$MU

MU 基本面强劲且近期表现领先,但正处于盘整阶段,等待当前图形形态给出方向性突破。

The Big 3: MU, ORCL, AAPL
Schwab Network发布 2026-09-11 · 13 段内容
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13 段内容
2:546:55

是Micron。听着,无论从年初至今还是同比来看,这只股票都是一个大赢家。不过对Micron来说,有时走势可能会很颠簸。

It's Micron. Listen, this one has been a huge outperformer whether we're talking about it on a year-toate or yearoveryear basis. Uh at times it can be bumpy though for Micron.

我的意思是,如果这只股票不出问题,或者说只要它不出问题,你就继续持有。去年到今年我们经历了那波大幅上涨,然后又在夏季出现了那个低点。我们基本上就是横盘震荡、方向不明,但在我看来,我认为这正在积聚压力,为下一次突破做准备。

I mean if the stock does no wrong or if it does no wrong you stay long. we had that massive runup last year into this year and then we kind of had that summer low. You know, we just kind of chopped sideways undecided, but to me, I just think that that's building up pressure uh for the next breakout.

我很喜欢这些股票这样,我的意思是,它们可能有点跑得太远、太快了,尽管基本面和业务都支持它,然后它们就得稍微盘整一下,消化一下,把新的买家带进来。

I love when these stocks, you know, I mean, again, they get ahead of themselves maybe a little too far, too fast, even though the fundamentals and the business support it and then they got to consolidate a little bit, kind of digest and, you know, bring new buyers in.

我就看看,你知道,就内存来说。我的意思是,我之前提到过,就像我现在正在用的这台 MacBook,我买在了对的时机。同一款 MacBook,因为内存成本上涨了大约 2000 美元。

我的意思是,他们根本造不够。他们真的造不够。我的意思是,Micron 能卖的都卖光了。

And I just look at, you know, with memory. I mean, again, I I I've mentioned, you know, like this MacBook that I'm talking on right now, I bought it at the right time. The same MacBook because of the cost of memory went up like $2,000. I mean, they can't make enough. They literally cannot make enough. I mean, Micron is selling everything they can.

然后今天早上其实看到一条很酷的新闻。我的意思是,他们的业务做得很好。我记得他们给了,这话别当真,我记得台湾的每一位员工都拿到了大约 30000 美元的奖金和股票期权。我的意思是,显然 Micron 就像在说,我们的生意很火爆,我们要给员工发钱。

And then actually saw a cool headline this morning. I mean, their business is doing well. I think they gave, don't quote me on this, I think every single employee in Taiwan got like a $30,000 bonus and stock options. I mean, obviously Micron is like, "Our business is booming. We're gonna pay our employees."

做 AI 就需要内存,猜猜谁生产了大部分。最大的厂商之一就是 Micron。有时候很难看出这些供应紧缺的影响。如果你在 Amazon 上找一样简单的东西,比如一个 U 盘,你就能看到价格已经大幅上涨了。

You need memory to do AI and guess who makes most of it. One of the biggest is Micron. Sometimes it can be hard to see the effects of these supply crunches. If you look for something as simple as a flash drive on Amazon, you can see that uh the prices have gone up significantly.

但看我们的图表,这里可以看到一个挺有意思的情况,因为在 6 月 24 日上一次财报事件期间,我们出现了一波大涨,把我们推高到 1255,但在这里很快就消散了。

But we can see here when we look at our chart, uh kind of an interesting situation because during our last earnings event on June 24th, we had a big pop that took us up to 1255, but it dissipated very quickly here.

再看上行方向,我们有一个位于 1123 到 1097 之间的缺口需要考虑。那是一个重要的点位,目前还没有被回补。所以那可能是多头在上行方向关注的一个区域。

Now to the upside, we had this gap level to consider between 1123 and 1097. uh that was a uh important point that has not yet been filled here. So that could be an area that the bulls may be watching for the upside.

我们在 1035 附近也有一道反复出现的顶部。在更短期的层面上,这里形成了一个小缺口,我们的绿线在 960 附近。这里还有一个大致与一些相对低点吻合。在 8.97 附近没有完全回补。

然后这里还有一个缺口被跌破,但很快在 780 收复了。

We also had a repeated ceiling here near 1035. In the more uh short term, we had a small gap that formed here, our green line near 960. Another one here that roughly matched up with some relative lows. Didn't quite fill it near about 8.97. And then another gap here that was breached, but uh quickly recovered at 780.

我们这里的主导形态,也就是我们蓝色的上升趋势线被跌破了。此后它让位于一个三角形形态,位于我们两条白线之间,彼此收敛。一条向上,一条向下。这里也接近该形态某种结论的出现。所以,如果我们确实突破其中一条线,就要留意方向性突破的形成。

Our prevailing pattern here, our blue upward sloping trend line was broken. That has since given way to a triangular shape here between our two white lines converging toward each other. One pointing up, one pointing down. Getting close to some kind of conclusion of that pattern as well here. So, be on the lookout for a directional breakout to take hold if we do breach one of these lines.

我们今天正跌破 5 日指数移动平均线,深蓝色那条现在大约在 9.85。我们似乎也接近触及青色那条 21 日 EMA。那条大约在 960。所以那也大致与我们的趋势线汇合。因此这更加强调了它作为一个潜在跌破点的意义。

We are slipping below our 5-day exponential moving average today in dark blue coming in at about 9.85 right now. We also seem to have uh come come close to touching our 21-day EMA in teal. That one is at about 960. So uh that also is roughly in confluence with our trend line. So that points to greater emphasis on it as a potential breakdown point.

RSI 目前仍呈上行趋势,但我们今天似乎正处于突破我们绿色趋势线的边缘。今天时间还早。很多事情都可能发生,但目前看来这可能正在开始形成。所以也要留意 RSI 跌破 50。

RSI still trending upward for for now, but we seem to be on the verge of breaking through our green trend line here today. The day is still pretty young. A lot could happen, but uh for now it seems like that could be starting to develop. So look for RSI to dip below 50 as well.

近几天我们看到的大部分交易活动都发生在大约 875 到 95 之间。这里是一个稍大的区间,但根据我们的成交量分布研究,那是一个非常明显的节点。所以,基于我们这里能看到的交易活动,一个重要的需要向上突破的区域就是 1000 美元这个关口。

Much of the trading activity that we've seen in recent days has been between about 875 to95. A bit of a a larger range here, but uh that's where a very pronounced node is according to our volume profile study. So an important area to cross above would be that $1,000 mark uh based on the trading activity we can see here.

这个频道对 $MU 的历次判断

Schwab Network 在这只股票上共 2 条判断,这里只列相邻的几条。

2026-09-11本条
是Micron。听着,无论从年初至今还是同比来看,这只股票都是一个大赢家。不过对Micron来说,有时走势可能会很颠簸。
2026-08-31看涨
美光也是另一个例子。我们谈了很多关于美光的事,但在 DRAM 和 HBM(高带宽内存)这个瓶颈上存在大量被压抑的需求。我们谈到了我们预计明年的资本支出。只有少数几家公司能够生产所需的企业级芯片。美光就在这个名单上,并且预计将获得这笔支出的很大一部分。
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