《Micron Just CRUSHED Earnings — Is MU Stock a BUY?》
MU 基本面因 AI/HBM 需求而强劲，但估值偏高，仅在回调至约 950 美元时买入。
美光刚刚公布了财报，我并不是随便用“横扫”这个词，那些数字确实非常惊人。美光刚刚公布了542亿美元的季度营收。这相比仅仅一年前增长了约380%。
Micron just announced its earnings, and I'm not simply using the word "sweep," but those numbers were truly phenomenal. Micron has just announced quarterly revenues of $54.2 billion .
This represents an increase of approximately 380% compared to what it was just one year ago.
调整后每股收益达到33.42美元。如果你觉得这些数字已经很亮眼，那就等着看美光告诉我们的下一季度情况——管理层预计营收约为615亿美元，调整后每股收益为38.15美元。
Adjusted earnings reached $33.42 per share . And if you think those numbers are impressive, wait until you see what Micron has told us about the next quarter, where management is forecasting revenue of around $61.5 billion and adjusted earnings per share of $38.15.