们来看一下 Micron。昨天 Micron 在一定的压力下回落，受到围绕人工智能的更广泛争论的影响。
Okay, so let's take a look at Micron. We saw Micron back down yesterday under some pressure, influenced by this wider debate about artificial intelligence.
这无疑是一项与 IBM 和 Home Depot 完全不同的投资。他们发布了一份非常强劲的财报。他们打破了此前的趋势，我认为这一趋势在堪称亮眼的业绩之后持续了四个季度的两位数下滑。
It is certainly a completely different investment than IBM and Home Depot. They released a very strong earnings report. They broke their trend, which I believe lasted for four quarters of double-digit declines after what was arguably impressive earnings.
我认为，其中一些存储芯片股在市场上仍有可能被错误定价，不过这种可能性不大。这些评级在我看来非常、非常、非常有吸引力。
Well, you know, I think there's a small chance that some of these memory chip stocks are still mispriced in the market. The ratings seem very, very, very attractive to me.
我知道它已经涨了很多，但我仍然认为它可能是最大的赢家之一。未来几年，它们会一直在这里，因为人工智能的发展方式使它们成为中坚力量。
I know it has risen by a huge amount, but I still think it could be one of the biggest winners. In the coming years, they will be here, because the way artificial intelligence is progressing makes them the backbone.
他们的存储芯片股已经全部卖出，而我认为，他们将从此后我们将看到的 AI 电脑升级中大幅受益。他们有683亿美元的净现金。想想这家公司增长了多少，以及这里未来的可能性有多大。
They have run out of all their memory chip stocks, and I think they will benefit enormously from the AI-enabled computer upgrades we will see. They have $68.3 billion in net cash.
Think about how much this company has grown and what the future possibilities are here.
Micron 有很强的动能。走势有波动。我不是说它会一路上涨，但我认为我们正在接近图表上的一个好区域，年底前我们可能会看到这只股票起飞。
There is a lot of momentum in Micron. There are fluctuations. I'm not saying it's going to go straight up, but I think we're approaching a good area on the chart where we might see this stock take off before the end of the year.
这个频道对 $MU 的历次判断
Schwab Network 在这只股票上共 25 条判断，这里只列相邻的几条。