$MU

MU

Micron Technology Inc.

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Meet Kevin发布 2026-10-01
《The Morning After Micron, Jobs Tomorrow, Iran LACKS Progress.》
$MU看跌
对 MU 持保留态度;由于 DRAM 价格压缩的影响超过低 PEG 估值的支撑,预计终端增长率将维持负值。

天哪,现在是 Micron 财报后的第二天早上。当然,这肯定是底部的顶部。现在的问题是,人们会拿它怎么办?

Oh man, it is the morning after Micron earnings. Of course, it's got to be the top of the bottom. And the question now is what are people going to do with it?

Micron 转绿太重要了。哦,太好了。Micron 转绿是非常好的。你绝不希望在这上面看到一根巨大的红色蜡烛。现在还有点早,但头四分钟,这很好。我喜欢看到这个。

Oh, Micron going green is so important. Oh, that's great. Micron going green is is uh very good. You did not want a giant red candlestick on this. It's still a little early, but first four minutes, that's good. I like to see that.

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Financial Education发布 2026-09-30
《My Top Secret Stock Portfolio Revealed‼️(NEVER shown before)》
$MU看跌
Micron当前盈利强劲,但长期前景偏空,原因是半导体周期不可持续、预计收入将在12-24个月内见顶,以及CEO大量减持内部人持股。

如果你持有任何半导体股票,比如 AMD、Nvidia、Micron 或任何这类股票,今天我有重大消息要告诉你,我们将讨论半导体股票从现在起将走向何方。

If you own any semiconductor stocks, such as AMD, Nvidia, Micron or any of those stocks, I have big news for you today and we will discuss where semiconductor stocks are headed from now on.

还有 Micron。现在,Micron,整个股市中最大的股票之一,在过去一两个小时内发布了它的财报。而我们目前从他们身上看到的令人难以置信,坦率地说,几乎是前所未有的,好吗?

There is also Micron. Now, Micron, one of the largest stocks in the entire stock market, has released its earnings report in the last hour or two. And what we've seen from them is incredible and, frankly, almost unprecedented so far, okay ?

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Verified Investing发布 2026-09-30
《Hot Jobs Data Spikes Yields: Markets Rally on Inflation Hope》
$MU看涨
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.

更早的记录
《Micron (MU) Just Reported Earnings: What's Next?》
$MU看涨
MU 是一只强劲的长期 AI 股票,营收增长迅速、技术指标高企,适合通过备兑看涨期权获取收益。

美光昨晚公布了业绩,今天它出现在我的检查器里,也就是我 Cashflow IQ 软件中由 AI 驱动的检查器。

Micron announced its results last night, and today they appeared in my checker, the AI-powered checker in my Cashflow IQ software.

然后我看到了美光的股票。“美光”向我展示了所谓的均衡点。这是我们称之为均衡点的策略,因为它是平衡的。它正好处在执行价上。相比在执行价之外或之内,你在执行价上能获得最大的回报。

and then I see Micron stock. "Micron" shows me what is called the equilibrium point. This is a strategy we call the equilibrium point because it is balanced. It is exactly at the execution price.

You get the greatest return at the execution price compared to whether you are outside or inside it.

Schwab Network发布 2026-10-01
《Cooler PCE Print Won't Offer Long-Term Relief, MU "Priced for Perfection"》
$MU未站边
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.

更早的记录
Benzinga发布 2026-10-01
《$MU Crushes Earnings, $AMZN Goes Nuclear | PreMarket Playbook | October 1, 2026》Goldman Sachs
$MU看跌
MU财报表现良好,但股价走势疲弱;高盛的中性评级限制了上行空间;说话者倾向看空,不会买入。

我们拿到了 Micron 的业绩结果。它小幅下跌。

we have the results of Micron. It's down a little bit.

今日关注焦点个股是 Micron Technology,周四盘前上涨 0.037% 037%,此前公司公布第四季度营收 542.3 亿美元,超过分析师预期的 507.5 亿美元,调整后每股收益 3342 美元,超过预期的每股 3145 美元。

Stocks in focus for today are Micron Technology was 0.037% 037% higher in pre-market on Thursday after it posted fourth quarter revenue of $54.23 billion, beating analyst estimates of 50.75 billion and adjusted earnings of $3342 per share, beating estimates of $3145 per share.

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T3 Live发布 2026-10-01
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$MU未站边
MU 财报后的价格走势异常收敛,可关注突破 1083 上方或跌破 1057 下方以寻找交易机会。

我们已经把 Micron 抛在身后了。

we have micron behind us.

如果你看看昨天 Micron 的情况,我认为 Micron 今天会很有意思。Micron 非常紧。至少它是紧的。

If you look what happened with Micron yesterday, I think Micron's going to be interesting today. Micron's very tight. Okay, so at least it's tight.

如果你做了期权操作,很可能做市商会赢。你本来不必这样做。现在他们要把权利金吸走。人们会说,你拿 MU 的财报做期权了吗?我说,没有,这些针对财报的期权操作根本不管用。但我现在肯定会关注它。

And uh if you took an option play, chances are um you the dealers are going to win. You didn't have to. Now they're going to suckle the premium. People like, "Right dog, did you take options into MU?"

I'm like, "No, these option plays for earnings are just not working." Um but I will definitely be looking at it now.

更早的记录
Jose Najarro Stocks发布 2026-09-30
《Micron Just Confirmed the AI Memory Boom Isn’t Ending》
$MU看涨
MU 估值偏低,远期市盈率仅个位数(5 倍多);强劲的盈利超预期表现,以及 HBM 价格上涨与供应受限的预期,共同支撑看多逻辑。

美光,最受关注的内存股。我想说,它是当前市场上最受追捧的半导体股之一,刚刚发布了财报。尽管交出了出色的盈利、亮眼的营收和惊人的指引,股价却一直相当稳定。

Micron, the most popular memory stock. I would say, one of the most popular semiconductor stocks on the market right now, just released their earnings report. The stock price has remained fairly stable despite delivering exceptional earnings, great revenue, and incredible guidance.

他说在等
股票回购公告
12月9日之后宣布重大股票回购计划
12月9日之后新闻稿
通过向股东返还多余现金,支持看多逻辑。
HBM新定价的落地以及毛利率的回升
随着HBM价格上涨,毛利率较2027财年第一季度水平上升
2027财年第一季度起财报
若毛利率如指引般回升,则支持看多逻辑;若持续疲软,则削弱该逻辑。
更早的记录
StockCharts TV发布 2026-09-30
《The Market Isn’t Breaking. It’s Rotating!》
$MU未站边
MU 业绩超预期但财报后股价走低;在近期突破后,关注 20 日均线能否提供支撑。

最后,我想指出,Micron 是在收盘后公布业绩的。就我所看到的,公司盈利和营收均超出预期,但该股在盘后交易中仍下跌约 7 美元,跌幅不到 1%,属于小幅回落。我建议关注 20 日均线,以防出现疲软。

看看它能否守住,因为我们最近看到 Micron 的股价表现出现了一次突破,我希望 20 日均线上的这轮上涨能够延续。

Finally, I would like to point out that Micron announced its results after the market closed. From what I 've seen, the company has exceeded earnings and revenue expectations, but the stock is still down about $7 in after-hours trading, less than 1%, which is a slight decrease.

I recommend monitoring the 20-day moving average in case of any weakness. Let's see if it holds, because we recently saw a breakout in Micron's stock performance , and I hope this rise in the 20-day moving average continues .

他说在等
价格走势相对于20日移动平均线的表现
守住20日移动平均线上方
近期日线图
守住则支持突破后的看涨延续;跌破则削弱该判断
更早的记录
Jazz Wealth Managers发布 2026-09-30
《The S&P 500's Invisible Pullback | Stock Market Update | 09/30/2026》
$MU看涨
说话者对 Micron 作为科技板块核心持仓股表达了积极看法(“非常看好”)。

美光,如果美光的财报是在收盘后公布。我在这儿。我现在还看不到,但我们明天会讨论。等财报出来,那会是最有意思的事。如果你想买入、持有或者关注它,都随你。所以,我真的很喜欢它。

Micron, if Micron's earnings report comes out after the market closes. I am here. I ca n't see it right now, but we'll discuss it tomorrow. That will be the most interesting thing when the income report comes out.

Um, if you want to or hold or keep an eye on it , whatever. So, I really like it.

InvestAnswers发布 2026-09-30
《📊 What a "Green" September ACTUALLY Means for October (21 Charts)》
$MU看涨
MU 值得买入;强劲的业绩(营收 54.2B,利润率 87%)支撑 1600 美元的目标价。

纳斯达克的大动作将由 Micron 今晚收盘后的财报推动。事实上,市场刚刚收盘。我们将在这里密切关注 Micron,看看它会怎么做。我已经打开了 Micron 图表,我们会打开侧边栏,看看是否有任何疯狂的波动。哦,它下跌了。这不好。不好。

the big move in the Nasdaq will be driven by Micron's earnings tonight after the close. In fact, the market has just closed. We will be watching Micron closely right here to see what it does .

I've opened the Micron chart and we'll open the sidebar to see if there's any crazy movement. Oh, it's dropped. This is not good. Not good.

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