在买入AI股票回调之前，应先等待MU财报公布，MU的业绩将决定板块方向。
逐段跳播
我们也开始覆盖科技公司的财报，先从 Micron 开始。
We also begin covering the earnings of technology companies, starting with Micron.
我通常喜欢在股票处于低位时买入，但在 Micron 周三公布业绩之前，我会对任何与 AI 相关的下跌保持谨慎。
I usually like to buy stocks when they're low, but I'll be cautious about any AI-related dips until Micron reports its results on Wednesday.
我们来谈谈 Micron。你说过，在周三听到 Micron 的消息之前，你会避免在科技股价格处于低位时买入。要让你更有信心交易科技股，你到底需要从 Micron 那里听到什么？
Let's talk about Micron . You said you would avoid buying technology stocks when prices are low until we hear from Micron on Wednesday. What exactly do you need to hear from Micron to feel more confident trading tech stocks?
有预期数据，也有尚未公布的数据。我希望这些未公布的数据要高得多。不管这些数字是多少，我们都不太关注它们，因为它们该是什么就是什么。这是一场双向的押注。如你所知，要么它们让市场满意，我们就会看到上涨，要么它们让市场失望，我们就不会看到任何上涨。
除非你是赌徒，否则你无法事先押注。因此，我建议你观望，但我认为财报公布将非常重要。
Well, there are the projections , and then there are the unreleased figures . I hope these unreported figures are much higher. Whatever these numbers are , we don't pay much attention to them because they will be as they are.
It's a two-way bet. As you know, either they make the market happy and we see a rise, or they make the market sad and we will not see any rise. You can't bet on that beforehand unless you're a gambler.
Therefore, I advise you to wait and see, but I think the earnings announcement will be very important.
有很多交易机会依赖于我们所偏好的疲软，其中最重要的是存储板块。存储板块的任何疲软都会产生负面影响。所以，是的，我肯定想听到他们谈论需求增加和价格上涨，以及一切让交易员高兴的事情。
There are many deals that rely on weaknesses that we prefer, the most important of which is the memory sector. Any weakness in memory will have a negative impact. So, yes, I definitely want to hear them talking about increased demand and rising prices, and everything that pleases traders.
如果 Micron 令人失望，AI 业务中哪些方面面临的风险最大？我认为是这样。遗憾的是，问题在于人工智能业务在很多方面被视为一笔单一的交易。如你所知，你不会看到存储公司的股票下跌而光电公司的股票上涨。
所以，我认为 Micron 有能力把一切都砍下来。它也有能力把一切都抬起来，正因如此，作为一名交易员，我不建议在我们看到 Micron 的情况之前，就在 AI 股票像今天这样下跌时买入。
If Micron disappoints, which aspects of the AI business are most at risk? I think so . Unfortunately, the problem is that the artificial intelligence business is in many ways considered a single transaction.
As you know, you won't see memory company stocks decline and optoelectronics company stocks rise. So, I think Micron has the ability to cut everything. It also has the potential to lift everything up , and for this reason, as a trader, I do not recommend buying AI stocks when they are falling as we are seeing today before we see what happens with Micron.
观察点
这个频道对 $MU 的历次判断
Schwab Network 在这只股票上共 7 条判断，这里只列相邻的几条。