$MU

MU短期处于窄幅区间,但长期看多论点目标价为一年内1,500美元,且第四季度表现强劲。

看涨他说的是几个月内
《TA Masterclass: AI Don’t Care: Q4 Setup Looks Explosive》
InvestAnswers发布 2026-09-16 · 4 段内容
04:08/ 打开原视频

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4 段内容

现在它略微下跌,但记住QQQ是由Nvidia、Tesla、Micron这些名字驱动的,这才是你需要关注的,才能理解这东西要往哪走。

Right now it is slightly down but remember the QQQ is driven by Nvidia Tesla Micron all those names and that's what you need to look at to understand where this thing is going.

Tesla、SpaceX与Micron有内存方面的协议。我不知道他们是否与SKH有协议,但我确实知道Terraab、Tesla、SpaceX正与Intel就Terraab合作,这可能是为未来补充额外内存的一种方式。

Tesla, SpaceX have a deal with Micron for memory. I don't know if they have a deal with SKH, but I do know Terraab, Tesla, SpaceX are working with Intel for the Terraab and this could be a way of shoring up additional memory for the future.

另一个内存标的股是Micron。Micron上周确实说过要从超买状态均值回归,它也确实这么做了。我们有了卖出信号。还没有买入信号,但话说回来,这是一个非常窄的小区间。试着在这里画一条线,标出这个回到8月初的小区间。

它不喜欢跌到920美元以下。每次触及这个水平,它就回到1000多,然后又卖回去。所以,Micron在这里有一个超级窄的小区间。它会维持多久,我不知道。但如果你是做日内交易的,这大概是个好玩的日内标的。

你知道,920买,1000卖,920买,1000卖。过去四五周里你本可以这么做三四次。不会有突破。但我确实相信它一年内会到1500美元,而且第四季度也会很棒。

The other memory play is Micron. Uh, Micron did say was mean rever reverting from an overbought last week and it did just that. We have the sell signal. No buy signal yet, but again a very tight little range.

Try to draw a little line here of this little range here going back to beginning of August. It doesn't like going below 920 bucks. Every time it hits this level, it goes back up to a,000 and change and then it sells back off.

So, I got a super tight little range right here for Micron. Um, how long it'll stay, I don't know. But if you are day trading it, probably a fun one to day trade. You know, buy at 920, sell it at a,000, buy at 920, sell at a,000.

You could have done that three or four times in the last four or five weeks. Um, no breakout coming. Uh, but I do believe it'll be $1,500 within a year and it'll also have a great Q4.

Micron在盘后小幅上涨。对明天是个好兆头。

Micron up a little bit in after hours. Good sign for tomorrow.

观察点

第四季度财报或业绩指引
业绩强劲,符合“第四季度表现极佳”的预期
2026年第四季度财报
支撑看涨逻辑;若第四季度表现不佳则削弱该逻辑
股价走势
逼近1,500美元
一年之内市场数据
支撑看涨逻辑;若股价停滞于区间高点下方则削弱该逻辑

这个频道对 $MU 的历次判断

InvestAnswers 在这只股票上共 4 条判断,这里只列相邻的几条。

2026-09-16看涨本条
现在它略微下跌,但记住QQQ是由Nvidia、Tesla、Micron这些名字驱动的,这才是你需要关注的,才能理解这东西要往哪走。
2026-09-09看涨
Micron内存也重新火热起来。现在这个想法,销售计量版本是2.06个标准差。好吧,那看起来超买,但你必须看宏观。现在全球内存供应、HBM高带宽内存供应已不足10天,而投资者现在意识到了这一点。所以,他们现在在买入。我们趋势向上。我们有买入信号。它看起来已经突破第五级。这东西中长线看涨。我们大概会在年底前或2027年某个时候涨到1500、1600。不管怎样,按均值回归来看它显得超买,但我不相信,因为我认为它仍然被严重低估。
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