Schwab Network 对 $MU 的判断变化

频道资料 →本频道有 17 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citigroup、Citizens、Goldman Sachs、JP Morgan Chase、JPMorgan、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal、Wells Fargo共 18 条
2026-10-01
《Cooler PCE Print Won't Offer Long-Term Relief, MU "Priced for Perfection"》
美光科技强劲的财报(数据中心营收增长11倍)未能提振股价,原因是此前一轮上涨已使预期被提前计入。

我们当然是以一份强劲的Micron财报开启新一季度的。我取得了惊人的业绩。但该股下跌了3%。我不知道市场对今天的反应有什么预期。

We begin the new quarter, of course, with a strong "Micron" report . I have achieved amazing results. But the stock fell by 3%. I don't know what the expectations are regarding today's reaction.

所有存储公司都在下跌,这很有意思,因为它与我们在亚洲看到的缓解浪潮相矛盾,那里一些韩国公司实际上出现了上涨。看,Micron的业绩是540亿美元营收和每股收益33.42美元。数据中心营收增长了十一倍。此外,业绩超出了指引预期。

All memory companies are experiencing a decline, which is interesting because it contradicts the wave of relief we have seen in Asia, where some South Korean companies have actually seen an upswing. look, Micron's results were $54 billion in revenue and $ 33.42 in earnings per share.

Data center revenues have increased elevenfold . In addition, the results exceeded the guidance expectations.

2026-10-01看涨
《MU Earnings Continue Bullish AI Memory Demand, Analysts Back Bull Case》
MU 前景强劲,但在实现轻松获利后,预计回报将逐步释放,而非加速增长。

我们来看一下美光的股价走势图。鉴于我们昨天收到了财报,业绩非常出色。然而,目前股价已下跌2.5%。很明显,自年初以来我们看到了三位数的涨幅。我们在11月见顶,或者我该说是6月。在这些业绩公布之前,股价基本处于横盘状态。

Let's focus on the Micron stock chart. Given that we received the earnings results yesterday, they were amazing. However, we are down 2.5 percent now. It is clear that we have seen this triple-digit increase since the beginning of the year.

We reached the peak in November, or should I say in June. We were trading largely sideways before these results were released.

2026-10-01
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