看好 Micron，因 AI 数据中心资本开支推动其营收与利润超预期。
逐段跳播
我想知道你现在对 Micron 的看法，先不谈这个话题，因为它将是下一个重大考验，也是为本财报季画上句号的那一个，不是吗？他们会怎么说？
I want to know your opinion on Micron right now, moving away from this conversation, because it will be the next big test and it's the one that concludes the earnings season, isn't it? What will they say?
你看，自从 Micron 的股价还低于 100 美元以来，我们一直非常看多它。这个过程仍在继续。从现在到 2030 年，AI 数据中心的累计资本支出将达到 14 万亿美元。我认为你会看到营收超预期，以及利润超预期，将超过 31。
Look, we've been really bullish on Micron ever since its stock was below $100. This course is ongoing. We have $14 trillion in cumulative capital expenditure for AI data centers from now until 2030.
I think you will see revenue outperformance, and profit outperformance that will exceed $31.
预测显示他们的毛利率约为 86%。如果他们走得更远，我也不会感到意外。这将是 Micron 一份出色的财报。我会说这几乎可以肯定，因为他们拥有完全的控制权、协议和价格上限，而没有大量的存储，我们无法建设这些数据中心基础设施。
The forecast indicates that they have a gross profit margin of approximately 86%. And I wouldn't be surprised if I saw them go even further. This will be a great financial report for Micron.
Um, you know, I would say it's almost certain because they have complete control, agreements, and price limits, and we can't build this data center infrastructure without a huge amount of memory.
观察点
这个频道对 $MU 的历次判断
Schwab Network 在这只股票上共 11 条判断，这里只列相邻的几条。