$美光科技(MU)$_老虎社区_美港股上老虎 - 老虎社区

$美光科技(MU)$

$MU 的估值约为 9000 亿美元，每股 800 美元。

令人震惊的是，Micron 预计在未来四到五年内产生的累计利润将等于其整个市值。

美光、西部数据和闪迪等半导体和存储股票将于 2026 年 7 月 28 日大幅抛售

2026年7月28日，半导体和存储板块经历了大幅抛售，费城半导体指数下跌超过5%，创两个月新低。美光科技、西部数据、闪迪、希捷科技和AMD等主要股票的跌幅从约5%到超过12%不等。抛售是由对中国芯片竞争的担忧、NAND 市场的悲观传言以及对即将发布的收益报告和存储器行业 IPO 的担忧推动的。

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精彩评论

亿千
07-31
亿千
其实是高估的. 春粗的业务也没问题，但是毛利润最终要到75以下. 但是这不代表美光的股价不能新高.
帅帅的爸爸
07-30
帅帅的爸爸
简直是胡扯

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