MU 全部观点

更早于 2026-08-13回到最新

MU 这一页 4 条观点条目,其中 0 条方向发生变化。

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Brian Shannon发布 2026-08-21
Stock Market & Crypto Analysis for Week Ending 8/21/26
$MU未站边
MU处于回调中,尚未准备好反弹;需要进一步向支撑位洗盘后才能上涨。

与此同时,美光也在做我们希望它做的事情。它已经回落,但还没有完全到达 20 日均线,也没有完全到达 Leo 锚点。

Meanwhile, um Micron also uh you kind of doing what we want it to do. It's pulled back down not all the way to the 20-day moving average, and not quite to the Leo anchor as well.

我希望看到它向那个方向震荡下行,然后回升到这里,准备好继续上涨。我认为它还没有完全准备好上涨。我们拭目以待。

I'd love to see it kind of shake out down towards there, then get back up in here and get ready to go. I don't think it's quite ready to go yet. We'll see.

Adam Khoo发布 2026-08-21
How to Know if a Stock is Cheap or Expensive? Part 2 of 2
$MU未站边
美光科技是周期性股票,估值不确定(范围556-1016美元);作为长期投资者应避免,但可进行短期交易。

现在让我们看看另一种非常不同类型的股票。一个非常受欢迎的是美光,股票代码为MU。所以如果你看美光,问题是如何估值这只股票?再次,你使用哪种方法?我们能否使用贴现自由现金流方法,这是我最喜欢的?

我们不能,因为这家企业没有持续增加自由现金流或持续增加经营现金流的记录。

Now let's take a look at another very different type of stock. One that's very popular is micron ticker symbol MU. So if you look at micron the question would be how do you value the stock? Again, which method do you use? Can we use the discounted free free cash flow method, which is my favorite? We cannot because this business doesn't have a history of consistently increasing free cash flow or consistently increasing cash from operations.

那么,如果我们查看财务数据,点击财务数据。同样,你可以查看柱状图或折线图,随你选择。所以,看看这里。看橙色的经营现金流历史。它上升,下降,上升,下降,现在一路升到那里。所以,它现在处于高位。因此,它非常不稳定。它非常周期性。

So, if we look at the financials, click on financials. And uh again, you can look at the bar chart or the line chart, up to you. So, uh take a look over here. Look at the history of the operating cash flow in orange. It goes up, it goes down, it goes up, it goes down, and now it's all the way up there. So, it is at a high right here. So, it is very inconsistent. It is very cyclical.

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$MU看涨
市场低估了MU的资产负债表实力,因其从2倍杠杆转向1倍净现金。

即使在今天,你也可以将其应用于美光等内存组件公司。我认为那是不同水平的创纪录利润。但我会看着他们说,嘿,我认为市场错过了资产负债表有多好,对吧?这些家伙一直以2倍杠杆运营,现在他们以1倍净现金运营。

然后发生的事情是,是的,但他们这样做是因为黄金时期的利润,当利润下降时,他们只是有这些巨大的现金池闲置。

And and even today you could apply it to the Microns of the world in the memory components though. You know, I think that's a different level of record profits. But I would look at them and say, "Hey, I think the market's missing how good the balance sheets are, right? These guys have always run with like 2x leverage, now they're running 1x net cash. And then what ended up happening was, "Yeah, but they were doing it cuz of like kind of primetime profits, and when the profits fell out, they just had these huge cash pools sitting around."

Financial Education发布 2026-08-13
This stock will go to $1,000‼️
$MU看涨
MU在未来几个月内有可能升至1000美元以上或突破其历史高点(约1200美元),但说话者拒绝将其作为短期赌博进行交易。

有一只股票,叫美光,对吧?大型内存芯片公司之一。所有这些内存芯片公司在过去几个月都受到了打击,对吧?它们都在几个月前见顶,然后一直受到打击。所以我最近在看这只股票,它从高点下跌了30%。

There's a stock. It's named Micron, right? One of the big memory chip companies. All these memory chip companies have been getting hit the last couple months, right? They all peaked a couple months ago and they've all been getting hit. And so M MU I was looking at the stock recently and it's down 30% from highs.

现在,如果你对MU有所了解,你知道这是一家周期性公司,但你知道他们未来几年会赚大钱,对吧?所以这只股票最近跌得很厉害,以至于我开始对可能对MU做短期操作产生了兴趣,对吧?

Now, if there's one thing you know about MU, you know there's a cyclical company but you know they're going to be making fortunes of money the next few years, right? And so the stock got hit so hard recently that I started even getting interested in potentially making a short-term move regarding MU, right?

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