$MU · Schwab Network · 2026-11-06
对Micron持谨慎态度：它是一只长期标的，但尚未证明自己非周期性，在证明其非周期性之前，谨慎立场维持不变。存储类股票今年表现颇为成功，但部分股票在早盘交易中下跌约50%；Micron并非新面孔，已存在很长时间。
逐段跳播
今年内存股有不少成功案例。因此，在交易早段，我们看到其中一些股票下跌了大约 50%，这些股票在内存领域也被称为“AI 赌场”股。
There has been a lot of success in memory stocks this year. Thus, early in the trading , we saw a decline of approximately 50% in some of these stocks, also known as " AI casino" stocks in the memory field .
所以我们不妨退一步，看看 Micron 这样的股票，这些是长期标的，但至今尚未证明自己不是周期性的，就是这样。我知道说这话会收到很多骂我的邮件，但在它们证明自己不是周期性之前，
so let's take a step back and look at names like Micron, These are long-term names that have not yet proven to be non-periodic, period . I know I'm going to get a lot of hate mail for saying this, but until they prove they're not cyclical,
我不是说它们是新面孔，尽管 Micron 在我很久、很久、很久以前当分析师的时候就已经存在了。
I'm not saying they're newcomers, although Micron has been around since I was an analyst a very, very, very long time ago.
这个频道对 $MU 的历次判断
Schwab Network 在这只股票上共 33 条判断，这里只列相邻的几条。