Parkev Tatevosian, CFA 对 $MU 的判断变化

2026-09-23看涨
《My Take on What to Expect From Micron on Sep. 30》
MU 目前被低估,远期市盈率仅为六倍;DCF 估算其合理价值为 1439 美元(当前为 1041 美元),意味着在稳健基本面驱动下,未来 12 至 18 个月有超过 38% 的上行空间。

Micron 定于9月30日美股收盘后公布其季度财务业绩。鉴于 Micron 股价自2026年初以来已上涨超过264%,投资者之间存在许多相互矛盾的情绪。

Micron is scheduled to announce its quarterly financial results after the market closes on September 30. Given that Micron's stock has already risen by more than 264% since the beginning of 2026, there are a lot of conflicting feelings among investors.

有些持有 Micron 股票的投资者担心,在公司公布季度财务更新后股价会崩盘。还有一些在场外观望、有意买入 Micron 股票的人,却不知道该往哪个方向走。

There are some investors who own Micron shares and fear that the share price will collapse after the company's quarterly financial update. There are others watching from the outside, interested in buying Micron shares, but they don't know which way to go.

2026-09-13看涨
《Should You Buy Micron Stock Instead of Nvidia? | MU Stock vs. NVDA Stock》
MU 值得买入,目标价 1,395 美元,较现价有 36% 上行空间,但因护城河较弱及 2028 年定价风险,其偏好度低于 NVDA。

Nvidia 和 Micron 是从创建数据中心的支出大幅增长中受益最多的两家公司。Micron 在最近一个已完成的季度中,营收较去年同期增长了 4 倍以上,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.

2026-09-10看涨
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2026-09-05看涨
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