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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":610880360,"tweetId":"610880360","gmtCreate":1648546291253,"gmtModify":1648569083285,"author":{"id":3575000650579772,"idStr":"3575000650579772","authorId":3575000650579772,"authorIdStr":"3575000650579772","name":"Samwich","avatar":"https://static.tigerbbs.com/333bbe08da61ec501a2da43a65e31462","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>M</body></html>","htmlText":"<html><head></head><body>M</body></html>","text":"M","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/610880360","repostId":1160904487,"repostType":4,"repost":{"id":"1160904487","kind":"news","pubTimestamp":1648544113,"share":"https://www.laohunote.com/m/news/1160904487?lang=zh_CN&edition=full","pubTime":"2022-03-29 16:55","market":"us","language":"en","title":"Micron Reports Earnings Today. Here’s What to Expect.<blockquote>美光今天公布收益。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160904487","media":"Barrons","summary":"Memory-chip giant Micron Technology reports earnings this afternoon for its fiscal second quarter en","content":"<html><head></head><body>Memory-chip giant Micron Technology reports earnings this afternoon for its fiscal second quarter ended in February amid considerable crosswinds for the company and the memory sector in particular.<blockquote><html><head></head><body>存储芯片巨头美光科技今天下午公布了截至 2 月份的第二财季收益，该公司，尤其是存储器行业面临着相当大的阻力。</body></html></blockquote>A few weeks ago, pricing on NAND memory chips spiked after an outage at a factory in Japan operated by a joint venture owned by Western Digital (WDC) and Kioxia. But there are also some growing concerns about softening demand from both the personal computer and smartphone sectors, which could pressure pricing on DRAM chips. And there are lingering concerns about the supply chain tied to both the continuing Covid-19 pandemic–China this week announced a new lockdown in Shanghai–and the war in Ukraine.<blockquote>几周前，西部数据 (WDC) 和铠侠 (Kioxia) 旗下合资企业在日本运营的一家工厂发生停电后，NAND 存储芯片的价格飙升。但人们也越来越担心个人电脑和智能手机行业的需求疲软，这可能会给 DRAM 芯片的定价带来压力。人们对与持续的 Covid-19 大流行（中国本周宣布对上海实施新的封锁）和乌克兰战争有关的供应链的担忧挥之不去。</blockquote>For the quarter, Micron’s (ticker: MU) guidance calls for revenue of $7.5 billion, with non-GAAP profits of $1.95 a share. Street consensus is slightly higher at $7.53 billion and $1.98 a share. Street estimates call for $1.9 billion in NAND sales and $5.5 billion in DRAM sales in the quarter.<blockquote>美光公司（股票代码：MU）本季度的指导评级营收为 75 亿美元，非美国通用会计准则每股利润为 1.95 美元。华尔街共识略高，为 75.3 亿美元，每股 1.98 美元。Street 预计看涨期权本季度 NAND 销售额为 19 亿美元，DRAM 销售额为 55 亿美元。</blockquote>For the May quarter, Street consensus as tracked by FactSet calls for revenue of $8.1 billion and profits of $2.24 a share on a non-GAAP basis.<blockquote>FactSet 评级追踪的 5 月份季度，华尔街共识为按非 GAAP 计算的收入为 81 亿美元，每股利润为 2.24 美元。</blockquote>Citi analyst Chrstopher Danely writes in a research note previewing the quarter that he expects February quarter results in line with guidance, but sees potential that the May outlook could top Street estimates. Danely, who has a Buy rating and $120 target price on the stock, writes that DRAM pricing is likely to rise in the 2022 second half, driven by low supply and recovering demand. He also notes that both Micron and Western Digital raised NAND prices by about 10% in late February, with spot pricing up about 3%.<blockquote>花旗分析师 Chrstopher Danely 在一份预览本季度的研究报告中写道，他预计 2 月份季度业绩将符合指引，但认为 5 月份的前景可能会超过华尔街的预期。Danely 对该股给予买入评级，目标价为 120 美元，他写道，在供应不足和需求复苏的推动下，DRAM 定价可能会在 2022 年下半年上涨。他还指出，美光和西部数据在2月下旬都将NAND价格提高了约10%，现货价格上涨了约3%。</blockquote>Wedbush analyst Matt Bryson, who raised his rating on Micron shares to Outperform from Neutral when news of the production issues at the Western/Kioxia joint venture emerged, says that memory market conditions haven’t been quite as robust as he had expected. “Softer PC production, handset build cuts, and less robust retail conditions have reduced the likely magnitude of the upwards swing we anticipated in NAND pricing and similarly may prevent DRAM from realizing more pronounced upticks,” he writes. But Bryson adds that he still sees the stock as undervalued given expected earnings performance.<blockquote>Wedbush 分析师马特-布赖森（Matt Bryson）在西方/铠侠合资企业出现生产问题的消息传出后，将美光股票的评级从中性上调至跑赢大盘。“他写道：”个人电脑生产疲软、手机生产削减以及零售环境不太强劲，降低了我们预期的 NAND 定价可能上涨的幅度，同样也可能阻止 DRAM 实现更明显的上涨。但布赖森补充说，考虑到预期的盈利表现，他仍然认为该股被低估。</blockquote>Micron shares are down about 16% for the year to date.<blockquote>今年迄今为止，美光股价已下跌约 16%。</blockquote></body></html><blockquote></blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Reports Earnings Today. Here’s What to Expect.<blockquote>美光今天公布收益。以下是可以期待的。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nMicron Reports Earnings Today. Here’s What to Expect.<blockquote>美光今天公布收益。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2022-03-29 16:55\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Memory-chip giant Micron Technology reports earnings this afternoon for its fiscal second quarter ended in February amid considerable crosswinds for the company and the memory sector in particular.<blockquote><html><head></head><body>存储芯片巨头美光科技今天下午公布了截至 2 月份的第二财季收益，该公司，尤其是存储器行业面临着相当大的阻力。</body></html></blockquote>A few weeks ago, pricing on NAND memory chips spiked after an outage at a factory in Japan operated by a joint venture owned by Western Digital (WDC) and Kioxia. But there are also some growing concerns about softening demand from both the personal computer and smartphone sectors, which could pressure pricing on DRAM chips. And there are lingering concerns about the supply chain tied to both the continuing Covid-19 pandemic–China this week announced a new lockdown in Shanghai–and the war in Ukraine.<blockquote>几周前，西部数据 (WDC) 和铠侠 (Kioxia) 旗下合资企业在日本运营的一家工厂发生停电后，NAND 存储芯片的价格飙升。但人们也越来越担心个人电脑和智能手机行业的需求疲软，这可能会给 DRAM 芯片的定价带来压力。人们对与持续的 Covid-19 大流行（中国本周宣布对上海实施新的封锁）和乌克兰战争有关的供应链的担忧挥之不去。</blockquote>For the quarter, Micron’s (ticker: MU) guidance calls for revenue of $7.5 billion, with non-GAAP profits of $1.95 a share. Street consensus is slightly higher at $7.53 billion and $1.98 a share. Street estimates call for $1.9 billion in NAND sales and $5.5 billion in DRAM sales in the quarter.<blockquote>美光公司（股票代码：MU）本季度的指导评级营收为 75 亿美元，非美国通用会计准则每股利润为 1.95 美元。华尔街共识略高，为 75.3 亿美元，每股 1.98 美元。Street 预计看涨期权本季度 NAND 销售额为 19 亿美元，DRAM 销售额为 55 亿美元。</blockquote>For the May quarter, Street consensus as tracked by FactSet calls for revenue of $8.1 billion and profits of $2.24 a share on a non-GAAP basis.<blockquote>FactSet 评级追踪的 5 月份季度，华尔街共识为按非 GAAP 计算的收入为 81 亿美元，每股利润为 2.24 美元。</blockquote>Citi analyst Chrstopher Danely writes in a research note previewing the quarter that he expects February quarter results in line with guidance, but sees potential that the May outlook could top Street estimates. Danely, who has a Buy rating and $120 target price on the stock, writes that DRAM pricing is likely to rise in the 2022 second half, driven by low supply and recovering demand. He also notes that both Micron and Western Digital raised NAND prices by about 10% in late February, with spot pricing up about 3%.<blockquote>花旗分析师 Chrstopher Danely 在一份预览本季度的研究报告中写道，他预计 2 月份季度业绩将符合指引，但认为 5 月份的前景可能会超过华尔街的预期。Danely 对该股给予买入评级，目标价为 120 美元，他写道，在供应不足和需求复苏的推动下，DRAM 定价可能会在 2022 年下半年上涨。他还指出，美光和西部数据在2月下旬都将NAND价格提高了约10%，现货价格上涨了约3%。</blockquote>Wedbush analyst Matt Bryson, who raised his rating on Micron shares to Outperform from Neutral when news of the production issues at the Western/Kioxia joint venture emerged, says that memory market conditions haven’t been quite as robust as he had expected. “Softer PC production, handset build cuts, and less robust retail conditions have reduced the likely magnitude of the upwards swing we anticipated in NAND pricing and similarly may prevent DRAM from realizing more pronounced upticks,” he writes. But Bryson adds that he still sees the stock as undervalued given expected earnings performance.<blockquote>Wedbush 分析师马特-布赖森（Matt Bryson）在西方/铠侠合资企业出现生产问题的消息传出后，将美光股票的评级从中性上调至跑赢大盘。“他写道：”个人电脑生产疲软、手机生产削减以及零售环境不太强劲，降低了我们预期的 NAND 定价可能上涨的幅度，同样也可能阻止 DRAM 实现更明显的上涨。但布赖森补充说，考虑到预期的盈利表现，他仍然认为该股被低估。</blockquote>Micron shares are down about 16% for the year to date.<blockquote>今年迄今为止，美光股价已下跌约 16%。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/micron-stock-price-earnings-51648505233?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.barrons.com/articles/micron-stock-price-earnings-51648505233?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160904487","content_text":"Memory-chip giant Micron Technology reports earnings this afternoon for its fiscal second quarter ended in February amid considerable crosswinds for the company and the memory sector in particular.A few weeks ago, pricing on NAND memory chips spiked after an outage at a factory in Japan operated by a joint venture owned by Western Digital (WDC) and Kioxia. But there are also some growing concerns about softening demand from both the personal computer and smartphone sectors, which could pressure pricing on DRAM chips. And there are lingering concerns about the supply chain tied to both the continuing Covid-19 pandemic–China this week announced a new lockdown in Shanghai–and the war in Ukraine.For the quarter, Micron’s (ticker: MU) guidance calls for revenue of $7.5 billion, with non-GAAP profits of $1.95 a share. Street consensus is slightly higher at $7.53 billion and $1.98 a share. Street estimates call for $1.9 billion in NAND sales and $5.5 billion in DRAM sales in the quarter.For the May quarter, Street consensus as tracked by FactSet calls for revenue of $8.1 billion and profits of $2.24 a share on a non-GAAP basis.Citi analyst Chrstopher Danely writes in a research note previewing the quarter that he expects February quarter results in line with guidance, but sees potential that the May outlook could top Street estimates. Danely, who has a Buy rating and $120 target price on the stock, writes that DRAM pricing is likely to rise in the 2022 second half, driven by low supply and recovering demand. He also notes that both Micron and Western Digital raised NAND prices by about 10% in late February, with spot pricing up about 3%.Wedbush analyst Matt Bryson, who raised his rating on Micron shares to Outperform from Neutral when news of the production issues at the Western/Kioxia joint venture emerged, says that memory market conditions haven’t been quite as robust as he had expected. “Softer PC production, handset build cuts, and less robust retail conditions have reduced the likely magnitude of the upwards swing we anticipated in NAND pricing and similarly may prevent DRAM from realizing more pronounced upticks,” he writes. But Bryson adds that he still sees the stock as undervalued given expected earnings performance.Micron shares are down about 16% for the year to date.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":1121,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":1,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/610880360"}