Micron 的故事比 SanDisk 更强，拥有更大的技术和财务护城河，供应问题也更少。它正以 86% 的利润率、545 亿美元营收和 4.5 倍市盈率高速运转；这些数字令人费解，而 RAM、高带宽内存和存储到 2030 年的预测简直离谱。
逐段跳播
MU 和 SanDisk 是同样的故事吗？不，它是更强的故事。为什么 Micron 更强？Micron 的护城河要大得多，无论是技术还是财务上都围着它筑起了护城河，而且他们的供给端问题更少。
Is MU the same story as SanDisk? No, it's a stronger story. Why is Micron stronger? Uh Micron has a much bigger moat, technological and financial mode around them and they have fewer supply side issues.
他们的利润率高达86%。我再说一遍，86%的利润率。他们的营收达到545亿，我记得是这样，而上一季度是41点4，呃，32.87的摊薄每股收益，GAAP净利润377亿，我记得他们的GAAP毛利率接近87%，86.8%。
我是说，别逗了。这家公司全速运转。他们对市场有着极强的掌控力，而到2030年 RAM、高带宽内存和存储的预测简直离谱。
They're they're cranking away uh at 86% margin. I repeat, okay, 86% margin. Their revenue came in at 54 and a half billion, I believe, compared to, uh, their last quarter at 41 spot.4 um, uh, 32.87 diluted EPS, gap net income at 37.7 billion, and I believe they're yeah, uh, gap gross margin was almost 87% 86.8%.
I mean, give me a break. This this company's uh cranking on all cylinders. They've got the they have a super stronghold on the market and the the projections for for RAM uh uh and high bandwidth memory and storage uh through 2030 are outrageous.
Micron 现在的市盈率是4倍，远期市盈率是4.5倍。我是说，别开玩笑了，拜托。这些数字根本说不通。
Micron right now is currently trading at a PE of 4P of 4 and a half. I mean, get the hell out of here, please. These numbers don't make any sense.
我们知道你更喜欢 Micron。
We know you like Micron even more.
这个频道对 $MU 的历次判断
T3 Live 在这只股票上共 20 条判断，这里只列相邻的几条。