$MU

MU是突出的投资标的;在收复50日均线并突破975美元后,目标价为1040美元,若突破关键阻力位则可能达到1156美元。

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《Trading Opportunities in MRVL, MU & IREN: Charles Moon on AI Stock Picks》
Schwab Network发布 2026-09-17 · 3 段内容
05:43/ 打开原视频

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3 段内容

你的下一个标的目前也上涨了约5.5%。我们说的是Micron。它在今年上半年的大部分时间里都出现了明显的上涨。过去52周,Micron的股价上涨了511%。不过我上一位嘉宾说,她对当前的存储板块感到一些担忧和谨慎。那么,Charles,你怎么看Micron?

Your next name is also up by about 5.5 percent here . We are talking about Micron. It has seen significant upward movement during most of the first half of the year here. Over the past 52 weeks, Micron's stock has risen by 511 %.

Although my last guest said she felt some concern and caution regarding the memory sector at the moment. So, what's your take on Micron, Charles?

是的,你知道,其中一部分可能会放缓,对吧?因为Dario和Sam Altman,以及他们呼吁为人工智能及其增长建立或许更严格的组织结构,但事实仍然是,人工智能离不开存储就无法增长。

它属于这样一类板块:即使人工智能,或者甚至光学板块出现下滑,它也会承受进一步压力或出现价格下跌。如你所知,存储将是需求非常旺盛的东西。它不只是人工智能的主要焦点。很明显,它将成为智能手机以及我们日常生活中电脑和其他设备的重要组成部分。

但归根结底,这里的价值与人工智能紧密相连。这是我们谈过的,对吧?它就是瓶颈。就是在供应不足时买入存储板块的能力。即使出现相对放缓,如你所知,人工智能的增长和发展预计也不会很快消失。

对我来说,两个突出的名字是“Micron”和“SK Hynix”。对我来说,Micron近几天凭借其需求证明了自己的卓越和突出。它们回落,然后开始上涨,恢复得非常快,并重新站上50日移动均线。

今天,它们已经突破了一个非常关键的价格水平,大约在358。它们已经达到975,这代表着回补了一个小缺口。那是从周五收盘到周一,你知道,是在AI领袖们给出悲观展望之后。但今天我们就在这里,交投于975水平之上。

所以,对我来说,这也是我看到Micron快速上涨潜力的地方。1000美元关口,你知道,那里有大量“gamma”敞口。在那个水平有大量机构兴趣。但超过那个价格,我觉得这可能带来向1040的非常强劲走势。

然后我们到达一个相当重要的转折点,也就是1050的价格。而对我来说,一旦它突破1000美元并开始叩响1045的大门,这张图的走势结构与Marvell类似,Marvell曾在55水平挣扎,而那就是Micron在45水平挣扎的位置。

我认为,如果Micron突破那个水平,上涨轨迹可能在非常短的时间内达到1156。而且,再次看存储板块时,这个名字连同“SK Hynix”,相比同行表现得非常好。所以,对我来说,这是突出的投资之一,而且,如果AI格局改善,这也是我愿意投资的名字之一。

Yes, you know, part of that might be slowing down, right? Because of Dario and Sam Altman, and their call for a perhaps more rigorous organizational structure for artificial intelligence and its growth, the fact remains that artificial intelligence cannot grow without memory.

It is one of those sectors that, even if artificial intelligence, or perhaps even the optics sector, were to decline, would come under further pressure or experience a drop in prices.

As you know, memory will be something in very high demand. It is not just a primary focus of artificial intelligence. It is clear that it will be an important element in smartphones and in our daily lives with computers and other devices.

But ultimately, the value here is closely linked to artificial intelligence. That's something we talked about, was n't it? It's the bottleneck . It is the ability to buy in the memory sector when there is not enough supply.

Even with the relative slowdown, as you know, the growth and development of artificial intelligence is not expected to disappear anytime soon. For me, the two standout names are "Micron" and "SK Hynix".

For me, Micron has proven its excellence and prominence in recent days based on the demand for it. They fell back, then started to rise, recovered very quickly, and regained their 50-day moving average.

Today, they have surpassed a very critical price level, which is around 358. They have reached 975, which represents closing a small gap. That was from Friday's closure to Monday's, following, you know , the pessimistic outlook from AI leaders.

But here we are today trading above the 975 level. So , for me, this is also where I see Micron's potential for rapid growth. The thousand- dollar barrier, you know, there's a lot of " gamma" exposure there.

There is a lot of institutional interest at that level. But beyond that price, I feel this could lead to a very strong move towards 1040. Then we reach a fairly major turning point , which is the price of 1050.

And for me, once it breaks above $1000 and starts knocking on the door of 1045, this chart follows a similar structure to Marvell, where Marvell struggled at the 55 level, and that is the level at which Micron struggled at 45.

I think that if Micron breaks through that level, the upward trajectory could reach 1156 in a very short period of time . And again, when we look at the memory sector, this name, along with "SK Hynix," has held up very well compared to its peers.

So, for me, this is one of the standout investments, and again, if the AI landscape improves , this is one of the names I would like to invest in.

“Micron”现在如我所说在978。我们在本交易时段上涨了约5.5%。

Well, "Micron" is now at 978 as I explained. We are up about 5.5 percent in this session .

观察点

价格走势相对1040美元和1156美元价位的表现
突破1040美元并上探1156美元
近期市场价格
支撑快速增长这一看涨逻辑;若未能突破这些价位,则削弱动能论据。

这个频道对 $MU 的历次判断

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

2026-09-17看涨本条
你的下一个标的目前也上涨了约5.5%。我们说的是Micron。它在今年上半年的大部分时间里都出现了明显的上涨。过去52周,Micron的股价上涨了511%。不过我上一位嘉宾说,她对当前的存储板块感到一些担忧和谨慎。那么,Charles,你怎么看Micron?
2026-09-15看涨
现在我们知道 Micron 未来 3 年要卖什么价了。
原话 04:24 ›
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