Micron的大幅下跌并不合理。资本支出担忧和中国AI存储担忧被夸大：中国生产的是DRAM，而非高带宽内存，因此不构成威胁。Micron的内存未来一年半、甚至可能两到三年都缺货。
逐段跳播
Micron 遭受了严重亏损。
Micron suffered heavy losses.
至于 SK Hynix 的股票，它们在 120 万韩元处触及了最低水平。我仍然坚持认为我们在这里有买入信号，这是我们很久以来第一个买入信号。看来我的记性不行了。这只股票现在的市盈率是七倍，这太高了。
As for SK Hynix shares, they reached their lowest level at 1.2 million won. I still maintain that we have a buy signal here, which is the first buy signal we've had in a long time.
It seems my memory is failing me. The stock is trading at a price-to-earnings ratio of seven, which is excessive.
Micron，它过去能提供那么多，现在也变得非常疲弱。再一次，是对资本开支的担忧，以及对中国人工智能内存的夸大担忧。记住，人工智能和中国内存并不生产高带宽内存，而是生产动态随机存取内存（DRAM），那是完全不同的东西。
因此，它不是威胁。这些产品在市场上缺货。Micron 的内存未来一年半都拿不到货，可能两三年都拿不到。什么都没有。价格仍在下跌，所以他们利用这种非理性的市场波动来抢占份额。我希望价格能回到 700 美元左右。
我不认为我们会达到那个水平。我们仔细看看，弄清楚发生了什么。市场仍然疲弱。再说一次，工作日的内存不该遭受这样的大幅下跌。
Micron, which used to offer so much, has also become very weak. Once again, concerns about capital spending, and exaggerated concerns about artificial intelligence memory from China.
Remember that artificial intelligence and China's memory do not create high-bandwidth memory, but rather dynamic random access memory (DRAM), which is something entirely different .
Therefore, it is not a threat. These products are out of stock in the markets. Micron memory will not be available for the next year and a half, and possibly two or three years. nothing.
Prices are still falling, so they took advantage of this irrational market volatility to gain a share. I hope prices will return to around $700. I don't think we'll ever reach that level.
Let's take a closer look to understand what's happening. The market is still weak. Again, the memory of weekdays does not deserve this sharp decline.
这个频道对 $MU 的历次判断
InvestAnswers 在这只股票上共 9 条判断，这里只列相邻的几条。