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Unimo
UW USC
IP属地：广东
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Unimo
Unimo
·
06-22 10:14
你这看法..大白话就是涨的有点久，不知道什么理由但感觉该跌了？
美光股价面临第三财季业绩考验：历史经验显示接下来可能发生什么
尽管美光已经连续12个季度超出市场盈利预期，但财报发布后的首个交易日，其股价有7次出现下跌。过去12个月里，美光股价累计上涨817%，投资者押注人工智能的发展将持续推动存储芯片需求增长。美光将于下周三收盘后公布其2026财年第三财季业绩。更值得注意的是，美光财报超预期的幅度、或者管理层业绩指引的强弱，与财报发布后股价表现之间并不存在严格的对应关系。
美光股价面临第三财季业绩考验：历史经验显示接下来可能发生什么
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Unimo
Unimo
·
04-27
$台积电(TSM)$
击鼓传花可不能炸我手里了😰我溜了
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Unimo
Unimo
·
04-20
$美光科技(MU)$
464收菜了，怕海力士过来前能看到一个史诗级大跳水
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Unimo
Unimo
·
04-14
$闪迪(SNDK)$
1000见好就收🙏
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Unimo
Unimo
·
04-06
$纳斯达克(.IXIC)$
你们看的消息怎么和我的不一样🥹我这看着打得热火朝天的，这协议开盘真能谈下来？一个小时内才互炸完一轮
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Unimo
Unimo
·
04-02
$纳斯达克(.IXIC)$
震荡盘 好玩的(*¯︶¯*)
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Unimo
Unimo
·
04-01
$纳斯达克(.IXIC)$
好耶🥳
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Unimo
Unimo
·
03-31
$纳斯达克(.IXIC)$
昨天控风险仓位很小，今天早上肝一下，勉强多赚一半，下午垃圾时间不看了，可以奖励自己吃早茶了🥳
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Unimo
Unimo
·
03-23
$纳斯达克(.IXIC)$
我觉得别研究市场和公司了，琢磨特朗普的战术节点。压垮全球股市，逼降息，砍贸易逆差，逼制造业回流。一套连招精明的很，全算好了 打仗就是个工具/剧本
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Unimo
Unimo
·
03-19
$闪迪(SNDK)$
本来在美光，想了想挪一点点到闪迪。财报好就利好存储爆拉，财报不好和我闪迪有什么关系，不动[笑哭]
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14:10","market":"hk","language":"zh","title":"美光股价面临第三财季业绩考验：历史经验显示接下来可能发生什么","url":"https://stock-news.laohu8.com/highlight/detail?id=1128328139","media":"老虎资讯综合","summary":"尽管美光已经连续12个季度超出市场盈利预期，但财报发布后的首个交易日，其股价有7次出现下跌。过去12个月里，美光股价累计上涨817%，投资者押注人工智能的发展将持续推动存储芯片需求增长。美光将于下周三收盘后公布其2026财年第三财季业绩。更值得注意的是，美光财报超预期的幅度、或者管理层业绩指引的强弱，与财报发布后股价表现之间并不存在严格的对应关系。","content":"<html><head></head><body><h3 style=\"text-align: left;\">核心要点</h3><ul><li><p style=\"text-align: left;\">Micron Technology（ <a href=\"https://laohu8.com/S/MU\">美光科技</a>）预计将在第三财季实现大幅增长，市场预测其调整后每股收益为20.70美元，营收为355.6亿美元。</p></li><li><p style=\"text-align: left;\">尽管美光已经连续12个季度超出市场盈利预期，但财报发布后的首个交易日，其股价有7次出现下跌。</p></li><li><p style=\"text-align: left;\">过去12个月里，美光股价累计上涨817%，投资者押注人工智能的发展将持续推动存储芯片需求增长。</p></li></ul><p style=\"text-align: left;\">Micron Technology（股票代码：MU）的股价正处于一轮强劲上涨行情之中，但下周公布的财报可能成为一道障碍——即使这家存储芯片制造商再次交出超预期的成绩单。</p><p style=\"text-align: left;\">美光将于下周三收盘后公布其2026财年第三财季业绩。</p><p style=\"text-align: left;\">市场预计其增长将极为惊人。根据 FactSet 的数据，美光调整后每股收益预计达到20.70美元，而去年同期仅为1.71美元；营收预计将从去年同期的93亿美元增长至355.6亿美元。</p><p style=\"text-align: left;\">然而，即使美光再次超出市场预期，也并不意味着其过去12个月高达817%的涨势会立刻延续下去。</p><p style=\"text-align: left;\">根据 Dow Jones Market Data 的统计，美光已经连续12个季度实现盈利超预期，但在财报公布后的首个交易日中，其股价有7次出现下跌。</p><p style=\"text-align: left;\">更值得注意的是，美光财报超预期的幅度、或者管理层业绩指引的强弱，与财报发布后股价表现之间并不存在严格的对应关系。</p><p style=\"text-align: left;\">事实上，今年3月公布的上一份财报，是过去两年来美光相对于市场预期超出幅度最大的一次。然而，财报公布后的第二天，公司股价仍然下跌了3.8%。</p><p style=\"text-align: left;\">当然，投资者获利了结所导致的单日股价反应，并不能完全说明一家公司的长期投资前景。</p><p style=\"text-align: left;\">自今年3月那份财报发布以来，美光股价已经累计上涨168%。越来越多的投资者相信，人工智能的快速发展意味着存储芯片需求将迎来长期增长，而这种增长有望摆脱传统半导体行业“繁荣—衰退”周期的束缚。</p><p style=\"text-align: left;\">《巴伦周刊》此前曾指出，考虑到人工智能服务器对相关硬件的巨大需求，美光以及多家同行芯片企业的估值仍然偏低，尚未充分反映其未来增长潜力。</p></body></html>","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\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-20 14:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 style=\"text-align: left;\">核心要点</h3><ul><li><p style=\"text-align: left;\">Micron Technology（ <a href=\"https://laohu8.com/S/MU\">美光科技</a>）预计将在第三财季实现大幅增长，市场预测其调整后每股收益为20.70美元，营收为355.6亿美元。</p></li><li><p style=\"text-align: left;\">尽管美光已经连续12个季度超出市场盈利预期，但财报发布后的首个交易日，其股价有7次出现下跌。</p></li><li><p style=\"text-align: left;\">过去12个月里，美光股价累计上涨817%，投资者押注人工智能的发展将持续推动存储芯片需求增长。</p></li></ul><p style=\"text-align: left;\">Micron Technology（股票代码：MU）的股价正处于一轮强劲上涨行情之中，但下周公布的财报可能成为一道障碍——即使这家存储芯片制造商再次交出超预期的成绩单。</p><p style=\"text-align: left;\">美光将于下周三收盘后公布其2026财年第三财季业绩。</p><p style=\"text-align: left;\">市场预计其增长将极为惊人。根据 FactSet 的数据，美光调整后每股收益预计达到20.70美元，而去年同期仅为1.71美元；营收预计将从去年同期的93亿美元增长至355.6亿美元。</p><p style=\"text-align: left;\">然而，即使美光再次超出市场预期，也并不意味着其过去12个月高达817%的涨势会立刻延续下去。</p><p style=\"text-align: left;\">根据 Dow Jones Market Data 的统计，美光已经连续12个季度实现盈利超预期，但在财报公布后的首个交易日中，其股价有7次出现下跌。</p><p style=\"text-align: left;\">更值得注意的是，美光财报超预期的幅度、或者管理层业绩指引的强弱，与财报发布后股价表现之间并不存在严格的对应关系。</p><p style=\"text-align: left;\">事实上，今年3月公布的上一份财报，是过去两年来美光相对于市场预期超出幅度最大的一次。然而，财报公布后的第二天，公司股价仍然下跌了3.8%。</p><p style=\"text-align: left;\">当然，投资者获利了结所导致的单日股价反应，并不能完全说明一家公司的长期投资前景。</p><p style=\"text-align: left;\">自今年3月那份财报发布以来，美光股价已经累计上涨168%。越来越多的投资者相信，人工智能的快速发展意味着存储芯片需求将迎来长期增长，而这种增长有望摆脱传统半导体行业“繁荣—衰退”周期的束缚。</p><p style=\"text-align: left;\">《巴伦周刊》此前曾指出，考虑到人工智能服务器对相关硬件的巨大需求，美光以及多家同行芯片企业的估值仍然偏低，尚未充分反映其未来增长潜力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUU":"2倍做多MU ETF-Direxion","MUD":"1倍做空MU ETF-Direxion","MU":"美光科技","MULL":"2倍做多MU 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