MU 全部观点

更早于 2026-09-24回到最新

MU 这一页 20 条观点条目,其中 0 条方向发生变化。

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The Motley Fool发布 2026-09-30
《3 Stocks You’ll Wish You Bought Sooner》
$MU看涨
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.

他说在等
下周的财报
对公司及AI板块而言的关键时刻
下周财报
确认其在AI存储领域的领先地位;若预期出现负面波动则削弱该判断
更早的记录
Schwab Network发布 2026-09-30
《Options Corner: MU Aims to Recapture All-Time Highs in Earnings》
$MU看涨
MU 处于强劲的长期上升趋势中,动能偏多;尽管在财报临近时出现楔形形态且动能减弱,技术面格局仍支持看多前景。

与其所属板块以及SMH半导体ETF相比,Micron仍然相当强劲。与此同时,Micron目前处于下跌状态,而它在过去一年里上涨了536%。所以,这是非常强劲的表现。

Micron is still quite strong compared to its sector group and the SMH Semiconductor ETF. Meanwhile, Micron is in the red here, having grown 536% in the past year. So, this is a very strong performance.

所以,当我们更具体地看Micron时,会看到这里正在形成一个楔形。我们的两条边界线都指向上方,但随着我们临近财报,它们正在相互靠拢。

So, when we look at the micron more specifically , we see a wedge shape forming here. Both of our boundary lines are pointing upwards , but they are moving towards each other as we head towards the earnings report.

更早的记录
Verified Investing发布 2026-09-30
《Inflation Data Cools, Bullish S&P Chart Remains Strong, Top Trades For Jobs Report And MU Earnings!》
$MU看跌
MU因未来利润率承压而面临长期下行风险,预计两年内将跌破500美元。

但话说回来,Micron 将在收盘后公布财报,我们只能拭目以待,看看会发生什么。

Um, but again, with Micron earnings after the bell, we'll have to watch and see what happens.

最后说说 Micron。Micron 今天看起来会小幅高开。今天它将在收盘后公布财报。这大概是近几周来最重要的一份财报。因为它现在是一家市值万亿美元的公司,而且它是 Micron,人人都知道 Micron。

上行方面,如果财报推动股价上涨,在 1150 处有一个缺口待回补,那将是重要阻力位。下行方面,我会关注这条趋势线。看看这条漂亮的上升趋势线,就在 1000 略下方。所以那条是阻力,下面那条是支撑。这些将是我现在正在关注的盘后关键价位。

Lastly, Micron. Micron looks to be opening slightly higher today. Today it will report earnings after the bell. This is probably the biggest earnings report we've had in weeks at this point.

Um because it's a trillion dollar company now and it's Micron. Everyone knows Micron. Upside. If we rally on earnings, there's a gap fill at 1150. That would be major resistance.

On the downside, I'd be watching this trend line. Look at this beautiful ascending trend line just below a,000. So those are that's resistance and the one below is support. Those will be in the after hours levels that I'm toning in on now.

他说在等
前瞻指引中出现利润率承压的迹象
任何利润率承压的迹象
未来6-12个月财报
削弱看涨逻辑,并支持股价下跌的看跌论点
更早的记录
Schwab Network发布 2026-09-30
《Crude Oil Slides as Yields Climb, MU Earnings Preview & White House AI Accord》
$MU未站边
在芯片需求强劲的推动下,MU 预计将超越上年同期营收;技术面需突破 1140 美元方能确认看涨信号。

我想谈谈 Micron,但在此之前,这几家公司的几位负责人曾与特朗普总统会面。

I want to talk about Micron, but before that, you had several of the heads of these companies in a meeting with President Trump.

我们来谈谈 Micron。它的盈利已经近在眼前。我知道我们在等待个人消费支出报告,但就盈利而言,这才是我们等待的最重要事件。你预期如何?

Let's talk about Micron. It has profits on the horizon. I know we are waiting for the personal consumption expenditures report, but this is the most important event we are waiting for in terms of earnings. What do you expect?

他说在等
价格相对阻力位的走势
突破1140美元
近期交易行情图
若突破则确认看涨技术形态;若失败则意味着盘整或走弱
季度财报结果
营收超过去年同期数字
即将发布的财报财报
若达成则支撑基本面逻辑;若未达成则削弱该逻辑
更早的记录
T3 Live发布 2026-09-30
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$MU未站边
由于财报前后历史上难以预测且存在令人失望的风险,说话者避免交易 MU,尽管技术形态尚可。

今晚收盘后我们有 Micron,这很重要,你知道,科技股此前更强,而银行股和小盘股更弱,它们之间会不会出现再平衡,你知道,还有,随着工业股有点命悬一线,我们会不会看到一些新的资金流入。

we have micron after the close tonight which is going to be important you know is there a rebalance between tech that was stronger and and the banks and the small caps that have been weaker you know and um will we get some new flows as the indust are kind of hanging by a thread.

最后,Micron 日,别太激进,因为你知道,有时候你等了又等、等了又等,结果却让你失望。你懂我的意思吧?所以我们就看看。从历史上看,Micron 一直很棘手。相当棘手。你知道,它到底有没有被 price in。所以你得想清楚你想怎么玩它。

Finally, Micron Day, don't be so overly aggressive cuz you know you sometimes you get let down if you've been waiting and waiting and waiting. You know what I'm saying? Uh so we'll see.

Historically, Micron has been tricky. Like pretty damn tricky. You know, if it's priced in or not. So you have to figure out how you want to play it.

更早的记录
Drawbridge Finance发布 2026-09-30
《Webinar - Live Trading using advanced options techniques Sep 29th 11:00am PST (2:00pm EST)》
$MU看跌
预计MU在财报后下跌或表现不佳;基于需要超常利润以及历史上急涨后回落的规律,给出看空预期。

你对 Micron 的财报是乐观还是悲观?我们明天会看一下预期波动,因为他们明天会公布业绩,这很令人兴奋。

Are you optimistic or pessimistic about Micron's earnings? We will take a look at the expected move tomorrow, because they will announce their results tomorrow, and that is exciting.

我们会看 MU 指数,但鉴于财报公布日期临近,我们也会看一下 SPX 指数。

We will be looking at the MU index, but given the approaching earnings announcement date , we will also take a look at the SPX index.

Schwab Network发布 2026-09-29
《Daniel Newman on Anthropic's Value, AI Safety & MU Earnings Expectations》
$MU看涨
看好 Micron,因 AI 数据中心资本开支推动其营收与利润超预期。

我想知道你现在对 Micron 的看法,先不谈这个话题,因为它将是下一个重大考验,也是为本财报季画上句号的那一个,不是吗?他们会怎么说?

I want to know your opinion on Micron right now, moving away from this conversation, because it will be the next big test and it's the one that concludes the earnings season, isn't it? What will they say?

你看,自从 Micron 的股价还低于 100 美元以来,我们一直非常看多它。这个过程仍在继续。从现在到 2030 年,AI 数据中心的累计资本支出将达到 14 万亿美元。我认为你会看到营收超预期,以及利润超预期,将超过 31。

Look, we've been really bullish on Micron ever since its stock was below $100. This course is ongoing. We have $14 trillion in cumulative capital expenditure for AI data centers from now until 2030.

I think you will see revenue outperformance, and profit outperformance that will exceed $31.

他说在等
营收和利润相对31美元这一门槛的超预期表现
超过31美元
下一份财报财报
若超过则支撑看涨逻辑;若未达则削弱该逻辑。
更早的记录
Verified Investing发布 2026-09-29
《Yield Surge Triggers Equity Drop! Your Next Trade Setup Is Here NOW》
$MU未站边
MU 处于水平趋势线之上的突破模式;明日财报将决定其继续走高还是突破失败形成假突破。

那么,什么会推动半导体和科技板块本周走高?各位,不用往别处看,就看明天美光科技的财报。我预计,如果我们得到一份强劲的财报——我预计这会发生——那可能会带来改变。问题只是指引会有多好。

Now, what would create the semis and tech to go higher this week? Well, guys, look no further than tomorrow's earnings report with Micron. That is what I anticipate that could move the needle if we have a a robust report, which I anticipate to to occur. It's just how good is the guidance going to be.

他说在等
明天财报的结果
财报/指引强劲支撑继续上行;财报疲弱则引发假突破并导致价格暴跌
明天财报
财报强劲支撑继续上行的看涨逻辑;财报疲弱则因引发假突破并跌至平行通道底部而削弱该逻辑。
更早的记录
《Risk Warning: 5 Stocks to Sell Before It's Too Late》
$MU看跌
Micron已接近业绩峰值,利润率不可持续;鉴于未来需求与供给可能发生变化,建议部分获利了结。

但当今人工智能领域最热门的公司之一呢?它就是 Micron,一家市值 1.2 万亿美元的公司。看 Micron 的图表,很难不对其业务中正在发生的事情印象深刻。

But what about one of the most popular companies in the field of artificial intelligence today? It is Micron, a company with a market capitalization of $1.2 trillion. It's hard to look at Micron's charts without being extremely impressed by what's happening in its business.

我们来看看营业利润。如你所见,营收大幅增长,但随之而来的是什么?营业利润和毛利。这是因为该公司只是提高价格。它并没有增加所生产产品的数量,也没有增加所生产的存储器的数量,也没有增加成本,而是把这笔钱加到了净利润里。

Let's take a look at operating profit. As you can see, revenue has increased significantly, but what followed? Operating profit and gross profit. This is because the company simply raises prices.

It does not increase the quantity of products it produces, nor the quantity of memory it produces, nor does it increase its costs, but rather it adds this money to its net profits.

他说在等
毛利率趋势
从当前水平向历史均值下滑
未来几年财报
若毛利率大幅压缩,则支持看空论点
Financial Education发布 2026-09-28
《We have to make a BIG move NOW‼️》
$MU看涨
预计MU即将发布的财报和业绩指引将表现强劲。

MU 的利润表这周就要公布了。这会是一份很棒的成绩。指引也会很棒。这一点毫无疑问。我们都知道这个故事,对吧?

MU's income statement is coming out this week. This is going to be a great result. Guidance would also be great. There is no question about this. We all know that story, right?

我说的是 Micron、SanDisk、Nvidia,甚至还有了不起的 AMD。

I'm talking about Micron, SanDisk, Nvidia, and even the great AMD.

他说在等
本周发布的利润表业绩与指引
大幅超预期且指引积极
本周财报
若业绩强劲则支撑看涨逻辑;若不及预期则削弱该逻辑
更早的记录
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 .

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