未来十二个月，相比 Nvidia 更看好 Micron：Micron 是估值最低廉的存储股之一，仍被按大宗商品定价，且已证明能通过持续的季度增长维持高利润率；即便现货价格下跌，高利润率仍可持续。尽管市场对长期协议存在争议，其盈利表现依然亮眼。
逐段跳播
例如，投资者可以将投资配置到 Micron、Sandisk 或 Western Digital 等公司；
investors could, for example, allocate their investments to companies such as Micron, Sandisk, or Western Digital;
在 CHAT 基金中，我们已经持有 Samsung、SK Hynix 和 Micron 等公司的股票，CHAT 基金是我们专注于生成式人工智能的旗舰交易所交易基金。
We already held shares in companies such as Samsung, SK Hynix, and Micron in the CHAT fund, our flagship exchange-traded fund specializing in generative artificial intelligence.
当 Micron 公布同样亮眼的财报时，人们曾争论这些长期客户协议是否真实。
When Micron announced its earnings, which were also impressive, there was debate about whether these long-term customer agreements were genuine.
即使在今天，如果你去寻找市场上一些最便宜的股票，你会发现存储公司的股票，尤其是 Micron，高居榜首，因为它们的定价仍然像是大宗商品。
Even today, if you look for some of the cheapest stocks on the market, you will find stocks of memory companies, especially Micron, strongly topping the list, because they are still priced as if they were a commodity.
它必须展现出持续的季度增长，以确保利润率保持在高位，而 Micron 已经证明了这一点。即使现货市场价格下跌，利润率也能保持在高位。
It must show consistent quarterly growth to ensure that profit margins remain high, which Micron has already proven. Profit margins can remain high even with falling spot market prices.
问题1：未来十二个月选 Micron 还是 Nvidia？我会选择 Micron。
Question 1: Micron or Nvidia in the next twelve months ? I will choose Micron.
观察点
这个频道对 $MU 的历次判断
Schwab Network 在这只股票上共 27 条判断，这里只列相邻的几条。