若 MU 在财报前维持在1000附近则具备上行空间；内存定价强势预计将持续至2027年。
逐段跳播
总之，所以socks，因为它通过MU和SanDisk交易得更好，这两只都突破了重要关口，还有Dell、CRM，当然还有Meta。
Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.
好，在我放你走之前，有人想听听你对Micron在财报前的看法。我觉得这是个很好的收尾方式，因为Micron的财报是下周三收盘后，9月30日。所以像Micron这样的股票，很大程度上取决于财报前它在哪里，对吧？
任何了解内情的人都明白，财报前的价位和财报本身一样重要。财报会非常出色。指引会非常出色。问题始终是，他们能不能继续提价？这一次在存储领域真的不一样，还是又会是一次繁荣与萧条？到目前为止，他们已经证明这次不一样，对吧？
但每个人都质疑这一点。所以我的看法是这样。我认为如果它在财报前没有大涨，而我们更接近1000或1900，抱歉，或者900多，我认为有一些上行空间。我是那种相信他们在管理产能建设规模的人，而且我认为定价会保持相当强劲，直到27年。
但让我给你举个例子。一个比我更了解内情的人，对吧？他在这个行业里，经营过一家数十亿美元的公司。Acer这个周末刚出来说，这算是所有顶级存储生产商在定价上的一种胁迫，但他们都在生产上努力追赶，定价不可能不放缓。
他预测，我记得是第二季度，别引用我的话，但他预测定价会见顶。我仍然认为我们距离那至少还有六个月，这些股票还能涨得更高。我不追它们。比如我上次买Micron是在900，8.90，但如果在财报前我们远低于1250的高点、更接近1000，我认为有一些上行空间。
All right, before I let you go, somebody wants your thoughts on Micron heading into earnings. And I think that's that's a good way to end because Micron earnings are next Wednesday after the close, September 30th.
So stocks like Micron are as much about where they are pre the print, right? Anyone in the know understands it's where it is pre- the print as much as earnings. Earnings are going to be phenomenal.
Guidance is going to be phenomenal. The question always remains, can they continue to raise prices? Is this time really different in memory or is this going to be a boom and bust again?
So far they've proven that it is different, right? But everyone questions it. So here's what I think. I think if it doesn't run into the print right and we're closer to a thousand or 1900s, excuse me, or 900s, I think there's some upside.
I I'm one of those guys who believes that they are managing how much is being built and that um I think pricing is going to stay pretty strong till uh till 27. But let me give you an example.
A guy who's much more in the know than myself, right? He's in the industry, ran a multi-billion dollar company. Acer was out just this weekend talking about how this is kind of coercion by all the top memory uh storage producers on pricing, but that they're all trying to play catch-up in terms of production and there's no way pricing doesn't slow down.
And he predicts I think it was second quarter, don't quote me, but he predicts pricing is going to top. I still think we're at least six months away from it and these stocks can go higher.
I don't chase them. Like when I was last buying Micron it was 900 8.90 but into the print if we're well off that 1250 high closer to a thousand I think there's some upside.
观察点
这个频道对 $MU 的历次判断
T3 Live 在这只股票上共 7 条判断，这里只列相邻的几条。