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。
逐段跳播
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.
这张图表首先是美光的图表。要指出的重点是趋势现在重新向上，这很好。我们有买入信号，这很好。它从770、780左右的水平干净地反弹，这是很好的买入层。我们可能会在圣诞节前回到历史高点。
这就是我能从这张图表中读到的。非常简单。所以，这就是美光。我们想回到1250的历史高点吗？我们会在一年内达到1600吗？答案可能是。
This chart here first of all is the Micron chart. The big thing to point out basically is the trend is now back up, which is good. We have a buy signal, which is good. It bounced clean off that level four around 770, 780 level, which is good, good layer to buy. And we are going back to all-time highs probably by Christmas. That's what I can read from this chart. Very simple. So, that's Micron. Do we want to get back to all-time high of 1250? Will we go to 1600 within a year? The answer is probably.
这个比三星或美光更超卖。
This one is more oversold than Samsung or Micron.
他们正在敲SK海力士和美光的门。他们受到限制。知道这一点非常重要。
And they're knocking on SK Hynix and Micron. And they're constrained. Very important to know.
美光的共识是2028年每股收益大约171美元。然后，可能在2029年，122美元。这可能会回落。这可能是个问题，好吗？
And the Micron consensus, roughly $171 earnings per share in 2028. And then, maybe in 2029, $122. This could roll over. This could be a problem, okay?
美光是一个纯美国上市的纯玩家，价格稍高，但也会表现得非常好。你知道，像马斯克工业、特斯拉和SpaceX都在从美光购买，并且很高兴美光在未来几年给了他们分配。
And Micron is a pure play US listed little bit pricier, but also will do incredibly well. You know, you got people like Musk Industries, Tesla, and SpaceX all buying from Micron and very happy Micron has given them an allocation over the coming years.
例如，如果美光跌到500美元或600美元，所有这些计算都会改变。非常重要。
If, for example, Micron falls to $500 or $600, all this calculus changes. Very important.
关于美光，顺便说一下，截至今天，我买了SK海力士，但我持有美光已经很长时间了。所以，我想让你们知道我在两者都有仓位，但我仍然绝对客观地对你们说话，因为我不在乎你们买什么，我只是分享信息。
And a little bit on Micron here, I own, by the way, as of today, I bought SK Hynix today, but I've owned Micron for quite a long time. So, I want you to know understand I have positions in both, but I'm still talking absolutely objectively to you all because I don't care what you buy, I'm just sharing the information.
但美光仍然会疯狂增长，仍然会赚很多钱，可能2027年市盈率会是6.1。所以，不要忽视美光。它非常便宜。非常便宜。
But the Micron still will grow like hell, still making a ton of money, still maybe 2027 will have a PE of 6.1. So, don't sleep on Micron. It's very cheap. Very cheap.
好的，美光是替补，容易的美国投资，而英伟达是复利机器。
Okay, Micron the understudy, easy American play, and Nvidia the compounder.
还有一件事，美光也有一些劳工动荡。我还没有深入研究，但可能某个工厂的工会罢工会有问题。我不知道，三星、美光之类的。
One other thing, there is a Micron uh what's it? Micron? Some labor unrest as well. I haven't looked too into this, but there could be a problem there with a strike of a union in some factory. I don't know, a Samsung, Micron, whatever.
这就是今天的内存。SK海力士被加入到了我的美光持仓中。
That's memory today. SK Hynix was added to my Micron bag.
他说在等什么
这个频道对 $MU 的历次判断
InvestAnswers 在这只股票上共 2 条判断，这里只列相邻的几条。