MU 全部观点

更早于 2026-09-18回到最新

MU 这一页 20 条观点条目,其中 3 条方向发生变化。

在本页筛选
StockCharts TV发布 2026-09-28
《The Market’s Most Important Growth Stocks: Dave’s Dirty Dozen》
$MU看涨
Micron 在突破 1,000 美元阻力后进入初步上行趋势并伴随强劲吸筹;只要 1,000 美元支撑守住即看涨。

所以,我从第一号开始。因此,从 110 到 150 是五张走势图,我认为它们在这个阶段处于初步上升趋势和强劲的吸筹阶段。

So, I start with, you know, number one. Therefore , from 110 to 150 are five charts that I consider at this stage to be in an initial upward trend, and a strong accumulation phase.

我这样做的原因是,我可以运行一张表现表,然后说“给我看上个月”,我就能看到 Meta 上涨了 25%,Micron 上涨了 13%。

The reason I do this is that I can run a performance table and say, "Show me last month," and I can see that Meta is up 25%, and Micron is up 13%.

他说在等
价格走势相对于$1,000突破水平的表现
维持$1,000水平
近期日线价格图
若守住则支持看涨论点;若价格跌破$1,000则削弱该论点
Schwab Network发布 2026-09-28
《Matt Tuttle on Historically "Bad" Market Breadth, MU Earnings Can "Pull Everything Down"》
$MU未站边
在买入AI股票回调之前,应先等待MU财报公布,MU的业绩将决定板块方向。

我们也开始覆盖科技公司的财报,先从 Micron 开始。

We also begin covering the earnings of technology companies, starting with Micron.

我通常喜欢在股票处于低位时买入,但在 Micron 周三公布业绩之前,我会对任何与 AI 相关的下跌保持谨慎。

I usually like to buy stocks when they're low, but I'll be cautious about any AI-related dips until Micron reports its results on Wednesday.

我们来谈谈 Micron。你说过,在周三听到 Micron 的消息之前,你会避免在科技股价格处于低位时买入。要让你更有信心交易科技股,你到底需要从 Micron 那里听到什么?

Let's talk about Micron . You said you would avoid buying technology stocks when prices are low until we hear from Micron on Wednesday. What exactly do you need to hear from Micron to feel more confident trading tech stocks?

他说在等
美光(Micron)财报中关于存储行业需求与定价的内容
数据强于预期,显示需求上升、价格走高
周三财报发布财报
业绩向好支撑AI/存储股上涨;业绩不佳则可能拖累整个板块下行
更早的记录
Schwab Network发布 2026-09-28
《Monday's First Moves: MU Price Target Hike, RBLX Downgrade, RCL Upgrade》Bird (analyst firm)
$MU看涨
Bird 将 MU 目标价上调至 1520,理由是 AI 驱动的需求以及供给受限支撑价格与利润率。

Micron。在财报公布前上调目标价。是的,听着,这只股票今年迄今表现优于大盘,而Bird预计它将继续跑赢。他们对这只股票的前景非常乐观。他们给予Micron“增持”(跑赢市场)的评级。

Micron. Raising the target price before the earnings announcement. Yes, listen, this stock has outperformed so far this year, and Bird expects it to continue to outperform. They have a very optimistic outlook on this stock.

They gave it an " overweight" rating (outperforming the market) for Micron.

他说在等
今日公布的财报业绩
达到或超过上调后的目标,即每股收益31.50美元且营收超过508亿美元
今日财报
若达标则支持看涨逻辑;若未达标则削弱该逻辑
更早的记录
T3 Live发布 2026-09-28
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$MU未站边
MU 财报风险需谨慎;财报前应避免投机性押注,但现有长期持有者不受影响。

还有什么?你知道,MU 周三要发布财报。你必须小心。我会发布一点 MU 财报的历史。有时候它已经被消化了,有时候没有。到目前为止,它相当接近。表现相当坚挺。它需要非常非常好。我知道 MU 的估值更低。

我明白,而且它在游戏中,但就是不要掷骰子。有些人像 Red Dog,我这个月过得太艰难了。我就把所有的钱都投进 Micron,然后闭上眼睛。作为交易者你不能这么做。如果你这么做,那就是你爆仓的方式。

也许它成功一次,但五次里有五次,你会爆仓。如果你想做某种期权操作,风险就是付出的权利金,而且你想之后交易它,那没问题。或者如果你持有 MU 作为投资者已经两年或更久,它在你的 IRA 里,你并不指望获得收益,那也是另一回事。

what else? You know, MU is coming out with earnings on Wednesday. You got to be careful. Okay. Um I will post a little bit of the history of of MU's earnings. Sometimes it's priced in and sometimes it's not.

So far, it's pretty close. Holding up pretty well. It's going to need to be really really good. I know MU's um you know, valuation is lower. I get it and it's in the game, but just just don't roll the dice.

Some guys like Red Dog, I'm having such a tough month. I'm just putting all my money in Micron and going to close my eyes. You don't do that as a trader. If you do that, that's how you blow up.

Maybe it works once, but out of five times, you're going to blow up. If you want to take some kind of op option play, risk is premium paid and you want to trade it after, that's cool.

Or if you've been in MU investor for two years or more and you and it's in your IRA and you're not looking to get paid, that's a different story, too.

更早的记录
《10 Stocks I’m Watching Before They Become Obvious #META #AMD #INTC #QCOM #MRVL #PLTR #MU #DDOG》
$MU看涨
Micron因动能积极、技术评级高,是强力买入的候选标的。

我们来看看,那“Micron”呢?买回“Micron”。我差点掉进陷阱。上涨动能警报在 9 月 21 日出现。看起来他可能正在突破那里的极端值量体。

Let's take a look at, what about " micron"? Buy back "Micron". I almost fell into the trap. The upward momentum alert came on September 21. It seems that he may be going beyond that mass of extreme values there.

他在评估中得到了九分中的八分。“Micron”评级为九分中的八分。你觉得怎么样?这是个非常好的位置。

He received eight out of nine in the evaluation. " Micron" with a rating of eight out of nine. What do you think of that? This is a great place to be.

更早的记录
Brian Shannon发布 2026-09-25
《Stock Market & Crypto Analysis for Week Ending 9/25/26》
$MU看涨
MU 财报后的反应可能在 30 秒内导致股价下探至 20 日均线,预计在该位置获得买盘并由此反弹。

下周当然就有美光(Micron)的财报结果,这对该股来说将非常重要。如果你还记得,上个季度他们公布了非常亮眼的数字,远远超出了预期。然而该股在接下来的一个半月里却一路下跌。随后它横盘了一个月,而现在买方占据了主导。

And now next week, of course, we have Micron's earnings results, and that will be very important for the stock. Last quarter, if you recall, they announced fantastic figures; they far exceeded expectations.

Yet the stock did nothing but decline for the next month and a half . Then it moved sideways for a month, and now buyers are in control.

他说在等
财报公布后的股价走势
跌至20日移动均线后反弹
下周财报后的交易时段
若守住20日移动均线则确认看涨逻辑;若显著跌破则削弱该逻辑
更早的记录
Schwab Network发布 2026-09-25
《Eddie Ghabour "Cautiously Optimistic" for MU Earnings, Why He's Deploying Cash in Market》
$MU看涨
说话者做多MU,于7月建仓,并在近期因技术面突破而加仓。

我知道Micron是你买入的标的之一,而随着他们的财报季于下周三开始,我想知道你对他们的看法。因为在近期的财报中,我们看到他们在营收和净利润上大幅超出预期。我认为他们甚至超出了非官方预期,但我们却看到了负面反应。

现在,在本次财报发布前,Micron面临的技术面情况有所不同。

I know that "Micron" is among the names you buy, and with their earnings season starting next Wednesday, I would like to know your view on them. Because in recent earnings reports we have seen them significantly outperform in revenue and net profit.

I think they exceeded even unofficial expectations, yet we saw a negative reaction. Now, there is a different technical situation for Micron ahead of this earnings report.

更早的记录
InvestAnswers发布 2026-09-24
《🚀 Space vs Politics | AI Boom, Stargate Stress, Muse, SOL + Memory 🔥》
$MU看涨
受供应短缺持续至 2027/2028 年的推动,存储板块(如 MU)具备强劲的投资逻辑,风险回报比有利。

内存。稍微提醒一下。内存这一块的情况正变得非常紧张,到2027年的产能已经全部售罄。价格正在飞涨。市面上的内存根本不够,而且没有办法把它造出来,供应紧张可能还会持续。如果某个客户去下单100亿美元的内存,能拿到一半就算走运了。

而且还有大量供货合同没有履约。这就是为什么如果你有紧密的关系、又是像Elon Musk这样的大玩家,从这些厂商那里订购海量内存——他在几个月前的一次公开电话会上直接感谢了Micron,因为他们满足了他的需求。

但其他所有玩家都没能得到满足,因为他们没有预见到这场供应紧缺。再说一次,内存不会消失。所以故事的一部分是,如果你在考虑投资CoreWeave、Blue Owl、Blue Ocean以及其他随便什么,还有Oracle,那就直接投内存。

风险回报比高得离谱,至少目前是这样。我们一路观察到2028年。

Memory. Uh, a little bit of a reminder. Things are getting desperate in the memory front of absolutely sold out into 2027. Prices are going through the roof. There simply isn't enough memory out there and there's no way of making it and tightness may last.

If a customer goes and orders 10 billion dollars worth of memory, they'll be lucky if they get half of that order. And there are tons of supply contracts that are unfulfilled. That's why if you have a close relationship and you're a big player like an Elon Musk ordering a crap ton of memory from these players, he said in a public call a few months ago, he thanked Micron directly because they are fulfilling his need.

But all the other players aren't getting their need fulfilled because they didn't have the foresight around the supply crunch. Again, memory is not going away. So part of the story is if you're thinking about investing in the core weaves and the blue owls and the blue oceans and whatever else out there, the oracles, just invest in memory.

The risk reward is insane, at least for now. Let's watch this through 2028.

他说在等
内存供应紧张程度与价格走势
如预测般持续到2028年
持续到2028年内存价格/供应的市场数据
若紧张持续则支撑看涨逻辑;若供应提前恢复正常则削弱该逻辑
更早的记录
T3 Live发布 2026-09-24
《#META to $1000? LIVE with David Prince》
$MU看涨
若 MU 在财报前维持在1000附近则具备上行空间;内存定价强势预计将持续至2027年。

总之,所以socks,因为它通过MU和SanDisk交易得更好,这两只都突破了重要关口,还有Dell、CRM,当然还有Meta。

Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.

他说在等
财报前股价相对 1000 这一价位的走势
维持在更接近 1000 的水平,而非大幅上涨
财报前(9月30日)市场价格走势
支持看涨逻辑的上行空间;若股价在财报前涨得过高,则削弱该逻辑
更早的记录
Rich Habits发布 2026-09-24
《The Fed Hiked Rates — What Happens Next?》
$MU看涨
Micron 预计长期表现良好;它是一只强势持仓,其股价走势与盈利保持一致。

暂无中文转述,仅英文原句可核对。

More importantly, I think what's going to happen is that the SOXX fund will experience a kind of insane rally, and as it pulls back, the semiconductor companies we know and love and hold in our portfolios , like Nvidia, Micron, and AMD— names I believe will continue to perform well in the long run—will be negatively impacted by what I would call... what else could I call it?

Collateral damage in a broader sell-off in the semiconductor sector , where the market will start saying, 'Wait a minute, we should n't have raised the price of every stock with ' semiconductor' in its name .'

Here's a great example . Okay, I can scroll down to show you . These are some of the names in the SOXX fund: AMD, Micron, Nvidia and Broadcom are strong names. I love those names.

I've owned them for a very long time and I'll continue to own them for a very long time .

更早的记录
Parkev Tatevosian, CFA发布 2026-09-23
《My Take on What to Expect From Micron on Sep. 30》
$MU看涨
MU 目前被低估,远期市盈率仅为六倍;DCF 估算其合理价值为 1439 美元(当前为 1041 美元),意味着在稳健基本面驱动下,未来 12 至 18 个月有超过 38% 的上行空间。

Micron 定于9月30日美股收盘后公布其季度财务业绩。鉴于 Micron 股价自2026年初以来已上涨超过264%,投资者之间存在许多相互矛盾的情绪。

Micron is scheduled to announce its quarterly financial results after the market closes on September 30. Given that Micron's stock has already risen by more than 264% since the beginning of 2026, there are a lot of conflicting feelings among investors.

有些持有 Micron 股票的投资者担心,在公司公布季度财务更新后股价会崩盘。还有一些在场外观望、有意买入 Micron 股票的人,却不知道该往哪个方向走。

There are some investors who own Micron shares and fear that the share price will collapse after the company's quarterly financial update. There are others watching from the outside, interested in buying Micron shares, but they don't know which way to go.

他说在等
季度财务业绩公告
业绩强劲,确认增长持续且利润率扩张
9月30日财报
若业绩达到或超出对高营收和高利润率的预期,则支持看多逻辑;若出现大幅不及预期或下调指引,则削弱该逻辑。
更早的记录
Stock Market Mentor发布 2026-09-22
《Here are your trades on $SNDK $MU and $DRAM》
$MU看涨
受财报相关行情推动,预计 MU 将在下周三前升至 1200。

我想谈谈一些存储和数据存储类股票,比如 SanDisk、Micron 之类的。

I want to talk about some memory and data storage stocks like SanDisk, Micron, and the like.

更早的记录
InvestAnswers发布 2026-09-22
《Billion Dollar Day 💰: Miss 4 Days = Miss Everything》
$MU看涨
受AI智能体推动,内存需求超过供给,MU将从中受益,预计长期表现良好。

Micron 上涨 16%,Broadcom 5.4%,Nvidia 8%,Apple 3%,Google 1.7%。

Micron up 16%, Broadcom 5.4%, Nvidia 8%, Apple 3%, Google 1.7%.

更早的记录
Brian Shannon发布 2026-09-22
《Brian Shannon on TraderTV Live 9/22/26》
$MU看涨
MU 近期上涨需要谨慎控制仓位,但 50 日均线上行表明未来回调是强劲的买入机会。

Micron是我们经历了一个非常好的财报季的那只股票,对吧?我的意思是,ES表现非常好。我认为他们今年每股收益增加了大约225,远好于标普500的预期。现在轮到Micron了。

Micron was the name that we had a really good earnings season with , right ? I mean, ES is doing very well. I think they added 225 or so in earnings per share this year , which was much better than the S&P 500 expectations. And now it's time for the micron.

所以,我实际上一直在看这个,我们节目上还有另一位交易员,他真的很……我试图在过去两周前展示这个,但我们在8月底和9月看到的那些小幅盘整,在我看来并不太好。然而,鉴于Micron在8天后发布财报前出现的突破,你对Micron现阶段的看法是什么?

So, I was actually looking at this, and there was another trader on our show who was really...I was trying to show this before the last 2 weeks , but the little consolidations that we saw here in late August and September, it does n't look very good to me.

However, with the breakout that Micron is seeing ahead of its earnings release in 8 days, what is your opinion on Micron at this stage?

更早的记录
T3 Live发布 2026-09-22
《Is SpaceX the Most Beautiful Stock in the Market?》
$MU看涨
MU 在周五收盘前的图表走势看涨;说话者持有多头仓位。

SanDisk 很漂亮。MU 很漂亮。Intel 很漂亮。AMD 真的很漂亮,但已经创历史新高了。这些图表真的很漂亮,我觉得。

SanDisk is pretty. MU is pretty. Intel is pretty. AMD is really pretty but all-time high already. Uh those are those are really pretty charts I think.

MU,我——周五我注意到,收盘前情况看起来不错。如果你看图表——我的意思是,我上麦的时候真该把图表打开,这样我能很快给你看。但周五我注意到,情况在成型,像是在为收盘做准备,我感觉肯定有人知道了中国协议的事,因为周五所有科技股都在临近收盘时开始拉升。

所以我要很快给你看我的图表。如果你看——等一下——Intel,把 Intel 的小时图调出来。我的 TC2000 在哪?在这儿。我确定吗?你——对,就在这儿。如果你看周五 Intel 的小时图,我在群里提过。

我们有一个买入形态,但还没拉升。我的意思是,我提到的时候它还没动,然后它就在那儿了。就在这里做多。MU 也一样,相当看涨。SMH 也一样。它们周五全都拉升了。但在拉升之前,它们就开始看起来不错了。我在群里都提到了。这些我都有仓位。

Uh MU I So on Friday I noticed that things were like looking good before the close. And if you look at the chart of I mean I really should when I come on the mic here I should have my chart up for so I can I can show you real quick.

But on Friday I noticed that things were shaping up like setting up into the close and I feel like somebody must have known about the China deal or because all the tech stocks started popping into the close on Friday.

And so I'm going to show you my charts real quick. And so if you look at the if you look at uh one second uh Intel pull up the Intel chart hourly chart. Where is my TC2000? Here it is.

So am I sure? Are you Yeah, there it is. So if you look at Intel hourly chart on Friday, I mentioned this in the room. Uh, we had a buy setup, but it hadn't yet popped. I mean, it when I mentioned it, it wasn't yet going and then there it is.

Long right here. Same with MU was pretty bullish. Same with the SMH. They all popped on Friday. But before the pop, they were starting to look good. Mentioned them all in the in the room. Got positions in all of them.

更早的记录
Meet Kevin发布 2026-09-21
《SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!》
$MU看涨
看多 MU,因主要 DRAM 厂商的 HBM 产能已售罄,不过大宗定价可能在 2027 年底见顶。

股价已经冲破了我的 735 线。我们在我的线位只是做了最短的喘息,好让我和 Kevin 可以说:“我们在我的线位待过。”就这样。时间只够说一句:“我们在 Kevin 的线位待过。我们尊重了这条线,但再见。”

The cues have smashed through my 735 line. We took like the shortest breather at my line just so me Kevin could say, "We hung out at my line." That's it. It was just long enough to say, "We hung out at Kevin's line. We respected the line, but peace."

这实际上对高带宽内存是看涨的,比如你的 skinex 或你的 micron

which is actually bullish for high bandwidth memory like your skinex's or your micron

更早的记录
Verified Investing发布 2026-09-21
《Markets Poised For Epic Breakout, Oil Falls, Yields Drop, Bitcoin Surges》
$MU未站边
MU 预计将上涨至 1150(斐波那契/缺口阻力位),在该水平可能形成做空机会。

我看好 Micron 向上走一波。它今天已经在跳空走高。我关注的是向上走到 1150 这个位置。这也恰好是——也是为什么我喜欢把这个位置当作阻力。如果我们用斐波那契工具,把它往下拉,斐波那契 786 与那个缺口回补几乎完全一致。

所以那将是我对这波上涨的目标位。如果它到了那里,到那时我会考虑做空 Micron。

I like this for a move up on Micron. It's already gapping higher today. I'm looking at a move up here to this 1150 level. This also happens to be and why I like this level as resistance.

If we use our Fibonacci tool and we drag it down, the Fibonacci 786 is almost identical with that gap fill. So that'll be my target level for the move up. And if it gets there, I would consider a short on Micron at that point.

更早的记录
Verified Investing发布 2026-09-20
《A Day Trade, Swing Trade, and Long-Term Hold (SanDisk, Micron, Nike)》
$MU看跌
Micron 适合进行波段卖出交易,目标为下跌 11% 至近期缺口回补位,并在 1042 附近的次级阻力位追加资金。

接下来是“Micron”股票。“Micron”,嗯,那是你通过研究识别出的一支箭,对吧?换句话说,这里存在一个潜在不错的波段交易机会。那么,波段交易和日内交易有什么区别?好,我在寻找稍高一点的百分比。

我相信这次下跌不一定只是 1%、2% 或 3%。我在寻找朝着我预期方向的 10% 到 15% 或 20% 的波动。对吧?价格不一定非得直接向下,但它会是一个不错的阻力位。嗯,Micron 给了我们两个很好的例子。

首先,在 1027 处,顶部有一个显著的缺口被回补。这会是日内交易的理想水平。但是,对于长期交易,我喜欢这里大约 1042 处的高枢轴点。还有这里大约 1115 处的这个缺口。

你可以看到它们之间的距离是 11%。那么,我为什么这么做?嗯,首先,我必须解释为什么我喜欢这个卖出中心。Micron 已经反弹,向这个水平移动,这暗示着一次下跌,但如果你在图表上往回滚动,在这次大幅上涨之前,Micron 在几个月内猛烈加速了 300%,对吧?

就几个月。所以,这将是我关于“Micron”的计划。我会从这里开始建立一个潜在的波段卖出头寸,而这将是我的加仓水平,也就是次级阻力位。因为当我们做波段交易时,我不只是在寻找一次快速的下跌。

如果股票走势与我的预期相反,那没关系。我有计划,我发现次级阻力位,大约相差 10%,是我喜欢分配额外资本的地方,大约相差 10%。这是 11% 到 10.5% 的差距。所以,这就是我喜欢用于潜在波段交易的设置,不是吗?

在这种情况下,我认为下跌只会到,你知道,这个在周三、两天前、你知道,三或四天前,也就是两个交易日前被回补的缺口。我认为这非常可能,而且非常容易,你知道,也非常合乎逻辑,大约是从那个水平下跌 11%。

所以,让我们最后看看 Micron 能否实现这一点。

Next is the " Micron" stock. "Micron," well, that's an arrow you identified through research , right? In other words, there is a potentially good opportunity for swing trading here.

Now, what is the difference between swing trading and day trading? Okay, I'm looking for a slightly higher percentage. I believe this decline is not necessarily just one, two, or three percent.

I am looking for a 10 to 15 or 20% move in my likely direction. correct? The price doesn't necessarily have to drop directly down, but it will be a good level of resistance. Well, Micron gives us two good examples of that.

First, at 1027, there is a remarkable gap being filled at the top. This would be an ideal level for day trading . But, for long-term trading, I like the high pivot point here around 1042.

And this gap here around 1115. You can see that the distance between them is 11 %. Now, why am I doing that? Well, first of all , I must explain why I like this sales center. Micron has bounced back with a move towards this level, which suggests a downward move, but if you scroll back on the chart before this big upward move, Micron had accelerated violently by 300 % in what, a few months?

correct? Just a few months . So, this will be my plan regarding "Micron". I will start with a potential swing sell position here, and this will be my add-on level, which is the secondary resistance level.

Because when we trade swings, I'm not just looking for a quick downward move. If the stock moves against my expectations, that's okay. I have a plan and I find that the secondary resistance level, with a difference of approximately 10%, is where I like to distribute my additional capital, with a difference of approximately 10%.

This is a difference of 11% to 10.5%. So, this is the setup I like for potential swing trading, isn't it? In this case, I think the downward move is only to, you know, this gap that was filled on Wednesday, two days ago , you know, three or four days ago, i.e., two trading days ago .

I think this is very likely, and very easy, you know, and very logical, about an 11% drop from that level . So, let's see in the end if Micron can achieve that.

他说在等
价格相对1042枢轴位以及周三缺口回补的走势
从当前水平向缺口方向下跌约11%
未来几天至几周图表价格走势
若下跌则确认看跌波段论点;若突破1042上方或未能触及缺口,则削弱该论点
更早的记录
Steve Miller发布 2026-09-18
《askSlim Market Week 09/18/26 - Analysis of Financial Markets》
$MU看涨
MU 在经历大幅下跌后具备真实价值,因其远期市盈率仅约 6 倍。

Micron未来12个月的预期市盈率约为六倍。因此,在经历了如此大幅的下跌之后,他们认为它具有真正的价值。

Micron's projected earnings multiple for the next 12 months is about six times. Therefore, they view it as having real value after it has experienced such a significant decline.

更早的记录
T3 Live发布 2026-09-18
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$MU看涨
Micron 是在突破技术位后隔夜建立的多头头寸;上行潜力可至 1042,但出于谨慎已部分减仓。

我持有一些 MU,也就是 Micron。它们两个看起来都好了一点。不是特别好,但好了一点。我也减持了一点 MU。所以,这就是为什么它显示为卖出。我为什么减持 MU?因为 MU 上涨了 2.6%。为什么不减持一点呢?

I'm in some muou, which is micron. Both of them looked a little bit better. Not fantastic, but a little bit better. I also trimmed a little bit of MU. So, that's why it shows a sell.

Why did I trim mu? Because mu is up 2.6%. Why not trim a little bit?

我上传,这是 Micron,你

I upload uh here's Micron, you

更早的记录
继续看更早 →
其他股票的全部观点条目
把 $MU 加入我的股票30 天完整试用
开始试用