$MU

MU

Micron Technology Inc.

本窗口内的全部观点与内容

截至 10-02
Verified Investing发布 2026-10-01
《Yields Hit Banks as Head & Shoulders Patterns Trigger》
$MU看涨
MU短期偏正面;守住整理趋势线并收于区间顶部附近,关注缺口回补与新高,上方仍有空间。

这是在 MU 财报没有令市场崩盘的背景下发生的。它上涨了。它们只是小幅上涨,这让其余的其他半导体和 AI 科技股得以在图表上进一步走高。大家松了一口气,因为 MU 没有在财报上被打垮。

That's on the back of MU earnings not collapsing in the market. It pushed up. They did so slightly which allowed the rest of the other SIM and AI tech plays to just push up higher on the charts. breathe a sigh of relief that MU didn't get knocked on its earnings report.

好,MU。这是一家大公司。今年随着 AI 数据中心的建设,它一路这样上涨,确实引发了大量兴奋情绪。各位,如果你们还没意识到,伙计,这一直是所有电脑成本上升的一个关键驱动因素。如果你打算在假日季买一台新电脑,要当心。

内存价格简直已经失控。不过,还是回到 MU。对 MU 以及包括我自己在内的许多投资者来说,关键的一点是这条水平趋势线,它把价格与我们 6 月创下的峰值高点分隔开来。你可以看到,价格在这个水平 1,35.50 美元处多次尝试走高都被压制住了。

今天我们的确跌破了那个水平。而我们收在哪里?收在这个盘整区间的上沿附近。所以这至少让它在短期内偏正面,这也是半导体板块走高的原因,也是许多其他 AI 和科技股继续走高的原因,因为 MU 没有破位下行。

那么,它接下来能走到哪里?我们这里明显有一个缺口待回补。但各位,如果我把这条上升趋势线拿掉,让我画一条平行通道。我认为这说明了我们可能走到哪里,尤其是当图表创出年内新高或任何近期新高时。

我们能走到哪里?因为我们不会在每一张图表上都止步于历史新高,但我们在这里清楚地看到,如果我们继续上行,50% 区域,也就是平行通道,很可能是我已经指出的缺口回补和历史新高之外的下一个关键阻力。

至于它何时到达那里,那是另一个问题,但正如你在这里看到的,这条线延伸出去,对 MU 来说会越来越高、越来越高。所以,今天的好消息是,我们仍处于上涨状态,仍在这个盘整区间内,盯着下一个潜在的缺口回补,如果 MU 这波行情再次点燃,上方还有很大的空间可走。

All right, MU. This is a big company. It it's really had a whole bunch of excitement this year rallying up the way it has with the AI data center buildout. And guys, if you haven't recognized, man, this has been a key driver in the increase of cost for all the computers.

Beware if you're going to be shopping for a new computer over the holiday season. Memory prices have literally gone out of control. But anyway, back into MU. The key thing for MU and a lot of investors including myself were watching was this horizontal trend line separating price from the peak highs that we had back in June.

And you can see price was capped for several attempts to go higher right here at this level at $1,35.50. Well, today we did trade underneath that. And where did we finish? Up near the top range of this consolidation.

So that leaves it at least near-term positive, which is also why the semis pushed up higher, which is why a lot of other uh um AI and tech plays continued to push up because MU did not break down.

Now, where can it go next? We've clearly got a gap fill right here. But guys, if I take away this inclining trend line, let me draw a parallel channel. I think this illustrates where we could go, especially when charts are making new highs on on their uh on the year or just on any near-term making new highs. where can we go?

Because we're not just going to stop at all-time highs on every single chart, but we cleanly see here if we were to continue to march up, that 50% area, the parallel will likely be the next key resistance beyond what I already identified, the gap fill and the all-time high.

Now, when it gets there is another question, but as you can see here, that line extends and gets higher and higher and higher for MU. So, positive news though, takeaway today. We are in the green still in this consolidation eyeing the next potential gap fill with a lot of overhead room to run if this MU play catches fire again.

更早的记录
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.

更早的记录
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 ?

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
Benzinga发布 2026-10-02
《Futures Rise Ahead of September NFP, Oil Drops Nearly 4% | PreMarket Playbook | October 2, 2026》
$MU看涨
长期来看,Micron的上行潜力大于下行风险。

Micron,你们昨天交易 Micron 了吗?因为那是一趟史诗级的旅程。我们从开盘钟声就开始看它。昨天谁在这里?如果你昨天在这里,说一声我。我们看着 Micron 开盘,大概在 1050。

它一路爬到 1070。然后它跌到 1022。然后它一路推到 1095,在那里收盘。

Micron, did you guys trade Micron yesterday? because that was that was an epic ride. We watched it from the opening bell. Who was here for it yesterday? Say me if you were here for it yesterday.

We watched Micron open uh what was it around 1050. It climbed all the way up to 10 1070. Then it dropped down to 1022. and then it pushed all the way to 1095 uh where it closed.

更早的记录
Chip Stock Investor发布 2026-10-02
《Micron's Biggest Story Isn't Memory, It's U.S. Treasuries》
$MU看涨
MU 的存储供应已售罄至 2028 年;庞大的资产负债表现金为未来周期性下行构筑了盈利底部,标志着一次结构性的积极转变。

这张图表是在Micron刚刚发布2026财年第四季度财报后更新的,看看利息和投资收益那一栏的巨大跃升,以及它对每股收益的影响。

This is a chart updated right after Micron's Q4 fiscal 2026 report just a little while ago, and look at that huge jump in interest and investment income and its effect on earnings per share.

我们还没有每股自由现金流的数据。Micron尚未提交2026年年报,但我们会讨论这个问题。我们来谈谈Micron。这显然又是一份符合预期的非常好的财报。

We don't have free cash flow per share yet. The 2026 annual report hasn't been filed yet by Micron, but we're gonna be talking about this. Let's talk about Micron. It was, again, obviously, and as expected, a very good report.

他说在等
长期投资在下个季度再次翻倍
从超过300亿美元的水平翻倍
下个季度财报
支持持续大规模现金创造和利息收入增长的论点
Parkev Tatevosian, CFA发布 2026-10-02
《Eight Years, Hundreds of Companies, Thousands of Quarterly Reports, I Have Never Seen This Before》
$MU看涨
MU 被低估,值得买入;当前的低估值(5.86 倍远期市盈率)提供了上行空间,尽管市场对其利润率的可持续性存有疑虑。

美光的季度财务业绩与股价反应之间的对比,正是普通人会对股市感到困惑的典型例子,他们会惊讶地想:“这世界到底怎么了?”

Micron's quarterly financial results compared to the stock price reaction are a prime example of why ordinary people are confused about the stock market, wondering in amazement, "What's going on in the world here?"

我这么说的原因是,美光在刚刚结束的季度报告了542亿美元的营收,几乎是去年同期110亿美元营收的五倍。因此,营收和销售额与去年同期相比增长了近五倍。

The reason I say this is that Micron reported revenues of $54.2 billion in its recently ended quarter, which is almost five times the revenue in the same quarter last year when it reported $11 billion.

So, revenues and sales have increased almost fivefold compared to the same period last year.

更早的记录
Dividend Data发布 2026-10-01
《Micron is a Value Stock. You've Been Lied To.》
$MU看涨
MU 因当前盈利高企、远期市盈率仅 6.8 倍而被视为被低估的“价值股”,AI 需求提供支撑,但若供给超过需求,未来利润率存在被压缩的风险。

这就是 Micron,一家市值 1.2 万亿美元的半导体公司,正受益于当前 AI 数据中心的建设。而它的市盈率只有 2027 年盈利的 6 倍。

This is Micron, a $1.2 trillion semiconductor company that's benefiting from the current AI data center buildout. And it's only trading at 6 times 2027 earnings.

所以今天我要深入讲讲,为什么 Micron 的市盈率只有明年盈利的 6.7 倍,以及为什么尽管过去 5 年上涨了 1,400%、过去一年上涨了近 500%,按盈利来看这只股票今天实际上反而更便宜了。

So today I'm going to dive in why Micron is trading at 6.7 times next year's earnings and why despite going up 1,400% over the past 5 years and nearly 500% over the past year, the stock is actually cheaper today based on its earnings.

Schwab Network发布 2026-10-01
《NVDA, MU, INTC & Other Names Ivan Feinseth Sees Leading Generational Tech Cycle》
$MU看涨
Micron因营收与利润增长强劲,且在面向AI模型的高带宽/压缩内存领域处于领先地位,是值得推荐的持仓。

我很想了解你对 Micron 最新财报的总体印象。它们持续增长;本季度的表现令人难以置信。营收增长超过 250%,利润增长超过 800%。它们继续以惊人的速度增长,以满足对其创新存储器的需求,尤其是高带宽和压缩存储器。从而满足更大模型和更精细推理流程的要求。

I am interested in knowing your general impressions of Micron's latest earnings results. They continue to grow; their performance this quarter has been incredible. Revenues increased by more than 250%, and profits grew by more than 800%.

They continue to grow at an astonishing rate to meet the demand for their innovative memory, especially high-bandwidth and compression memory. Thus, to meet the requirements of larger models and more detailed inference processes.

更早的记录
Mark Roussin, CPA发布 2026-10-01
《Micron Just CRUSHED Earnings — Is MU Stock a BUY?》
$MU看涨
MU 基本面因 AI/HBM 需求而强劲,但估值偏高,仅在回调至约 950 美元时买入。

美光刚刚公布了财报,我并不是随便用“横扫”这个词,那些数字确实非常惊人。美光刚刚公布了542亿美元的季度营收。这相比仅仅一年前增长了约380%。

Micron just announced its earnings, and I'm not simply using the word "sweep," but those numbers were truly phenomenal. Micron has just announced quarterly revenues of $54.2 billion .

This represents an increase of approximately 380% compared to what it was just one year ago.

调整后每股收益达到33.42美元。如果你觉得这些数字已经很亮眼,那就等着看美光告诉我们的下一季度情况——管理层预计营收约为615亿美元,调整后每股收益为38.15美元。

Adjusted earnings reached $33.42 per share . And if you think those numbers are impressive, wait until you see what Micron has told us about the next quarter, where management is forecasting revenue of around $61.5 billion and adjusted earnings per share of $38.15.

《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.

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.

更早的记录
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
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.

看这只股票的全部记录