MU 是强力买入标的；代理式 AI 带来永久性的存储需求，而该股仍被低估，前瞻市盈率低于 8。
逐段跳播
而 Micron 是存储交易中的美国一方，占据 HBM 市场 18% 的份额以及整体 DRAM 市场 23% 的份额。其营收同比增长超过两倍，并将在 9 月底发布财报。这将是 Astro 发布以来的第一场存储财报电话会议，使其成为 AGI 时代算力需求的一个良好领先指标。所以请关注我对此的报道。
And Micron is the American side of the memory trade with 18% of the HBM market and 23% of overall DRAM. Their revenue more than tripled year-over-year and they report earnings at the end of September. This will be the first memory earnings call since Astro was announced, making it a good leading indicator for compute demand in the era of AGI. So stay tuned for my coverage on that.
尽管这两只股票今年迄今已经大幅上涨，它们的预期市盈率仍低于八倍。这是因为华尔街仍将存储需求视为周期性的。但我所研究的一切都表明，Agentic AI 使这一需求成为永久性的，这意味着存储股仍然是不靠运气就能致富的绝佳途径。
Even though both stocks are up huge this year already, they still trade at a forward price to earnings ratio of under eight. That's because Wall Street still treats demand for memory as cyclical. But everything I've researched says that Agentic AI makes that demand permanent, which means memory stocks are still a great way to get rich without getting lucky.
Micron 和 SKHEX 合计生产了全球约 68% 的高带宽内存。
Micron and SKHEX make about 68% of the world's high bandwidth memory combined.
观察点
这个频道对 $MU 的历次判断
Ticker Symbol: YOU 在这只股票上只有这一条判断。