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美光科技(MU)
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马虎恶魔号
·
09-21 22:52
$英特尔(INTC)$
$美光科技(MU)$
$纳指100ETF(QQQ)$
$标普500ETF(SPY)$
我今天想跟大家聊聊，就是我之前，不是之前，我今天上午还在说 我会在涨起来之后继续往出抛，然后把抛的节奏也跟大家说了，这是我上午发的这个帖子，难道我今天晚上要把这些说的话吃回去了吗？ 但是不是，但是可能有一些松动，这个咱们必须要承认。 第一是咱们去看能源，能源现在没有崩，这句话放在这，没有崩，你可以看viX也没有崩，然后标准普尔和纳斯达克普涨。 那这是一个非常好的一种情况，对不对？然后咱们再看石油，石油。砸破了100美元。这个是个好消息，其实这个看到现在来说，其实我的那个策略其实应该是缓慢了，就不应该去涨起来去抛掉了，这个没有问题。然后能源股内部人在买，不是抛货，这个更重要，就是他们没有逢高进行抛货。这是第2个非常好的情况。 但是真的就是很好的吗？我不太确定。 这并不是因为我的嘴硬。大家看看这几个问题，是什么导致今天的普涨？ 是特朗普说要跟伊朗再次谈判，然后已经拿出了剧本。那这样的话呢，油价就会降，然后通胀就会宽松。这是一个很好的情况，也是朝着很好的一个情况去发展，包括今天英特尔也在往上拉。疯狂的拉。似乎一切朝着好的去发展。 然后10年美债还跌了0.7%左右 但是不要高兴太早。 联储鹰派的新闻还挂在那儿 第二是特朗普的这些都是口头的答应，大家也经历过之前发生的那些事儿，其实更清楚。 第
$英特尔(INTC)$ $美光科技(MU)$ $纳指100ETF(QQQ)$ $标普500ETF(SPY)$ 我今天想跟大家聊聊，就是我之前，不是之前，我...
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Shyon
·
09-21 18:26
如果是我，我会选择继续拿，但不会因为M
$Micron Technology(MU)$
站上1000美元就盲目加仓。AI数据中心带来的HBM、DRAM需求，加上存储供需改善，目前的基本面确实比过去强很多。对于这轮memory cycle，我还是比较看好长期逻辑。 不过，「2027年利润超过微软」这种预测，我会保持一点理性。市场如果已经提前交易了很高的盈利预期，那么财报即使不错，只要没有继续超预期，股价也可能出现利好兑现。所以我不会单纯因为市场喊得很兴奋，就追着价格跑。 9月30日的财报对我来说反而更重要。我会重点看DRAM、HBM、NAND的价格趋势、供需情况，以及管理层对FY2027的展望。如果这些数据继续支持memory supercycle，我会更有信心继续持有。 所以我的策略比较简单：已经有MU仓位，我会继续拿着观察；如果现在才想进场，我不会一次性重仓，而是考虑分批布局，甚至等财报后市场消化一下再决定。 1000美元只是一个价格关口，真正决定MU长期空间的还是未来盈利能不能持续增长。对我来说，与其猜财报前的涨跌，不如让业绩来验证逻辑。📈
@Tiger_comments
@
TigerStars
如果是我，我会选择继续拿，但不会因为M $Micron Technology(MU)$ 站上1000美元就盲目加仓。AI数据中心带来的HBM、DRAM需求...
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Shyon
·
09-21 18:25
如果是我，我会选择「看好存储周期，但不追单日11%的涨幅」。
$SanDisk Corp.(SNDK)$
这波确实很强，9月18日单日上涨10.99%，而且前面已经连续反弹，市场对NAND涨价和AI数据中心存储需求的预期明显升温。 我本身比较看好AI带来的存储需求，这一次和普通的短线炒作还是有一些区别。Sandisk最新财报中，FY2026营收同比增长175%，数据中心业务更是增长437%，公司也预计FY2027第一季度营收继续环比增长。换句话说，背后确实有基本面在支撑，而不完全只是技术面突破。 不过问题就在这里：基本面很好，不代表股价短期一定不会涨过头。SNDK前面已经经历非常大的涨幅，现在市场交易的其实不仅是当前业绩，还有对未来NAND价格、AI数据中心需求以及存储景气周期延续的预期。如果大家都提前把好消息price in了，那么财报即使很好，也可能出现「利好兑现」。 所以我不会因为看到「买入区」三个字就直接追进去。对这种高Beta的存储股，我更喜欢等回调或者盘整后再慢慢收集。尤其是现在市场情绪刚刚明显转强，追高之后如果遇到一天5%甚至10%的回撤，心理压力和仓位压力都会明显增加。 我反而比较关注9月30日的
$Micron Technology(MU)$
财报。虽然Micron和SNDK的业务结构并不完全一样，但Micron的业绩、管理层对DRAM/NAND价格、AI需求以及供需情况的评论，都可能成为市场判断整个memory cycle的重要参考。目前市场也把9月30日视为一个重要催化剂。 所以我的策略会比较简单：NAND周期我愿意相信，但价格我不会盲目信。已经有仓位的，我会继续观察趋势；没有仓位的，
如果是我，我会选择「看好存储周期，但不追单日11%的涨幅」。 $SanDisk Corp.(SNDK)$ 这波确实很强，9月18日单日上涨10.99%，而...
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Shyon
·
09-21 18:14
如果现在只能二选一，我会选 B：等待确认；如果一定要我在AI芯片和加密股之间选一个方向，我会偏向 A：AI芯片。 这波高Beta资产集体反弹确实很吸引眼球，尤其是COIN、MSTR、HOOD这种一天可以涨10%以上的股票，很容易让人产生“行情是不是又回来了”的感觉。不过我觉得单日大涨还不足以证明市场风险偏好已经全面回归。对我来说，更重要的是接下来几个交易日能不能继续跑赢大盘，而且上涨能不能从少数热门股扩散到更多科技、半导体和成长股。 我个人会更关注AI芯片。
$
NVIDIA
(NVDA)$
、
$Advanced Micro Devices(AMD)$
、
$Applied Materials(AMAT)$
以及
$Micron Technology(MU)$
这类公司背后，至少还有AI算力需求、数据中心资本开支、先进制程和存储周期等基本面逻辑支撑。即使短期波动很大，我也比较愿意用DCA和分批加仓的方式慢慢收集，而不是因为一天的大涨就直接追进去。 加密股的弹性当然更强，但我会把它们看成更高风险的Beta交易。比特币上涨的时候，COIN、MSTR、HOOD往往可以出现更大的涨幅，但如果BTC突然回调，这些股票的波动也可能被进一步放大。所以如果市场还没有确认进入持续的risk-
如果现在只能二选一，我会选 B：等待确认；如果一定要我在AI芯片和加密股之间选一个方向，我会偏向 A：AI芯片。 这波高Beta资产集体反弹确实很吸引眼球...
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財報話你知
·
09-21 14:51
⏰本周GIS,COST等财报将公布！加息背景下你睇好边家？
小虎们，从本周开始，美股财报季继续！[Cool] 在
$闪迪(SNDK)$
，
$美光科技(MU)$
等一种AI巨头暴涨之下！[Call] 这周包括
$通用磨坊(GIS)$
，
$好市多(COST)$
等一批传统实业巨头将公布财报，事实上美股年内还将有一次加息！[Thinking] 那么在当前背景下，你会优先选择科技股还是考虑传统实业巨头？本周你最看好谁家的财报呢？[YoYo] 本周二，美股盘前，
$汽车地带(AZO)$
，
$索尔工业(THO)$
将公布财报！[Claw] 本周二，美股盘后，
$KB Home(KBH)$
将公布财报！ 本周三，美股盘前，
$通用磨坊(GIS)$
，
$曼联(MANU)$
将公布财报！[Call] 本周四，美股盘前，
$黑莓(BB)$
将公布财报！ 本周四，美股盘后，
⏰本周GIS,COST等财报将公布！加息背景下你睇好边家？
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纳指起起伏伏
·
09-21 16:11
韩国9月半导体出口额暴增，AI概念股能否再创新高？
今日，韩国海关公布了9月前20天的出口数据，总出口额714亿美元，同比大增78.3%，刷新同期历史最高。 其中半导体出口直接来到 341 亿美元，同比飙升 259.4%，同样创下该时段历史纪录，芯片占整体出口比重冲到 47.8%，几乎撑起韩国出口的半壁江山。 今年韩国累计出口已经来到 7650 亿美元，同比大涨 55%，甚至已经超过去年全年 7093 亿的出口规模，全年冲击 1 万亿出口目标大有希望。 数据公布后，韩国KOSPI指数上涨1.7%，重回7000点上方。其中，三星电子上涨5%。受此影响，美股盘前，截止发稿，
$英特尔(INTC)$
涨超5%，
$美国超微公司(AMD)$
涨超2%。 一、出口爆发背后两大核心原因 韩国出口数据为什么能涨这么猛？ 从上游供应链看，AI服务器疯狂拉货，HBM的需求直接爆发。韩国券商KB Securities在九月初警告，三星和SK海力士的库存现在甚至都不到10天。 从下游需求端看，韩国对中国的芯片出口达到166亿，直接翻倍，对美国出口142亿，同比上涨118%。中美两边的AI基建都在加速推进。 除此之外，存储芯片价格上行，量价齐升进一步推高韩国芯片出口总额，放大了出口数据的涨幅。 二、全球半导体行业景气度得到验证 这份炸裂的出口数据对市场意味着什么？ 韩国芯片出口就是全球AI硬件需求的晴雨表，这份出口数据可以直观验证当前全球半导体行业的超高景气度，它并非单一区域的行情红利，而是全球AI硬件产业链全面爆发的真实缩影。 直接吃到红利的就是存储芯片赛道。
韩国9月半导体出口额暴增，AI概念股能否再创新高？
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親愛的 瑞
·
09-16
$美光科技(MU)$
你的512内存条也没有把股价带起来呀
$美光科技(MU)$ 你的512内存条也没有把股价带起来呀
精彩
好运多多多:
最近存储太弱了
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纳指起起伏伏
·
09-18
半导体集体暴涨，发生了什么？
昨夜，美股半导体板块集体大涨，老牌芯片巨头
$英特尔(INTC)$
暴涨7.7%，市值一夜增加约407 亿美元；
$美国超微公司(AMD)$
上涨 6.4%，
$闪迪(SNDK)$
涨 6.2%，
$美光科技(MU)$
、
$SK海力士(SKHY)$
涨幅超 4.5%，
$英伟达(NVDA)$
、
$台积电(TSM)$
、
$博通(AVGO)$
也均有所上涨。 受板块情绪带动，半导体 ETF 同步爆发，
$iShares费城交易所半导体ETF(SOXX)$
上涨 3.4%，
$半导体指数ETF-HOLDRs(SMH)$
上涨
半导体集体暴涨，发生了什么？
精彩
股市大冒险:
老黄的话就听听就好了吧，他只能看多。到到是其他的两个是利好，正好在FOMO加息之后。感觉也有关系。
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AliceSam
·
09-20 20:32
2026学习笔记之123 - 利率不再是主角，我选择押注DRAM
当利率不再是主角，我稍微改变了一下自己的投资逻辑，我现在选择去押注这只ETF，就是
$Roundhill Memory ETF(DRAM)$
，我持有正股，还在卖Put，正在等计划买Leaps Call,几乎是无所不用其极了，尽力用我有限的资金和能力，持有多一些的DRAM 仓位。 最近几个月，美股AI板块依然热闹市场讨论最多的是
$英伟达(NVDA)$
，
$美国超微公司(AMD)$
，还有Broadcom等，仿佛很多朋友的AI投资布局里，只剩下GPU这条主线。但过去一周，当我持续跟踪存储行业新闻后，我越来越确定一件事情，AI产业最大的瓶颈，正在从算力不足，逐渐转变成存储不足。因此，我没有选择继续追逐已经被市场充分挖掘的AI龙头，而是开始布局很多投资者早就非常熟悉的标的DRAM ETF。随着AI从模型训练快速的走向智能体和真实工作流，基础设施竞争的焦点也在发生变化，算力规模仍然重要，但网络连接、内存带宽与容量，以及数据传输效率，正成为决定AI系统性能和成本的关键变量。 我写这篇学习笔记，一方面是作为我这次交易的复盘，另一个方面，也是我对未来几年AI基础设施投资逻辑的一次思考。过去十几年，利率决定了很多东西，市场形成了一条简单粗暴的逻辑，当利率上涨，估值就下降，很多科技股就开始下跌，特别是成长股受伤最严重，2022年的科技股熊市就是这样来的。 所以很多朋友已经形成惯性思维，只要美联储鹰派，科技股就危险。但最近一年开始，市场出现了一个有趣现象，即使利率环境仍然偏紧，部分存储企业却不断上涨，而且上涨逻辑并不是估值扩张，而是最传统
2026学习笔记之123 - 利率不再是主角，我选择押注DRAM
精彩
瞎搞八搞:
逻辑是没错，但是一旦巨头投资规模减少出现在财报上，那时候已经晚了，因为我等得到消息的速度永远比机构慢，有内部信息或者特殊研究渠道的机构早就高位跑路了，一般泡沫出来前1年基本就开始撤离了。所以关键的问题是泡泡啥时候吹到最大，如果这个问题能解决，我等小散就相对安全。但这个是一个很难把握的事情，一旦类似2300出头的SanDisk一下子暴跌到1000以下的时候你还能拿住？你的PUT仓位流动性就爆了
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Zachary X
·
09-20 17:04
存储涨了5-7倍还买不到！英特尔CEO亲口说“2028年前无解”，谁在为这场短缺买单？
一套主流PC内存模组，一年前售价约75美元，如今同规格产品最高已达460美元，涨幅超过5倍。DDR5部分料号一年内涨了6到7倍。美光最新季度的DRAM定价涨了60%出头，NAND涨了80%中段，毛利率飙到84.9%。 但比价格更可怕的是陈立武的另一句话：产能非常有限，许多业务正在延期，因为他们没有足够的内存。 而这场短缺的本质，是产能搬家。 三星、SK海力士、美光把70%以上的先进产能转向了HBM——一种为AI加速器打造的堆叠式内存，每片晶圆给存储厂带来的收入远高于标准DRAM。当一条产线被改造为生产供应英伟达和AMD加速器的HBM3E或HBM4堆叠，它就不再用300美元Chromebook的模组了。 内存芯片，如今已经成为平价笔记本电脑中最昂贵的单一零件。陈立武指出，这一成本结构的转变，正在吞噬入门级手机和笔记本高达80%的物料清单成本，使全球各地的客户项目陷入停滞。 一、需求翻倍 vs 供给到2028：一个数学上无解的错配 黄仁勋说英伟达明年芯片销量翻倍。这句话翻译成存储需求，就是HBM和DRAM的采购量要翻倍。 但供给端呢？美光CEO高级顾问Sumit Sadana披露了一组关键数字：美光2025财年资本支出略高于130亿美元，2026财年翻倍，2027财年预计超过450亿美元。美光还在美国爱达荷州、纽约州，以及台湾、日本、新加坡推进约20项扩产计划。 但钱砸下去了，产能出不来。Sadana说得很直白：晶圆厂建设受到基础设施、监管审批及技术工人短缺等因素限制，真正有效的新增供应要到2028年才会开始逐步释放，而且初期增幅有限。 HBM的制造复杂程度是另一个瓶颈。将12层DRAM芯片堆叠在一起，底部再连接与GPU相连的基础芯片，必须同时处理散热和功耗问题。Sadana透露，整个制造流程约包含2000道工序，从晶圆厂开始生产到产品最终交付客户，整体周期约需5个月。 需求翻
存储涨了5-7倍还买不到！英特尔CEO亲口说“2028年前无解”，谁在为这场短缺买单？
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- -
公司概况
美光科技公司于1978年10月5日在美国特拉华州注册成立。美光科技公司及其合并子公司是创新内存和存储解决方案的行业领导者。通过其全球品牌Micron和Critical，其广泛的高性能内存和存储技术组合，包括DRAM、NAND、NOR内存，正在改变世界如何利用信息丰富所有人的生活。凭借超过40年的技术领先地位，公司的内存和存储解决方案在移动、数据中心、客户端、消费者、工业、图形、汽车和网络等关键市场领域实现颠覆性趋势，包括人工智能、5G、机器学习和自主车。
08-26
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
08-21
关联方拟减持公告
Form 144 | 美光科技高管 Mehrotra 拟减持40000股，总价约3958.7万美元
Form 144 | 美光科技高管 Mehrotra 拟减持40000股，总价约3958.7万美元
08-18
关联方拟减持公告
Form 144 | 美光科技高管 Sumit Sadana 拟减持15000股，总价约1401万美元
Form 144 | 美光科技高管 Sumit Sadana 拟减持15000股，总价约1401万美元
07-25
关联方拟减持公告
Form 144 | MICRON TECHNOLOGY INC 高管兼董事 Sanjay Mehrotra 拟减持40000股，拟售总市值约37290024美元
Form 144 | MICRON TECHNOLOGY INC 高管兼董事 Sanjay Mehrotra 拟减持40000股，拟售总市值约37290024美元
07-24
关联方拟减持公告
Form 144 | Micron高管 Scott Allen 拟减持879股，总价约87.9万美元
Form 144 | Micron高管 Scott Allen 拟减持879股，总价约87.9万美元
07-01
关联方拟减持公告
Form 144 | Micron高管 April Arnzen 拟减持40000股，总价约4335万美元
Form 144 | Micron高管 April Arnzen 拟减持40000股，总价约4335万美元
06-30
关联方拟减持公告
Form 144 | 美光科技董事 Lynn A. Dugle 拟减持1300股，总价约150万美元
Form 144 | 美光科技董事 Lynn A. Dugle 拟减持1300股，总价约150万美元
06-26
关联方拟减持公告
Form 144 | MICRON TECHNOLOGY INC 高管兼董事 Sanjay Mehrotra 拟减持40,000股，拟套现约4633.53万美元
Form 144 | MICRON TECHNOLOGY INC 高管兼董事 Sanjay Mehrotra 拟减持40,000股，拟套现约4633.53万美元
06-25
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
06-24
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-09
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-29
关联方拟减持公告
Form 144 | Micron高管 Sanjay Mehrotra拟减持4万股，总价约3845万美元
Form 144 | Micron高管 Sanjay Mehrotra拟减持4万股，总价约3845万美元
05-15
超过5%披露
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
05-12
关联方拟减持公告
Form 144 | Micron Technology高管 The Steven & Chris Gomo Trust 拟减持2000股，总价约157万美金
Form 144 | Micron Technology高管 The Steven & Chris Gomo Trust 拟减持2000股，总价约157万美金
05-01
关联方拟减持公告
Form 144 | MICRON TECHNOLOGY CEO Sanjay Mehrotra 拟减持4万股，市值约2145万亿美元
Form 144 | MICRON TECHNOLOGY CEO Sanjay Mehrotra 拟减持4万股，市值约2145万亿美元
分时
5日
日
周
月
数据加载中...
最高
1,064.49
今开
1,044.99
量比
1.12
最低
1,030.68
昨收
1,015.80
换手率
2.51%
热议股票
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