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← @viewsofchris

$MU

BULLISH2026-10-06
Price around the call
↑ 2026-10-06
By horizonMaturing · ~9 trading days to go
1d
✗ -4.4%
5d
✗ -15.0%
21d
…
Original post
Chris Lee · 2026-10-06

美光计划从今年12月9日起启动并增加股票回购计划 从2026.12.9到2029.12.9,卖方共识下美光三年内累计自由现金流大约在$4,500亿– $5,200亿美元,中枢约$4,800亿美元。 $MU CHIPS法案回购限制两周年后加大资本回报,目标现金水位预计在2027财年一季度末达到。 "美光科技有望在2029年前实现累计$5,000亿美元的自由现金流。 -美光科技目前已拥有$734.8亿美元的现金储备。 -2027年的毛利率下限为86%,实际毛利率可能更高。 -他们很有可能超出预期,以维持股价上涨势头。他们的预期略显保守。" - TradexWhispere NFA, DYOR $SOXX

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