$MU

MU

Micron Technology, Inc.

本窗口内的全部观点与内容

截至 09-06
09-05
Steve Miller发布 2026-09-05
US Stock Market Setting Up For Strong Q4? SPX & NDX Cycle & Chart Analysis With Projections
$MU看涨
预测美光(MU)走势强劲,在1000美元价位将显得便宜。

当你看到像美光这样的公司时,它目前的交易价格是其盈利的21倍。当你看到未来盈利时,由于对下个季度甚至明年初的盈利预测,它的市盈率高达约六倍,这高得令人难以置信。

When you look at a company like Micron, it is currently trading at 21 times its earnings. When you look at future earnings, it's trading at an incredibly high price-to-earnings ratio of around six , due to earnings forecasts for the next quarter and even early next year.

这将吸引买家,事实上,你会看到美光今天上涨了50美元,呈现出明显的上升趋势。

This will attract buyers, and indeed, you see Micron up by $50 today in a clear upward pattern that we are seeing.

当我看到美光时,我看到了巨大的实力,而且信不信由你,在1000美元的价格上,这只股票对投资者来说会显得非常便宜。

When I look at Micron, I see great strength, and the stock will look very cheap to investors at $1,000, believe it or not .

更早的记录
Parkev Tatevosian, CFA发布 2026-09-05
3 Undervalued AI Stocks You Can Buy With 40% Upside or More
$MU看涨
美光被低估,由于云资本开支繁荣和长期供应协议降低周期性,其股价有超过56%的上涨空间至1473美元。

下一只具有显著上涨潜力的AI股票是美光。我计算出该公司的公允价值为1473美元。当前市场价格为941美元。因此,考虑到这一差异,我计算出美光在未来12至18个月内潜在上涨超过56%。

The next AI stock with significant upside potential is Micron. I calculated the fair value of this company at $1473 . The current market price is $941. Therefore, considering this difference , I calculate a potential upside of over 56% for Micron over the next 12 to 18 months.

美光明显的上涨因素是来自美国超大规模云计算公司的资本支出热潮。这些公司如亚马逊、微软、Alphabet和MetaPlatforms,它们将在2026年合计花费超过8000亿美元的资本支出。

他说在等
季度财务业绩公告
为AI行业提供更多清晰度
9月底财报
将为论点有效性提供进一步信息
PREPARE FOR TUESDAY‼️ #AMD #MU #AAPL #NVDA #MSFT #XOM #KMI #BP #BKR
$MU未站边
MU有买入信号但面临阻力,动能不足难以突破。

那将是美光。买入信号在那里,但它们面临阻力区域,你可以看到它们在努力。她非常努力,我试图在10分钟或更短时间内完成这个,但我没有成功。我没有成功,但没关系。我们已经非常接近了。

她正努力突破这个区域,但她似乎没有足够的动力这样做。所以,其他的是9分中的6分。美光(MU)是9分中的6分。

That one would be a micron. Buy signals are there, but they are facing a resistance zone, and you can see that they are trying hard. She's trying really hard, and I'm trying to finish this in 10 minutes or less, but I haven't succeeded. I didn't succeed, but that's okay. We've gotten very close. She is trying hard to break into this area, but she does not seem to have enough momentum to do so. So, six out of nine others are here. And micron (MU) is six out of nine.

更早的记录
Steve Miller发布 2026-09-05
askSlim Market Week "Live"
$MU看涨
MU显示出强劲的技术面和低远期估值;预计在1000美元时显得便宜。

现在,如果你看估值,嗯,市场处于疯狂的估值水平。当我看整个市场时,当你看像美光这样的股票时,美光的交易价格是21倍。

Now, if you look at valuations, well, the market's at a crazy valuation. When I look at the overall market, when you look at something like Micron, Micron's trading at 21 times

当你看像美光这样的股票时,美光目前的交易价格是盈利的21倍,当你看到远期盈利时,由于对下一季度和明年初的盈利预测,它的交易价格大约只有6倍的市盈率。

When you look at something like Micron, Micron's trading at 21 times earnings right now, when you look at forward earnings, it's trading at incredibly about a 6PE because of the projections for earnings uh into the next quarter and into early next year.

事实上,你会看到美光今天上涨了50美元,处于一个相当看涨的形态中。

And a matter of fact, you see Micron is up $50 today in what is quite a bullish pattern that we see.

当我看美光时,它告诉我,哇,那里有很多强势。而且该股在1000美元时对投资者来说会显得非常便宜,信不信由你。

When I look at Micron, it says to me, boy, there's a lot of strength there. And that stock is going to look very cheap to investors at $1,000, believe it or not.

更早的记录
09-04
Stock Market Mentor发布 2026-09-04
Here's your trade on Micron ($MU)....AND...SanDisk ($SNDK)
$MU看涨
对MU的看法由看空转为看多,因其在VWAP上方企稳;预计约25天内财报公布前价格将达到1200。

我们关注的股票之一是SanDisk,还有Micron。我们当时在谈论SanDisk和Micron。我当时说,基本上,有一些事情正在发生。我不想用所有细节来烦扰你们,但这确实不是你们想要待的地方。

One of the stocks we were looking at was SanDisk and also Micron. We were talking about SanDisk and Micron. And I was saying, basically, there are some things that are happening. I won't burden you with all the details, but it's not really the place you'd like to be .

所以,我想可能甚至在10点之前,在我对SanDisk和Micron给出某种看跌预测之后。说实话,各位,我不认为这真的是你们想要待的地方。

So, I think it might even be before 10:00, after I gave some kind of bearish forecast for Sandisk and Micron. Honestly, guys, I don't think this is really where you'd like to be .

他说在等
周二的价格走势
继续上涨
下一个交易日(周二)收盘
支持对该交易“全仓”;若未能上涨则削弱
Steve Miller发布 2026-09-04
askSlim Market Week 09/04/26 - Analysis of Financial Markets
$MU看涨
MU表现出强势,呈看涨形态;远期市盈率低(约6)对比当前(21)吸引买家,表明价格有可能达到1000美元,届时仍显得便宜。

当你看像美光这样的股票时,美光现在的交易价格是盈利的21倍。当你看远期盈利时,由于对下一季度和明年初的盈利预测,它的交易价格大约只有6倍市盈率,这非常便宜。那将吸引买家。事实上,你会看到美光今天上涨了50美元,处于一个相当看涨的形态中。

When you look at something like Micron, Micron's trading at 21 times earnings right now. When you look at forward earnings, it's trading at incredibly about a 6PE because of the projections for earnings uh into the next quarter and into early next year. That's going to bring buyers in. And a matter of fact, you see Micron is up $50 today in what is quite a bullish pattern that we see.

当我看美光时,它告诉我,哇,那里有很多力量,而且那只股票在1000美元时对投资者来说会显得非常便宜,信不信由你。

When I look at Micron, it says to me, boy, there's a lot of strength there and that stock is going to look very cheap to investors at $1,000, believe it or not.

T3 Live发布 2026-09-04
DELL: Where It’s Headed Next LIVE with David Prince
$MU未站边
MU正在紧密盘整,波动率压缩,预计很快会有大幅突破,但目前方向未知,买入前需确认。

对不起。我在看美光试图突破,我不想错过它。

I'm sorry. I'm looking at micron trying to break out and I don't want to miss it.

你提到你在关注美光。我确实想谈谈内存领域。你知道,在英伟达上周的报告之后,然后戴尔这周,硬件、芯片制造商等表现非常好。美光也是一家芯片制造商,但你知道,更多是在内存方面,而不是计算方面。

You mentioned you're you're watching Micron. I do want to talk about the memory space. Uh you know after Nvidia's report last week and then you know Dell this week the the hardware the chipmakers etc are doing really well. Micron also being a chipmaker but uh you know more on the memory side than the the computing side.

但是,内存领域在街上是很明显的事情,对吧?它们有多紧张。但是,当波动性像那样压缩再压缩,下一个走势必然是巨大的。我希望是向上的,因为我们很多人做多,但有时是向下的。压缩仅仅意味着更大的走势即将到来。

他说在等
价格突破窄幅区间
压缩后向上或向下扩展
未来几周市场价格走势
确认压缩导致巨大波动的论点;缺乏波动则削弱紧迫性
更早的记录
09-03
InvestAnswers发布 2026-09-03
IA13: Which Memory Stock To Buy? 🧠 SK Hynix vs Samsung vs Micron
$MU看涨
美光被低估,具有高增长潜力和强劲的客户需求,但面临罢工风险和未来每股收益共识下调的风险。

美光有点像对美国友好的选择。我们在i13早期就买入了,它一直表现强劲,做得非常好。看起来它可能从美光那里夺取了一点市场份额。

Now, Micron is kind of like the American-friendly play. We got into that early in the i13, and it's been on a tear. It's done very well. and it looks like it took a little bit of market share maybe from Micron.

美光,1.07万亿。美光是13倍。美光是6.1倍。简直疯了。美光上涨50%。但美光很容易从我长期提到的1600美元翻倍。美光增长迅速,达到85%。

Micron, 1.07 trillion. and 13x for Micron. and Micron, 6.1x. Absolutely nuts. and 50% on Micron. But Micron could easily double from you to 1,600 bucks that I've spoken about for a long time. Micron is growing fast, 85%.

谁来制造内存?答案是像美光和SK海力士这样的公司。现在,让我们看看华尔街对美光的目标价。1556,差不多1600美元。考虑到今天的价格在1000美元以下,接近900美元,这还不错。所以,你有65%以上的上涨空间。

And who gets to build the memory? The answer is companies like Micron and SK Hynix, etc. Now, let's look at some These are Wall Street targets for Micron. 1556, call it 1,600 bucks. Not bad, considering the price today is, you know, under 1,000, closer to 900. So, you get 65% plus upside.

他说在等
2028/2029年每股收益(EPS)共识更新
EPS如预期般回落(2028年为171美元,2029年为122美元)
未来财年分析师报告/财报电话会议
如果回落如预期发生则削弱长期估值论点;如果增长持续超出当前共识则支持该论点
工厂潜在罢工或劳工动荡的解决情况
罢工发生或在无重大干扰下得到解决
近期公司新闻/监管文件
如果生产受到重大干扰则削弱看涨论点;如果顺利解决则支持该论点
更早的记录
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