Micron 仍是 AI 基础设施领域的关键参与者，强劲的盈利与营收增长支撑其看涨前景。
逐段跳播
现在我们知道 Micron 未来 3 年要卖什么价了。
Now we know what Micron is going to sell for the next 3 years.
我觉得 Micron 的优势在于它是一家总部在美国、并且在美国本土生产的公司。我们看到 Micron 的每股收益从去年的 7 美元增长到每股 240 美元。这个增速简直疯狂。
Like I think Micron has the advantage of being a US-based company with production in the US. I mean, we've seen Micron grow their EPS from, you know, $7 last year to $240 per share. It's It's It's The growth is insane.
他们的营收大概会在明年左右达到 3000 亿。所以我认为现实情况是，这仍将是 AI 建设中的一个重要参与者。
Uh their revenues were going to probably reach 300 billion in the next year or so. So, I think the reality is this will continue to be an important player in in the AI buildout.
但这其实对 Micron 伤害没那么大，因为现在的情况是，所有这些芯片的总需求要高得多。
uh but also that doesn't really hurt Micron so much because what's happening is the actual the aggregate demand for all these chips is so much higher.
是的，我们也会关注 Micron。Barron's 今天指出，他们没有从 Micron 那里得到回应，但也提到工人正在罢工。这场罢工可能即将发生，我们或许也会看到。
Yeah, and we'll watch Micron, too. Barron's noted today, and they didn't get a comment from Micron, but also that there is a strike on the workers. There that may be looming, and we may see that as well.
观察点
这个频道对 $MU 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。