$MU

MU

Micron Technology Inc.

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截至 10-01
10-01
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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09-30
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.

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10-01
《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.

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Schwab Network发布 2026-10-01
《MU Earnings Continue Bullish AI Memory Demand, Analysts Back Bull Case》
$MU看涨
MU 前景强劲,但在实现轻松获利后,预计回报将逐步释放,而非加速增长。

我们来看一下美光的股价走势图。鉴于我们昨天收到了财报,业绩非常出色。然而,目前股价已下跌2.5%。很明显,自年初以来我们看到了三位数的涨幅。我们在11月见顶,或者我该说是6月。在这些业绩公布之前,股价基本处于横盘状态。

Let's focus on the Micron stock chart. Given that we received the earnings results yesterday, they were amazing. However, we are down 2.5 percent now. It is clear that we have seen this triple-digit increase since the beginning of the year.

We reached the peak in November, or should I say in June. We were trading largely sideways before these results were released.

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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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Verified Investing发布 2026-10-01
《Yields Stall Triggering Market Jump, Bullish Bias Remains, Micron Earnings Moves And Top Trades》
$MU看跌
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.

他说在等
工厂新增内存芯片产能陆续投产
供应增加导致利润率承压
1至1.5年内行业供应数据或财报
若利润率降至10-20%附近,则支持看空逻辑;若供应持续紧张,则削弱该逻辑
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