看多 MU，因主要 DRAM 厂商的 HBM 产能已售罄，不过大宗定价可能在 2027 年底见顶。
逐段跳播
股价已经冲破了我的 735 线。我们在我的线位只是做了最短的喘息，好让我和 Kevin 可以说：“我们在我的线位待过。”就这样。时间只够说一句：“我们在 Kevin 的线位待过。我们尊重了这条线，但再见。”
The cues have smashed through my 735 line. We took like the shortest breather at my line just so me Kevin could say, "We hung out at my line." That's it. It was just long enough to say, "We hung out at Kevin's line. We respected the line, but peace."
这实际上对高带宽内存是看涨的，比如你的 skinex 或你的 micron
which is actually bullish for high bandwidth memory like your skinex's or your micron
DRAM 价格在 2026 年第一季度上涨了约 95%，对吧？预计还会上涨。嗯，这会放缓。价格增长很可能在 2027 年底见顶，因为会有更多供应上线。DRAM 最终确实会变成大宗商品，但平心而论，三家 DRAM 制造商的高带宽内存都卖光了。
而 SKH Highix 我认为最晚在 2028 年或 2029 年才上线。所以你还有很多工作要做。所以内存股也仍然有时间。
DRAM prices are up like 95% in Q126, right? They're projected to go up. H it's going to slow down. They're probably going to peak out on pricing growth by the end of 27 because you're getting a lot more supply coming online.
DRAM does end up being a commodity, but I mean in fairness, all three of the DRAM makers are sold out of high bandwidth memory. And SKH Highix's I think comes online last in like 2028 or 2029.
So you've got a lot of work to do. So there's there's still time for the memory plays as well.
这个频道对 $MU 的历次判断
Meet Kevin 在这只股票上共 3 条判断，这里只列相邻的几条。