MU 营收增长 379%，并指引下季度创纪录地达到 615 亿美元；然而该股自抛售以来下跌 16%，较 6 月高点下跌 28%，预期市盈率仅五倍。他称这是巨大的折价，但提示一个重要警告，并在周期可能见顶前避免超配存储。
逐段跳播
Micron 是美国最大的存储芯片制造商，其上一季度表现异常出色。其营收达到542亿美元，同比增长379%。公司预计下一季度将创下615亿美元的新纪录，较去年增长约350%。
Micron is America's largest memory manufacturer , and its last quarter performed exceptionally well. Its revenues reached $54.2 billion , an increase of 379% year-on-year. The company expects to achieve a new record in the next quarter of $61.5 billion, an increase of approximately 350% over last year.
然而，自抛售开始以来，Micron 的股价已下跌16%，较6月高点下跌28%。因此，该股目前的市盈率仅为预期盈利的五倍。我认为这是一个很大的折扣，但同时也伴随着一个重要的警告。
However, Micron's stock is down 16% since the start of the sell-off, and 28% from its June high. Therefore, the stock is now trading at only five times the expected earnings. I think this is a great discount, but it comes with an important warning.
Chat 基金还包含 Celestica、Vertiv、TSMC、ASML、Coherent、Micron、SK Hynix 和 Broadcom，是持有整个人工智能供应链的绝佳方式。
The Chat fund also includes Celestica, Vertiv, TSMC, ASML, Coherent, Micron, SK Hynix and Broadcom, making it an excellent way to own the entire AI supply chain.
所以，如果你将投资平均分配到四只基金中，大约30%的资金将投向存储芯片公司的股票，其中 Micron 将是你最大的投资。
So, if you were to distribute your investments equally across the four funds , approximately 30% of your money would be in memory company stocks , with Micron being your largest investment.
DRAM 的配置比例为10%，因为我已经通过 Chat 和 SMH 持有 Micron 和 SK Hynix 的相当仓位，而且考虑到我们正接近经济周期的顶峰，我不想超配存储芯片。
The DRAM allocation is 10% because I already own a good stake in Micron and SK Hynix through Chat and SMH, and I don't want to overweight the memory in anticipation of us reaching the peak of the economic cycle.
TSMC、Micron、SK Hynix 和 Broadcom 的股票远期市盈率低于纳斯达克100指数，同时它们也是各自供应链领域增长最快的公司之一。
Shares of TSMC, Micron, SK Hynix and Broadcom are trading at lower forward earnings ratios than the Nasdaq 100, while being among the fastest- growing companies in their respective sectors of the supply chain.
这个频道对 $MU 的历次判断
Ticker Symbol: YOU 在这只股票上共 4 条判断，这里只列相邻的几条。