Schwab Network 对 $MU 的判断变化
2026-08-31
《Thatcher: NVDA AI "Tentpole," META & MU New Value Stocks, SPCX Long-Term Buy》
MU 受益于被压抑的 DRAM/HBM 需求和有限的供应商竞争；预计将在明年的企业芯片资本支出中占据显著份额。
美光也是另一个例子。我们谈了很多关于美光的事，但在 DRAM 和 HBM（高带宽内存）这个瓶颈上存在大量被压抑的需求。我们谈到了我们预计明年的资本支出。只有少数几家公司能够生产所需的企业级芯片。
美光就在这个名单上，并且预计将获得这笔支出的很大一部分。
Micron's another one. We've talked a lot about Micron, but there's so much pent-up demand in that bottleneck of DRAM and HBM, high-bandwidth memory. We talked about the CapEx spend we expect next year. There's only a few names that can produce the enterprise chips necessary. Micron is on that list and expected to get a [snorts] large portion of that spend.
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