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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":691890207,"tweetId":"691890207","gmtCreate":1640159327019,"gmtModify":1640159400794,"author":{"id":3584080198432460,"idStr":"3584080198432460","authorId":3584080198432460,"authorIdStr":"3584080198432460","name":"6b134308","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/691890207","repostId":2193015701,"repostType":4,"repost":{"id":"2193015701","kind":"news","pubTimestamp":1640157814,"share":"https://www.laohu8.com/m/news/2193015701?lang=zh_CN&edition=full","pubTime":"2021-12-22 15:23","market":"us","language":"en","title":"Micron's Results Suggest the Market may be Underestimating Potential<blockquote>美光科技的业绩表明市场可能低估了潜力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2193015701","media":"Simply Wall St.","summary":"Shares of Micron Technology, Inc . ( NASDAQ:MU ) are up 8% in pre-market trade after the company rep","content":"<p>Shares of <b>Micron Technology, Inc</b> . ( NASDAQ:MU ) are up 8% in pre-market trade after the company reported first quarter 2022 results. The results were better than expected across the board and the company also raised guidance for the current quarter which ends in February. Micron has underperformed this year relative to other semiconductor stocks, and there has been a disconnect between the share price and the earnings some analysts are forecasting.</p><p><blockquote>本公司之股份<b>美光科技公司</b>.（纳斯达克：MU）公布2022年第一季度业绩后，盘前交易中股价上涨8%。业绩全面好于预期，该公司还上调了截至二月份的本季度的指引。相对于其他半导体股票，美光科技今年的表现不佳，股价与一些分析师预测的盈利之间存在脱节。</blockquote></p><p> These results suggest the market may be underestimating Micron’s potential for 2022.</p><p><blockquote>这些结果表明市场可能低估了美光科技2022年的潜力。</blockquote></p><p> <i>First quarter results highlights:</i></p><p><blockquote><i>第一季度业绩亮点：</i></blockquote></p><p> <ul>  <li>Normalized EPS of $2.16 were $0.05 better than expected and up 176% YoY.</li>  <li>GAAP EPS of $2.04 were $0.02 better than expected and up 187% YoY</li>  <li>Revenue of $7.69 bln was better than expected and 33% higher than a year ago.</li>  <li>Second quarter revenue guidance rose to $7.5 bln (vs consensus of $7.32 bln) and EPS guidance rose from $1.86 to $1.95.</li>  <li>Sales were driven by strong demand from datacenters and other data intensive industries.</li> </ul> <h3>How do these results stack up against Micron’s P/E ratio?</h3> Micron’s price-to-earnings (or \"P/E\") ratio was 15.7x before these results were published. This is directly in line with the median US company, and implies investors felt somewhat indifferent to the company’s growth prospects.</p><p><blockquote><ul><li>正常化每股收益为2.16美元，比预期好0.05美元，同比增长176%。</li><li>GAAP每股收益为2.04美元，比预期好0.02美元，同比增长187%</li><li>收入为76.9亿美元，好于预期，比去年同期增长33%。</li><li>第二季度收入指引升至75亿美元（市场普遍预期为73.2亿美元），每股收益指引从1.86美元升至1.95美元。</li><li>数据中心和其他数据密集型行业的强劲需求推动了销售。</li></ul><h3>这些结果与美光科技的市盈率相比如何？</h3>在这些业绩发布之前，美光科技的市盈率（或“P/E”）为15.7倍。这与美国公司的中位数直接一致，并意味着投资者对该公司的增长前景有些漠不关心。</blockquote></p><p> View our latest analysis for Micron Technology</p><p><blockquote>查看我们对美光科技的最新分析</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2d361bf737f32eb1e800b54b690e818\" tg-width=\"333\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>NasdaqGS:MU Price Based on Past Earnings December 21st 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS：MU价格基于过去的收益2021年12月21日</span></p></blockquote></p><p> <h3>Does Growth Match The P/E?</h3> The current P/E ratio appears at odds with the company’s earnings growth over the last year. However, there have been some concerns about potential oversupply in the memory market in 2022 - we covered these concerns here .</p><p><blockquote><h3>增长与市盈率匹配吗？</h3>目前的市盈率似乎与该公司去年的盈利增长不一致。然而，人们对2022年内存市场潜在的供应过剩存在一些担忧——我们在这里讨论了这些担忧。</blockquote></p><p> On average, over the next few years analysts are expecting to see earnings growth of 19%. However, there is a lot of disparity within that number. Most analysts agree that growth will be strong next year, but taper off over the following years. There is also a wide range between the high and low forecasts for 2022 and 2023. The following chart illustrates the range in estimates. </p><p><blockquote>平均而言，分析师预计未来几年盈利将增长19%。然而，这个数字存在很大差异。大多数分析师一致认为，明年的增长将会强劲，但在接下来的几年里会逐渐放缓。对2022年和2023年的预测高低也存在很大差异。下图说明了估计范围。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71094299dccd654279893e01f9ba26c8\" tg-width=\"790\" tg-height=\"369\" width=\"100%\" height=\"auto\"><span>NasdaqGS:MU Earnings per Share Growth Forecasts December 21st 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS：MU每股收益增长预测2021年12月21日</span></p></blockquote></p><p> In 2022, EPS estimates range from $5.60 to $11.35, with an average of $8.40. This implies the forward PE for August next year is somewhere between 7x and 15x.</p><p><blockquote>2022年，每股收益预计在5.60美元至11.35美元之间，平均为8.40美元。这意味着明年8月的远期市盈率在7倍到15倍之间。</blockquote></p><p> In 2023, EPS estimates range from $$8.15 to $16.30, with an average of $11.45. This implies the forward P/E to August 2023 is between 5x and 10x.</p><p><blockquote>2023年每股收益预计在8.15美元至16.30美元之间，平均为11.45美元。这意味着截至2023年8月的远期市盈率在5倍至10倍之间。</blockquote></p><p> <h3>What We Can Learn From Micron Technology's P/E?</h3> Micron’s results (and the commentary that went with it) may point to better than expected 2022. If the company can outperform the average estimates, the growth rates will be well ahead of the market, and the current and forward price to earnings ratios look quite low.</p><p><blockquote><h3>我们可以从美光科技的市盈率中学到什么？</h3>美光科技的业绩（以及随之而来的评论）可能表明2022年的业绩好于预期。如果该公司的表现能够超过平均预期，增长率将远远领先于市场，并且当前和远期市盈率看起来相当低。</blockquote></p><p> The caveat here is that Micron operates in a cyclical industry. Demand can rise faster than expected and it can also fall faster than expected. This often results in the stock price overshooting on the downside and on the upside.</p><p><blockquote>这里需要注意的是，美光科技从事的是周期性行业。需求可能比预期上升得更快，也可能比预期下降得更快。这通常会导致股价在下跌和上涨时超调。</blockquote></p><p></p>","source":"lsy1616055508394","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron's Results Suggest the Market may be Underestimating Potential<blockquote>美光科技的业绩表明市场可能低估了潜力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron's Results Suggest the Market may be Underestimating Potential<blockquote>美光科技的业绩表明市场可能低估了潜力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2021-12-22 15:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of <b>Micron Technology, Inc</b> . ( NASDAQ:MU ) are up 8% in pre-market trade after the company reported first quarter 2022 results. The results were better than expected across the board and the company also raised guidance for the current quarter which ends in February. Micron has underperformed this year relative to other semiconductor stocks, and there has been a disconnect between the share price and the earnings some analysts are forecasting.</p><p><blockquote>本公司之股份<b>美光科技公司</b>.（纳斯达克：MU）公布2022年第一季度业绩后，盘前交易中股价上涨8%。业绩全面好于预期，该公司还上调了截至二月份的本季度的指引。相对于其他半导体股票，美光科技今年的表现不佳，股价与一些分析师预测的盈利之间存在脱节。</blockquote></p><p> These results suggest the market may be underestimating Micron’s potential for 2022.</p><p><blockquote>这些结果表明市场可能低估了美光科技2022年的潜力。</blockquote></p><p> <i>First quarter results highlights:</i></p><p><blockquote><i>第一季度业绩亮点：</i></blockquote></p><p> <ul>  <li>Normalized EPS of $2.16 were $0.05 better than expected and up 176% YoY.</li>  <li>GAAP EPS of $2.04 were $0.02 better than expected and up 187% YoY</li>  <li>Revenue of $7.69 bln was better than expected and 33% higher than a year ago.</li>  <li>Second quarter revenue guidance rose to $7.5 bln (vs consensus of $7.32 bln) and EPS guidance rose from $1.86 to $1.95.</li>  <li>Sales were driven by strong demand from datacenters and other data intensive industries.</li> </ul> <h3>How do these results stack up against Micron’s P/E ratio?</h3> Micron’s price-to-earnings (or \"P/E\") ratio was 15.7x before these results were published. This is directly in line with the median US company, and implies investors felt somewhat indifferent to the company’s growth prospects.</p><p><blockquote><ul><li>正常化每股收益为2.16美元，比预期好0.05美元，同比增长176%。</li><li>GAAP每股收益为2.04美元，比预期好0.02美元，同比增长187%</li><li>收入为76.9亿美元，好于预期，比去年同期增长33%。</li><li>第二季度收入指引升至75亿美元（市场普遍预期为73.2亿美元），每股收益指引从1.86美元升至1.95美元。</li><li>数据中心和其他数据密集型行业的强劲需求推动了销售。</li></ul><h3>这些结果与美光科技的市盈率相比如何？</h3>在这些业绩发布之前，美光科技的市盈率（或“P/E”）为15.7倍。这与美国公司的中位数直接一致，并意味着投资者对该公司的增长前景有些漠不关心。</blockquote></p><p> View our latest analysis for Micron Technology</p><p><blockquote>查看我们对美光科技的最新分析</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2d361bf737f32eb1e800b54b690e818\" tg-width=\"333\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>NasdaqGS:MU Price Based on Past Earnings December 21st 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS：MU价格基于过去的收益2021年12月21日</span></p></blockquote></p><p> <h3>Does Growth Match The P/E?</h3> The current P/E ratio appears at odds with the company’s earnings growth over the last year. However, there have been some concerns about potential oversupply in the memory market in 2022 - we covered these concerns here .</p><p><blockquote><h3>增长与市盈率匹配吗？</h3>目前的市盈率似乎与该公司去年的盈利增长不一致。然而，人们对2022年内存市场潜在的供应过剩存在一些担忧——我们在这里讨论了这些担忧。</blockquote></p><p> On average, over the next few years analysts are expecting to see earnings growth of 19%. However, there is a lot of disparity within that number. Most analysts agree that growth will be strong next year, but taper off over the following years. There is also a wide range between the high and low forecasts for 2022 and 2023. The following chart illustrates the range in estimates. </p><p><blockquote>平均而言，分析师预计未来几年盈利将增长19%。然而，这个数字存在很大差异。大多数分析师一致认为，明年的增长将会强劲，但在接下来的几年里会逐渐放缓。对2022年和2023年的预测高低也存在很大差异。下图说明了估计范围。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71094299dccd654279893e01f9ba26c8\" tg-width=\"790\" tg-height=\"369\" width=\"100%\" height=\"auto\"><span>NasdaqGS:MU Earnings per Share Growth Forecasts December 21st 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS：MU每股收益增长预测2021年12月21日</span></p></blockquote></p><p> In 2022, EPS estimates range from $5.60 to $11.35, with an average of $8.40. This implies the forward PE for August next year is somewhere between 7x and 15x.</p><p><blockquote>2022年，每股收益预计在5.60美元至11.35美元之间，平均为8.40美元。这意味着明年8月的远期市盈率在7倍到15倍之间。</blockquote></p><p> In 2023, EPS estimates range from $$8.15 to $16.30, with an average of $11.45. This implies the forward P/E to August 2023 is between 5x and 10x.</p><p><blockquote>2023年每股收益预计在8.15美元至16.30美元之间，平均为11.45美元。这意味着截至2023年8月的远期市盈率在5倍至10倍之间。</blockquote></p><p> <h3>What We Can Learn From Micron Technology's P/E?</h3> Micron’s results (and the commentary that went with it) may point to better than expected 2022. If the company can outperform the average estimates, the growth rates will be well ahead of the market, and the current and forward price to earnings ratios look quite low.</p><p><blockquote><h3>我们可以从美光科技的市盈率中学到什么？</h3>美光科技的业绩（以及随之而来的评论）可能表明2022年的业绩好于预期。如果该公司的表现能够超过平均预期，增长率将远远领先于市场，并且当前和远期市盈率看起来相当低。</blockquote></p><p> The caveat here is that Micron operates in a cyclical industry. Demand can rise faster than expected and it can also fall faster than expected. This often results in the stock price overshooting on the downside and on the upside.</p><p><blockquote>这里需要注意的是，美光科技从事的是周期性行业。需求可能比预期上升得更快，也可能比预期下降得更快。这通常会导致股价在下跌和上涨时超调。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-mu/micron-technology/news/microns-nasdaqmu-results-suggest-the-market-may-be-underesti?blueprint=1835078&utm_source=yahoo&utm_medium=finance_user&utm_campaign=integrated-pitch\">Simply Wall St.</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","MU":"美光科技","BK4566":"资本集团"},"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mu/micron-technology/news/microns-nasdaqmu-results-suggest-the-market-may-be-underesti?blueprint=1835078&utm_source=yahoo&utm_medium=finance_user&utm_campaign=integrated-pitch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193015701","content_text":"Shares of Micron Technology, Inc . ( NASDAQ:MU ) are up 8% in pre-market trade after the company reported first quarter 2022 results. The results were better than expected across the board and the company also raised guidance for the current quarter which ends in February. Micron has underperformed this year relative to other semiconductor stocks, and there has been a disconnect between the share price and the earnings some analysts are forecasting.\nThese results suggest the market may be underestimating Micron’s potential for 2022.\nFirst quarter results highlights:\n\nNormalized EPS of $2.16 were $0.05 better than expected and up 176% YoY.\nGAAP EPS of $2.04 were $0.02 better than expected and up 187% YoY\nRevenue of $7.69 bln was better than expected and 33% higher than a year ago.\nSecond quarter revenue guidance rose to $7.5 bln (vs consensus of $7.32 bln) and EPS guidance rose from $1.86 to $1.95.\nSales were driven by strong demand from datacenters and other data intensive industries.\n\nHow do these results stack up against Micron’s P/E ratio?\nMicron’s price-to-earnings (or \"P/E\") ratio was 15.7x before these results were published. This is directly in line with the median US company, and implies investors felt somewhat indifferent to the company’s growth prospects.\nView our latest analysis for Micron Technology\nNasdaqGS:MU Price Based on Past Earnings December 21st 2021\nDoes Growth Match The P/E?\nThe current P/E ratio appears at odds with the company’s earnings growth over the last year. However, there have been some concerns about potential oversupply in the memory market in 2022 - we covered these concerns here .\nOn average, over the next few years analysts are expecting to see earnings growth of 19%. However, there is a lot of disparity within that number. Most analysts agree that growth will be strong next year, but taper off over the following years. There is also a wide range between the high and low forecasts for 2022 and 2023. The following chart illustrates the range in estimates. \nNasdaqGS:MU Earnings per Share Growth Forecasts December 21st 2021\nIn 2022, EPS estimates range from $5.60 to $11.35, with an average of $8.40. This implies the forward PE for August next year is somewhere between 7x and 15x.\nIn 2023, EPS estimates range from $$8.15 to $16.30, with an average of $11.45. This implies the forward P/E to August 2023 is between 5x and 10x.\nWhat We Can Learn From Micron Technology's P/E?\nMicron’s results (and the commentary that went with it) may point to better than expected 2022. If the company can outperform the average estimates, the growth rates will be well ahead of the market, and the current and forward price to earnings ratios look quite low.\nThe caveat here is that Micron operates in a cyclical industry. Demand can rise faster than expected and it can also fall faster than expected. This often results in the stock price overshooting on the downside and on the upside.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":3322,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/691890207"}