Parkev Tatevosian, CFA发布 2026-09-13
《Should You Buy Micron Stock Instead of Nvidia? | MU Stock vs. NVDA Stock》
$NVDA看涨
NVDA 因具备持久的竞争优势，且合理价值 338 美元较当前 224 美元有显著上行空间，是比 MU 更受青睐的买入标的。
Nvidia 和 Micron 是从数据中心建设支出大幅增长中受益最多的两家公司。Micron 在最近一个已结束季度的营收较去年同期增长超过 4 倍，而 Nvidia 的营收已飙升至接近 3030 亿美元。
Nvidia and Micron are two of the companies benefiting most from the huge increase in spending on creating data centers. Micron's revenue increased by more than 4 x in its most recently completed quarter from the same time last year, while Nvidia's revenues have soared to approach $303 billion.
