$美光科技(MU)$_老虎社区_美港股上老虎 - 老虎社区

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帅帅的爸爸
05-11

$美光科技(MU)$ 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗

存储双雄美光和闪迪持续暴涨，估值却仍不到10倍

根源依旧不变：人工智能。

存储双雄美光和闪迪持续暴涨，估值却仍不到10倍

# 美光科技股价市值双双创新高突破700美元与8000亿美元

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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按98每股的盈利，10倍市盈率，对应1万亿美元的市值
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margin: 0;line-height: 11px;}\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\">\n存储双雄美光和闪迪持续暴涨，估值却仍不到10倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time\">2026-05-09 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>作者｜内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨，根源依旧不变：<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升，而<strong>最新迹象是，客户主动提出愿意为增加产能买单。</strong>据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron&#39;s的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看，AI热潮没有任何放缓迹象。</strong>仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：<strong>“近期各类消息均表明，AI基础设施需求依然强劲。”</strong>基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高，但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e519e5deb115e28b13aae857933bc7e","relate_stocks":{"SNXX":"Tradr 2X Long SNDK Daily ETF","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技","MUD":"1倍做空MU ETF-Direxion","SNDK":"闪迪","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","MULL":"2倍做多MU 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Jones）在周四的一份研究报告中写道：“近期各类消息均表明，AI基础设施需求依然强劲。”基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。尽管股价大幅冲高，但投资者并非仅凭炒作。闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。","news_type":1,"symbols_score_info":{"SNDU":0.6,"MUD":0.6,"MUU":0.6,"MULL":0.6,"MU":2,"SNDK":2,"SNXX":0.6}},"isVote":1,"tweetType":1,"viewCount":1178,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"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":71,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":562927449108776,"commentId":"562927449108776","gmtCreate":1778462007748,"gmtModify":1778462013349,"authorId":3461531947655398,"author":{"id":3461531947655398,"idStr":"3461531947655398","authorId":3461531947655398,"name":"美股888","avatar":"https://static.tigerbbs.com/7de736245aa5826263d2bd80b02d4258","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.74%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":562916467114496,"objectIdStr":"562916467114496","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"按98每股的盈利，10倍市盈率，对应1万亿美元的市值","text":"按98每股的盈利，10倍市盈率，对应1万亿美元的市值","html":"按98每股的盈利，10倍市盈率，对应1万亿美元的市值","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}