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$MU

BULLISH2026-06-14
Price around the call
↑ 2026-06-14
By horizon✗ miss-21.3%
1d
✗ -5.6%
5d
✗ -0.8%
21d
✗ -21.3%
Original post
老白|Trader🐮 · 2026-06-14

下周美光,$MU 估计又要暴涨了!因为它的Q3 财报即将公布,高盛大幅上调美光目标价:认为“Q3成绩单”会很亮眼,供需紧张料贯穿2027年! 而在Q2财报中,美光管理层的指引如下:我们预计第三财季营收将创纪录,达到 335亿美元,上下浮动 7.5亿美元;毛利率约为 81.0%;运营费用约为 14亿美元。基于约 11.5亿股 的股本,我们预计每股收益 EPS 将创纪录,达到 19.15美元,上下浮动 0.40美元。 接下来就是大考的时候,如果Q3财报超预期,那估计又一轮暴涨,反过来。不及预期,收窄,那估计还会继续调整,我是认为前者的可能性大。 目前看,内存是AI赛道最能打的一个概念,毕竟物理短期内有极限啊!

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