$MU

MU

Micron Technology Inc.

本窗口内的全部观点与内容

截至 09-26
09-21
Meet Kevin发布 2026-09-21
《SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!》
$MU看涨
看多 MU,因主要 DRAM 厂商的 HBM 产能已售罄,不过大宗定价可能在 2027 年底见顶。

股价已经冲破了我的 735 线。我们在我的线位只是做了最短的喘息,好让我和 Kevin 可以说:“我们在我的线位待过。”就这样。时间只够说一句:“我们在 Kevin 的线位待过。我们尊重了这条线,但再见。”

The cues have smashed through my 735 line. We took like the shortest breather at my line just so me Kevin could say, "We hung out at my line." That's it. It was just long enough to say, "We hung out at Kevin's line. We respected the line, but peace."

这实际上对高带宽内存是看涨的,比如你的 skinex 或你的 micron

which is actually bullish for high bandwidth memory like your skinex's or your micron

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09-20
Verified Investing发布 2026-09-20
《A Day Trade, Swing Trade, and Long-Term Hold (SanDisk, Micron, Nike)》
$MU看跌
Micron 适合进行波段卖出交易,目标为下跌 11% 至近期缺口回补位,并在 1042 附近的次级阻力位追加资金。

接下来是“Micron”股票。“Micron”,嗯,那是你通过研究识别出的一支箭,对吧?换句话说,这里存在一个潜在不错的波段交易机会。那么,波段交易和日内交易有什么区别?好,我在寻找稍高一点的百分比。

我相信这次下跌不一定只是 1%、2% 或 3%。我在寻找朝着我预期方向的 10% 到 15% 或 20% 的波动。对吧?价格不一定非得直接向下,但它会是一个不错的阻力位。嗯,Micron 给了我们两个很好的例子。

首先,在 1027 处,顶部有一个显著的缺口被回补。这会是日内交易的理想水平。但是,对于长期交易,我喜欢这里大约 1042 处的高枢轴点。还有这里大约 1115 处的这个缺口。

你可以看到它们之间的距离是 11%。那么,我为什么这么做?嗯,首先,我必须解释为什么我喜欢这个卖出中心。Micron 已经反弹,向这个水平移动,这暗示着一次下跌,但如果你在图表上往回滚动,在这次大幅上涨之前,Micron 在几个月内猛烈加速了 300%,对吧?

就几个月。所以,这将是我关于“Micron”的计划。我会从这里开始建立一个潜在的波段卖出头寸,而这将是我的加仓水平,也就是次级阻力位。因为当我们做波段交易时,我不只是在寻找一次快速的下跌。

如果股票走势与我的预期相反,那没关系。我有计划,我发现次级阻力位,大约相差 10%,是我喜欢分配额外资本的地方,大约相差 10%。这是 11% 到 10.5% 的差距。所以,这就是我喜欢用于潜在波段交易的设置,不是吗?

在这种情况下,我认为下跌只会到,你知道,这个在周三、两天前、你知道,三或四天前,也就是两个交易日前被回补的缺口。我认为这非常可能,而且非常容易,你知道,也非常合乎逻辑,大约是从那个水平下跌 11%。

所以,让我们最后看看 Micron 能否实现这一点。

Next is the " Micron" stock. "Micron," well, that's an arrow you identified through research , right? In other words, there is a potentially good opportunity for swing trading here.

Now, what is the difference between swing trading and day trading? Okay, I'm looking for a slightly higher percentage. I believe this decline is not necessarily just one, two, or three percent.

I am looking for a 10 to 15 or 20% move in my likely direction. correct? The price doesn't necessarily have to drop directly down, but it will be a good level of resistance. Well, Micron gives us two good examples of that.

First, at 1027, there is a remarkable gap being filled at the top. This would be an ideal level for day trading . But, for long-term trading, I like the high pivot point here around 1042.

And this gap here around 1115. You can see that the distance between them is 11 %. Now, why am I doing that? Well, first of all , I must explain why I like this sales center. Micron has bounced back with a move towards this level, which suggests a downward move, but if you scroll back on the chart before this big upward move, Micron had accelerated violently by 300 % in what, a few months?

correct? Just a few months . So, this will be my plan regarding "Micron". I will start with a potential swing sell position here, and this will be my add-on level, which is the secondary resistance level.

Because when we trade swings, I'm not just looking for a quick downward move. If the stock moves against my expectations, that's okay. I have a plan and I find that the secondary resistance level, with a difference of approximately 10%, is where I like to distribute my additional capital, with a difference of approximately 10%.

This is a difference of 11% to 10.5%. So, this is the setup I like for potential swing trading, isn't it? In this case, I think the downward move is only to, you know, this gap that was filled on Wednesday, two days ago , you know, three or four days ago, i.e., two trading days ago .

I think this is very likely, and very easy, you know, and very logical, about an 11% drop from that level . So, let's see in the end if Micron can achieve that.

他说在等
价格相对1042枢轴位以及周三缺口回补的走势
从当前水平向缺口方向下跌约11%
未来几天至几周图表价格走势
若下跌则确认看跌波段论点;若突破1042上方或未能触及缺口,则削弱该论点
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09-24
InvestAnswers发布 2026-09-24
《🚀 Space vs Politics | AI Boom, Stargate Stress, Muse, SOL + Memory 🔥》
$MU看涨
受供应短缺持续至 2027/2028 年的推动,存储板块(如 MU)具备强劲的投资逻辑,风险回报比有利。

内存。稍微提醒一下。内存这一块的情况正变得非常紧张,到2027年的产能已经全部售罄。价格正在飞涨。市面上的内存根本不够,而且没有办法把它造出来,供应紧张可能还会持续。如果某个客户去下单100亿美元的内存,能拿到一半就算走运了。

而且还有大量供货合同没有履约。这就是为什么如果你有紧密的关系、又是像Elon Musk这样的大玩家,从这些厂商那里订购海量内存——他在几个月前的一次公开电话会上直接感谢了Micron,因为他们满足了他的需求。

但其他所有玩家都没能得到满足,因为他们没有预见到这场供应紧缺。再说一次,内存不会消失。所以故事的一部分是,如果你在考虑投资CoreWeave、Blue Owl、Blue Ocean以及其他随便什么,还有Oracle,那就直接投内存。

风险回报比高得离谱,至少目前是这样。我们一路观察到2028年。

Memory. Uh, a little bit of a reminder. Things are getting desperate in the memory front of absolutely sold out into 2027. Prices are going through the roof. There simply isn't enough memory out there and there's no way of making it and tightness may last.

If a customer goes and orders 10 billion dollars worth of memory, they'll be lucky if they get half of that order. And there are tons of supply contracts that are unfulfilled. That's why if you have a close relationship and you're a big player like an Elon Musk ordering a crap ton of memory from these players, he said in a public call a few months ago, he thanked Micron directly because they are fulfilling his need.

But all the other players aren't getting their need fulfilled because they didn't have the foresight around the supply crunch. Again, memory is not going away. So part of the story is if you're thinking about investing in the core weaves and the blue owls and the blue oceans and whatever else out there, the oracles, just invest in memory.

The risk reward is insane, at least for now. Let's watch this through 2028.

他说在等
内存供应紧张程度与价格走势
如预测般持续到2028年
持续到2028年内存价格/供应的市场数据
若紧张持续则支撑看涨逻辑;若供应提前恢复正常则削弱该逻辑
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T3 Live发布 2026-09-24
《#META to $1000? LIVE with David Prince》
$MU看涨
若 MU 在财报前维持在1000附近则具备上行空间;内存定价强势预计将持续至2027年。

总之,所以socks,因为它通过MU和SanDisk交易得更好,这两只都突破了重要关口,还有Dell、CRM,当然还有Meta。

Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.

他说在等
财报前股价相对 1000 这一价位的走势
维持在更接近 1000 的水平,而非大幅上涨
财报前(9月30日)市场价格走势
支持看涨逻辑的上行空间;若股价在财报前涨得过高,则削弱该逻辑
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Rich Habits发布 2026-09-24
《The Fed Hiked Rates — What Happens Next?》
$MU看涨
Micron 预计长期表现良好;它是一只强势持仓,其股价走势与盈利保持一致。

暂无中文转述,仅英文原句可核对。

More importantly, I think what's going to happen is that the SOXX fund will experience a kind of insane rally, and as it pulls back, the semiconductor companies we know and love and hold in our portfolios , like Nvidia, Micron, and AMD— names I believe will continue to perform well in the long run—will be negatively impacted by what I would call... what else could I call it?

Collateral damage in a broader sell-off in the semiconductor sector , where the market will start saying, 'Wait a minute, we should n't have raised the price of every stock with ' semiconductor' in its name .'

Here's a great example . Okay, I can scroll down to show you . These are some of the names in the SOXX fund: AMD, Micron, Nvidia and Broadcom are strong names. I love those names.

I've owned them for a very long time and I'll continue to own them for a very long time .

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09-23
Parkev Tatevosian, CFA发布 2026-09-23
《My Take on What to Expect From Micron on Sep. 30》
$MU看涨
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.

他说在等
季度财务业绩公告
业绩强劲,确认增长持续且利润率扩张
9月30日财报
若业绩达到或超出对高营收和高利润率的预期,则支持看多逻辑;若出现大幅不及预期或下调指引,则削弱该逻辑。
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09-22
Stock Market Mentor发布 2026-09-22
《Here are your trades on $SNDK $MU and $DRAM》
$MU看涨
受财报相关行情推动,预计 MU 将在下周三前升至 1200。

我想谈谈一些存储和数据存储类股票,比如 SanDisk、Micron 之类的。

I want to talk about some memory and data storage stocks like SanDisk, Micron, and the like.

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InvestAnswers发布 2026-09-22
《Billion Dollar Day 💰: Miss 4 Days = Miss Everything》
$MU看涨
受AI智能体推动,内存需求超过供给,MU将从中受益,预计长期表现良好。

Micron 上涨 16%,Broadcom 5.4%,Nvidia 8%,Apple 3%,Google 1.7%。

Micron up 16%, Broadcom 5.4%, Nvidia 8%, Apple 3%, Google 1.7%.

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