$MU · Jose Najarro Stocks · 2026-10-27
我在这次回调中买入了 Micron，并称其为市场上最值得买入的标的：即便扩产，内存短缺预计至少还将持续未来几年，2027-2028 年产能中已有 50% 通过长期协议锁定，而 Micron 自身的数据和表态也类似。
逐段跳播
SK海力士现在正在发布财报。
SKH Highix is reporting earnings right now.
实际上会流向 Micron。
actually flows to Micron.
SK海力士刚刚发布了财报。显然，他们会说一些非常看多的表态。但 SK海力士预计内存供应短缺将持续到2030年。即使他们继续扩产，对吧？即使我们不完全采信2030年这个说法，它仍然告诉我，至少未来几年我们会处在内存短缺之中。
如果我们在内存短缺中，我们就在 AI 芯片短缺中，我们就在算力短缺中，这对你选的芯片本身、甚至对 Neocloud 公司这些“卖铲子”的标的都非常看多。他们提到，他们长期协议中的50%现在锁定了2027年和2028年50%的产能。
而且他们继续看到用于生产越来越多内存的资本开支出现巨额投入，即便如此，他们仍处在短缺状态。所以我觉得 SK海力士——我们从 Micron 那里也得到了类似的数字和类似的评论，但能从另一家厂商那里听到这些也很好，Steve。
SK Hinx just reported earnings. Obviously, they're going to say some bully bullish sentiment. Uh but SKH Highix expects the memory supply shortage to persist through 2030. Even if it continues to expand expansion, right?
Even if we don't take the 2030 to full value, it still tells me that at least for the next few years, we're going to be in the memory shortage. If we're in the memory shortage, we're in the AI chip shortage, we're in a compute shortage, which is really bullish for your picks and shovels for the chips themselves or for even the Neocloud companies.
Uh they mentioned that 50% of their long long-term agreements is now securing 50% of capacity for 2027 and 2028. and uh they continue to see um huge investments coming out on their capex for more and more memory and even with that they're still in this shortage space.
So um I I thought SK Highix I mean we kind of got similar numbers from Micron and similar commentary but it's great to hear from another player as well Steve.
Micron 不会去建这些晶圆厂。
Micron would not be standing up these fabs.
我实际上买入了内存股，Steve。我在这次回调中买了 Micron。我觉得这是市场上最好的买入机会。我只是太受打击了。
I actually got into the memory names, Steve. I I I bought Micron during this dip. I think it's the best buy in the market. I'm just too shook.
观察点
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