社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
Unimo
UW USC
IP属地：广东
+关注
帖子 · 27
帖子 · 27
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
Unimo
Unimo
·
07-30
$Meta Platforms, Inc.(META)$
这种生死时刻说怎么发产品的，怎么提升软件粘性的，含糊的讲怎么赚钱。我想空了
看
2,235
回复
1
点赞
1
编组 21备份 2
分享
举报
Unimo
Unimo
·
07-23
$谷歌(GOOG)$
可能是我胆小但我不敢碰了。想通过谷歌看Ai赚不赚钱，回答是造血主要在云服务这一块，这不纯踢皮球？ 然后是google还是在老打法，砸钱换未来用户。我之前就是antigravity的用户，现在周活200万，纯福利砸钱，125的套餐，里面gemini用量我一公司都很难用完，还包括claude opus4.6很多份额和ai代币。这个是toC，toB也是砸钱拿合作。 然后就是一些小坑，比如说利润表里有anthropic暴涨的身价，没计入的设备折旧，等 TPU倒是在积极备货，但问答提到的不多，说要27-28年才集中释放业绩。优先让自己冲Gemini 4，然后是平衡外卖。 一个人有问到大概是模型效率的提升，和TPU算力的Margin提升之间的关系。回复的很模糊 关系不大但我感觉不是很舒服...至少没有我觉得够强势的回答。 综合来看，这个回答就算短期利好供应链（Gemini 4会是大参数模型），但Ai赚不赚钱这个问题，还在滚雪球
看
1,333
回复
评论
点赞
1
编组 21备份 2
分享
举报
Unimo
Unimo
·
06-22
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
看
602
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
Unimo
Unimo
·
04-27
$台积电(TSM)$
击鼓传花可不能炸我手里了😰我溜了
看
884
回复
评论
点赞
1
编组 21备份 2
分享
举报
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
看
1,247
回复
评论
点赞
1
编组 21备份 2
分享
举报
Unimo
Unimo
·
04-14
$闪迪(SNDK)$
1000见好就收🙏
看
940
回复
评论
点赞
4
编组 21备份 2
分享
举报
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
看
3,129
回复
评论
点赞
1
编组 21备份 2
分享
举报
Unimo
Unimo
·
04-02
$纳斯达克(.IXIC)$
震荡盘 好玩的(*¯︶¯*)
看
2,089
回复
评论
点赞
2
编组 21备份 2
分享
举报
Unimo
Unimo
·
04-01
$纳斯达克(.IXIC)$
好耶🥳
看
1,777
回复
评论
点赞
1
编组 21备份 2
分享
举报
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🥳
看
2,240
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3551269963098170","uuid":"3551269963098170","gmtCreate":1588175940999,"gmtModify":1779449141344,"name":"Unimo","pinyin":"unimo","introduction":"","introductionEn":"","signature":"UW USC","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":9,"tweetSize":27,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":4,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.17","exceedPercentage":"93.17%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.23","exceedPercentage":"93.21%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.17","exceedPercentage":"93.08%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":1,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":591423717621904,"gmtCreate":1785357982116,"gmtModify":1785357984096,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"Unimo","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 这种生死时刻说怎么发产品的，怎么提升软件粘性的，含糊的讲怎么赚钱。我想空了","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 这种生死时刻说怎么发产品的，怎么提升软件粘性的，含糊的讲怎么赚钱。我想空了","text":"$Meta Platforms, Inc.(META)$ 这种生死时刻说怎么发产品的，怎么提升软件粘性的，含糊的讲怎么赚钱。我想空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591423717621904","isVote":1,"tweetType":1,"viewCount":2235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588708763455688,"gmtCreate":1784759151178,"gmtModify":1784767175672,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"Unimo","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 可能是我胆小但我不敢碰了。想通过谷歌看Ai赚不赚钱，回答是造血主要在云服务这一块，这不纯踢皮球？ 然后是google还是在老打法，砸钱换未来用户。我之前就是antigravity的用户，现在周活200万，纯福利砸钱，125的套餐，里面gemini用量我一公司都很难用完，还包括claude opus4.6很多份额和ai代币。这个是toC，toB也是砸钱拿合作。 然后就是一些小坑，比如说利润表里有anthropic暴涨的身价，没计入的设备折旧，等 TPU倒是在积极备货，但问答提到的不多，说要27-28年才集中释放业绩。优先让自己冲Gemini 4，然后是平衡外卖。 一个人有问到大概是模型效率的提升，和TPU算力的Margin提升之间的关系。回复的很模糊 关系不大但我感觉不是很舒服...至少没有我觉得够强势的回答。 综合来看，这个回答就算短期利好供应链（Gemini 4会是大参数模型），但Ai赚不赚钱这个问题，还在滚雪球","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 可能是我胆小但我不敢碰了。想通过谷歌看Ai赚不赚钱，回答是造血主要在云服务这一块，这不纯踢皮球？ 然后是google还是在老打法，砸钱换未来用户。我之前就是antigravity的用户，现在周活200万，纯福利砸钱，125的套餐，里面gemini用量我一公司都很难用完，还包括claude opus4.6很多份额和ai代币。这个是toC，toB也是砸钱拿合作。 然后就是一些小坑，比如说利润表里有anthropic暴涨的身价，没计入的设备折旧，等 TPU倒是在积极备货，但问答提到的不多，说要27-28年才集中释放业绩。优先让自己冲Gemini 4，然后是平衡外卖。 一个人有问到大概是模型效率的提升，和TPU算力的Margin提升之间的关系。回复的很模糊 关系不大但我感觉不是很舒服...至少没有我觉得够强势的回答。 综合来看，这个回答就算短期利好供应链（Gemini 4会是大参数模型），但Ai赚不赚钱这个问题，还在滚雪球","text":"$谷歌(GOOG)$ 可能是我胆小但我不敢碰了。想通过谷歌看Ai赚不赚钱，回答是造血主要在云服务这一块，这不纯踢皮球？ 然后是google还是在老打法，砸钱换未来用户。我之前就是antigravity的用户，现在周活200万，纯福利砸钱，125的套餐，里面gemini用量我一公司都很难用完，还包括claude opus4.6很多份额和ai代币。这个是toC，toB也是砸钱拿合作。 然后就是一些小坑，比如说利润表里有anthropic暴涨的身价，没计入的设备折旧，等 TPU倒是在积极备货，但问答提到的不多，说要27-28年才集中释放业绩。优先让自己冲Gemini 4，然后是平衡外卖。 一个人有问到大概是模型效率的提升，和TPU算力的Margin提升之间的关系。回复的很模糊 关系不大但我感觉不是很舒服...至少没有我觉得够强势的回答。 综合来看，这个回答就算短期利好供应链（Gemini 4会是大参数模型），但Ai赚不赚钱这个问题，还在滚雪球","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588708763455688","isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577826771255600,"gmtCreate":1782094460364,"gmtModify":1782094576510,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"Unimo","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"title":"","htmlText":"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？","listText":"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？","text":"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？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577826771255600","repostId":"1128328139","repostType":2,"repost":{"id":"1128328139","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781935853,"share":"https://www.laohunote.com/m/news/1128328139?lang=zh_CN&edition=full","pubTime":"2026-06-20 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\" 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>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</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n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\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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":{"MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128328139","content_text":"核心要点Micron Technology（ 美光科技）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。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。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。美光将于下周三收盘后公布其2026财年第三财季业绩。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。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。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。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。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%。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。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。《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。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUD":0.6,"MU":2,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558150014039928,"gmtCreate":1777298869780,"gmtModify":1777298881870,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"Unimo","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 击鼓传花可不能炸我手里了😰我溜了","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 击鼓传花可不能炸我手里了😰我溜了","text":"$台积电(TSM)$ 击鼓传花可不能炸我手里了😰我溜了","images":[{"img":"https://static.tigerbbs.com/bb51f98c58ec5d88336dd8a445d2ab00","width":"1029","height":"1115"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558150014039928","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":555689247172224,"gmtCreate":1776699558075,"gmtModify":1776699560338,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"Unimo","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 464收菜了，怕海力士过来前能看到一个史诗级大跳水","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 464收菜了，怕海力士过来前能看到一个史诗级大跳水","text":"$美光科技(MU)$ 464收菜了，怕海力士过来前能看到一个史诗级大跳水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555689247172224","isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553536911153128,"gmtCreate":1776175485984,"gmtModify":1776175498088,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"Unimo","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 1000见好就收🙏","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 1000见好就收🙏","text":"$闪迪(SNDK)$ 1000见好就收🙏","images":[{"img":"https://static.tigerbbs.com/ed338075b78ba366b4ccc93a5fe0c279","width":"942","height":"841"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553536911153128","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":550711876352000,"gmtCreate":1775473048424,"gmtModify":1775473060540,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"Unimo","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 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","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 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","text":"$纳斯达克(.IXIC)$ 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","images":[{"img":"https://static.tigerbbs.com/e28f33634c746ac6bded8c7bf2be819b","width":"1320","height":"2868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/550711876352000","isVote":1,"tweetType":1,"viewCount":3129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":549353163678648,"gmtCreate":1775141259983,"gmtModify":1775141271936,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"Unimo","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 震荡盘 好玩的(*¯︶¯*) ","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 震荡盘 好玩的(*¯︶¯*) ","text":"$纳斯达克(.IXIC)$ 震荡盘 好玩的(*¯︶¯*)","images":[{"img":"https://static.tigerbbs.com/623a28e3efe3207cb318bbe0cb414f77","width":"726","height":"1169"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549353163678648","isVote":1,"tweetType":1,"viewCount":2089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":548993263977008,"gmtCreate":1775053387123,"gmtModify":1775053399278,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"Unimo","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 好耶🥳","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 好耶🥳","text":"$纳斯达克(.IXIC)$ 好耶🥳","images":[{"img":"https://static.tigerbbs.com/528483b092587198d7f1dba2a2c83ecb","width":"1122","height":"2097"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548993263977008","isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":548653816127848,"gmtCreate":1774972262536,"gmtModify":1774973242375,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"Unimo","avatar":"https://static.tigerbbs.com/fa0c96a4766c342c173b58197182fb11","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 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🥳","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 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🥳","text":"$纳斯达克(.IXIC)$ 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🥳","images":[{"img":"https://static.tigerbbs.com/5e2f4b96d81e45cad9957e872575b250","width":"1320","height":"2868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548653816127848","isVote":1,"tweetType":1,"viewCount":2240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}