Verified Investing 对 $MU 的判断变化

频道资料 →本频道有 2 位标注的说话人:Nancy Pelosi、Wells Fargo共 7 条
2026-10-01看跌
《Yields Stall Triggering Market Jump, Bullish Bias Remains, Micron Earnings Moves And Top Trades》
预计 1 至 1.5 年后内存芯片将出现供给过剩,利润率崩塌至 10-20%,推动 MU 股价跌至 300 美元。

此外,我们看到Micron公布的财报全面向好,营收和盈利均超出预期,并给出了更高的指引。但该股并没有上涨,主要是因为所有人都预期它会超预期,而这个超预期幅度不足以在短期内把股价推得更高。

In addition, we saw Micron reporting good earnings across the board, beating revenue and earnings expectations and guiding higher. But that stock is not rallying mainly because everyone expected a beat and it wasn't a big enough beat to push the stock even higher in the near term.

2026-09-30看涨
《Hot Jobs Data Spikes Yields: Markets Rally on Inflation Hope》
MU 短期技术面看涨;若能守在 13550 趋势线上方,将支持其向 1154 缺口回补位推进。

正如我们也知道的,MU刚刚在盘后公布了财报,到目前为止,这多少有点平淡无奇。他们还有一个电话会议要开。我们稍后会在这里分析那张图表。

As we also know, MU just reported after hours and so far it's somewhat of a nothing burger. They have a conference call coming. We're going to cover that chart here in a little bit.

正如我们所知,正如我提到的,Micron在盘后公布了财报。那是股市中的一只大盘股,也是今年表现极为看涨的一只股票。所以,很多投资者至少想要考虑减持,以确保自己站在交易的正确一边,以防Micron公布财报后投资者突然撤资。

到目前为止,在我开始节目之前所看到的,那还没有发生,但这仍然可能是一种情况。

As we know, as I touched on, we've got Micron that reported after hours. That is a big stock in the stock market and one that has been extremely bullish this year. So, a lot of investors were wanting to at least potentially trim, make sure that they stay on the right side of the trade in case Micron does report and investors pull the rug.

So far, from what I've seen was before I started the show, that hasn't happened, but that still could be a situation.

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2026-09-30看跌
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2026-09-20看跌
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2026-09-08看涨
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