$MU · InvestAnswers · 2026-11-06
Micron本周下跌21%，市盈率仅为五倍，市场担心AI支出归零；我认为这种担忧过度，因为Micron的产出已售罄多年，因此这轮过度回调是买入机会，也是不错的布局。
逐段跳播
Marvel 本周跌了29%，Astera 跌了29%，Micron 跌了21%。Micron 现在的市盈率是5倍。这太疯狂了。AMD 跌了12%，Palunteer 跌了12%。
you got Marvel down 29% for the week, Astera 29%, Micron 21%. Micron's trading at a P of five right now. It's nuts. AMD 12%, Palunteer 12%.
Micron 1600亿美元。
Micron 160 billion.
Micron 和存储板块遭到重创。不只是我们的韩国股票，Micron 也是。再说一次，你在这里的热力图上看到 Micron 跌了21%。很多人一直在等，他们错过了 Micron，等了一整年想买入。
现在我们又回到695了，这和整个“AI 支出归零”的恐惧叙事绑在一起。当然，它不会归零，而且他们的产品本来就已经被预订到好几年之后了。所以再说一次，当橡皮筋这样被拉下来的时候，你就抓住这个机会。而且这些也是非常好的形态。
Micron and memory got hammered. Not just our Korean names, but also Micron too. Again on the heat map you see here Micron down 21%. Uh a lot of people have been waiting waiting they missed Micron waiting the whole year to grab it.
Well here we are at 695 again it's tied up with the whole fear of the AI spend narrative going to zero. Of course it's not going to go to zero and all their stuff is sold out for years anyway.
So again when the rubber band stretches down like this you just take the opportunity. And these are very nice setups as well.
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