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$MU

BULLISH2026-09-29
Price around the call
↑ 2026-09-29
By horizonMaturing · ~4 trading days to go
1d
✓ +2.9%
5d
…
21d
…
Original post
大老师Bugsbunny · 2026-09-29

这次 $MU 财报,我更防冲高回落。想追多,先看1100—1110能不能真正站稳。 这个位置已经连续出现卖压:9月23日最高1105.5,25日最高1108.7,两次都没守住; 8日收盘回到1054附近。我的理解是,多头还需要更强的催化,才能消化这一区域的抛压。 基本面偏积极,AI存储需求和价格上涨继续支持盈利,本季大概率继续Beat。 但财报前的预期已经不低,市场本来就在等一份不容任何错误的答卷。 本季Beat,指引未上调不构成继续上涨的条件 多头条件是:指引明显超预期,股价突破1110后回踩守住,再结合财报后更新的GEX和期权成交,判断上方还有没有持续买盘。 反过来,如果财报冲高又被压回1100下方,我会先按突破失败处理。 下方盯1030—1032,近期低点集中在这里; 跌破且反抽收不回,再观察1000。若届时更新的GEX也转负,我会更防下跌延续,不急着接。 还有个实际风险:0月2日本周到期的合约,还跨着周五非农。 财报兑现后,利率仍可能改变科技股的交易方向,不能把周四的上涨直接外推到周五。 我的倾向:财报交易先克制。1100附近的冲高我不追,站稳1110后再评估;指引一般又守不住1030,就转防守。 ————————— 另外养老金的季度调仓也将会干扰 本次财报 前的市场行情 本季度的养老金调仓以卖出为主 ————————— 可以上MSX交易 MU 这是我的邀请链接:https://t.co/Mj4Dor2RDK @MSX_CN @Jing_MSX

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