Christopher Uhl - OVTLYR 对 $MU 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
今早 Missouo 在内存领域很忙，关注美光、闪迪、应用材料和泛林研究。他们维持所有股票的跑赢大盘评级，这相当于对美光的买入评级。他们将闪迪的目标价从 1375 下调至 1300。
他们将 AAT 的目标价从 1900 下调至 1875，从 650 下调至 590。
So Missouo busy this morning across the memory space with an eye on Micron Sandis Applied Materials and Lamb Research. Now it is maintaining outperform ratings across the board which is the equivalent of a buy rating for Micron. They've lowered the price target to 1300 from 1375 for Sandis. They've lowered it to 1875 from 1900 for AAT down to 590 from 650.
他们将Sandis的目标价从1375下调至1300。他们将AAT的目标价从1900下调至1875，从650下调至590。
They've lowered the price target to 1300 from 1375 for Sandis. They've lowered it to 1875 from 1900 for AAT down to 590 from 650.
美光有买入信号。然而，该板块的恐惧和贪婪情绪看起来不太好。更多的卖出信号正在出现。上升趋势减少，下降趋势增多。所以，该板块看起来不太好。
Micron has a buy signal. Fear and greed in the sector, however, not looking all that great. More sell signals are coming through. Less uptrends, more downtrend. So, the sector is not looking all that great.
这是一只沉闷的股票。我不知道它会走向何方。它就是没有动力，对吧？市场并不是很有帮助。板块肯定也不是很有帮助。在我看来，这不是一个很好的位置。
this is a sleepy stock right here. I don't know where it's going to go. It just doesn't have the momentum behind it, right? The market's not really that helpful. The uh the sector is definitely not that helpful. It's just not a great place to be in my opinion.
嗯，它涨了很久。我知道有一些异常值在这上面不断滚动。但是，在这样一段长时间的上涨之后，很多时候会有盘整。所以感觉现在就处于那个阶段。它确实需要更多的动力。它需要更多的成交量才能摆脱盘整。
Well, it went up a long time. And I know there were outliers who rolled and rolled and rolled on this. Uh, but after a long runup like that, a lot of times there's consolidation. So, it kind of feels like that's where it's at now. It really needs some more momentum behind it. It needs some more volume behind it in order to get out of consolidation.
是的，我记得这两个信号。它上涨了大约 120%，像假大师那样疯狂。然后它出现了卖出信号，紧接着是买入，之后又上涨了大约 12%。然后它基本上就横盘了。而且它已经横盘了一段时间了。
Yeah, I remember these two signals right here. It went up something like 120%, something nuts like like fake guru type of nuts right here. And then it had a sell signal, then a buy right after, and then went up another like 12% after that point. And then it basically went flat to sideways right here. And it's really been going flat to sideways for a while.
第一阶段是横盘整理。第二阶段是大幅上涨趋势，在牛市中每个人都觉得自己是天才。第三阶段是移动平均线交叉，这正是我们今天所处的位置。
So, stage one is a sideways consolidation. Stage two is a big beautiful uptrend that everybody feels like a genius in a bull market. Stage three is moving averages crossovers, which is exactly where we are today.
我可以绝对确定地告诉你方向，但我无法告诉你持续时间或幅度。对吧？当它在这里交叉时，我无法告诉你它会涨1000%还是怎样。有些疯狂。从大约400美元涨到大约1200美元，对吧？那里有300%的涨幅。
I can tell you direction with absolute certainty, but I can't tell you duration nor magnitude. Right? I couldn't tell you that when this crossed over here that it was going to go up a,000% or whatever it did. Something crazy. Went from roughly $400 to roughly $1,200, right? 300% gain right there.
如果看今天，它现在只是一只无聊的股票。很无聊。我同意。这就是我对美光的看法。内存仍然是关键瓶颈。所以他们看到基本面故事仍然完好，但引用“注意你在这里支付的价格”。
if we're looking at today, it's just it's just a boring stock right now. It's a bore fest. I agree. That's what I think of Micron. Uh so memory remains a key bottleneck. Uh so they see that the fundamental story is still intact but quote watch the price that you pay here.
内存当然对AI故事无关紧要，这是Mizuho的观点。AI芯片不能单独工作。GPU、AI芯片需要大量内存来存储和访问数据。所以再说一次，这与其说是内存下跌趋势的故事，不如说是投资者愿意支付什么的问题，对吧？目标价变动主要是关于估值压缩，Nicole。
Memory of course don't matter to the AI story and that's the view from Mizuo. AI chips don't work alone. uh the GPUs, the uh AI chips need enormous amounts of memory to store and access data here. Um so again, this is less a story about um a downtrend in terms of memory, but just what investors are willing to pay, right? They're u the price target shifts are primarily about multiple compression here, Nicole.
你不是在吃美光的芯片。
You're not eating Micron chips.