$MU
这只股票

The Motley Fool 对 $MU 的判断变化

频道资料 →共 2 条
2026-09-30看涨
《3 Stocks You’ll Wish You Bought Sooner》
MU 是一只高质量的长期买入标的，受益于 AI 驱动的结构性变化与增长，但仍会受到周期性波动影响。

我同意。接下来我要说说我的选择，这只股票在过去十二个月里同样经历了显著的上涨，甚至可能在过去两年里也是如此，那就是美光（Micron）的股票。

I agree. I will now move on to my choice, which is a stock that has also seen a remarkable rise over the past twelve months, and perhaps even over the past two years, and that is Micron stock.

美光科技（Micron Technologies）的估值约为1.1万亿至1.2万亿美元，具体取决于你观看这段视频的时间，因为股价波动很大。

Micron Technologies is valued at approximately $1.1 to $1.2 trillion, depending on when you watch this video, as the stock price fluctuates a lot.

看原视频06:52
2026-08-30看涨
《3 Stocks That Won After Nvidia Earnings!》
美光受益于内存成本上升和短缺；售罄的产能和长期合同支持增长，即使利润率最终压缩。

是的，下一个是这里的直接受益者，也是英伟达利润率预计会略有下降的原因，那就是美光。美光，内存制造商。英伟达自己的首席财务官表示，内存成本上涨已超出预期，短缺可能持续到2028财年。

所以，这不是“哦，也许美光会从中受益”。美光、SK海力士、三星，他们今天就在受益，一年后他们也会受益。

>> Yeah, the next one is is a very direct beneficiary here and the reason why Nvidia's margins are expected to come down a little bit and that's Micron. Micron, the memory maker.

Now, Nvidia's own CFO said that memory cost increases have exceeded expectations and shortages could persist through fiscal 28. So, that's not a oh maybe Micron is benefiting from it.

It's Micron, SKhing, Samsung, they are benefiting from it today, they will be benefiting from it a year from now as well.

看原视频09:49
美股听风