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美光科技(MU)
981.32
-46.45
-4.52%
行情数据延迟15分钟
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子语哩哩哩
·
00:53
$美光科技(MU)$
来三个人评论涨或跌，按票数比买[愤怒] （瞎买）
$美光科技(MU)$ 来三个人评论涨或跌，按票数比买[愤怒] （瞎买）
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牛熊两吃
·
09-09 23:43
$美光科技(MU)$
稳定的涨起来了
$美光科技(MU)$ 稳定的涨起来了
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1
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纳指起起伏伏
·
09-09 13:48
半导体集体大涨，发生了什么？
昨夜，美股三大指数集体收跌，大盘整体承压；半导体板块内部出现明显分化：
$英特尔(INTC)$
暴涨 9%，市值增加约 455 亿美元；
$美国超微公司(AMD)$
上涨 5.9%，
$高通(QCOM)$
、
$博通(AVGO)$
、
$阿斯麦(ASML)$
上涨约3%； 受板块情绪带动，半导体 ETF 同步走强，
$半导体指数ETF-HOLDRs(SMH)$
、
$iShares费城交易所半导体ETF(SOXX)$
跟随上行，
$三倍做多半导体ETF-Direxion Daily(SOXL)$
更是暴涨涨5.1%； 另一边
$英伟达(NVDA)$
跌 2%，
半导体集体大涨，发生了什么？
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Shyon
·
09-10 18:17
我会选择先不追，等周五通胀数据落地后再决定。现在存储板块的基本面确实越来越强，AI 带来的 HBM、DRAM 和 NAND 需求依然值得看好，但短期涨幅已经不小，叠加油价重新站上 100 美元和美债收益率走高，我更愿意给自己留一点安全空间。 尤其是
$Micron Technology(MU)$
近期重新站上 1000 美元，我会更加关注它能不能在高位站稳，而不是看到大涨就马上追进去。存储周期如果真的进入新一轮上行，机会不会只有一天，耐心等回调反而可能有更好的风险回报。 我目前对美光的中长期逻辑依然偏乐观，所以如果周五通胀数据没有明显超预期，我反而会把回调看成分批加仓的机会。AI 算力持续扩张，对高性能内存的需求仍然是我看好存储板块的重要原因。 对我来说，现在最重要的不是猜一天的涨跌，而是控制自己的入场节奏。我宁愿错过一小段上涨，也不想在宏观不确定性最高的时候追高，毕竟真正的行情如果成立，后面通常还会有很多机会。
@小虎热点雷达
@Tiger_comments
@TigerClub
@
TigerStars
我会选择先不追，等周五通胀数据落地后再决定。现在存储板块的基本面确实越来越强，AI 带来的 HBM、DRAM 和 NAND 需求依然值得看好，但短期涨幅已...
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Shyon
·
09-09 14:03
我会选抄美光
$Micron Technology(MU)$
，但不是因为“跌得多就一定补涨”。 SK海力士
$SK hynix(SKHY)$
目前确实是景气度更强的代表，尤其HBM受AI算力需求推动，市场给它更高溢价是有基本面支撑的。近期整个存储板块都重新受到AI资本开支和存储涨价预期推动。 但如果从未来几个季度的赔率来看，我反而更关注MU。美光近期明显跑输同业，市场已经反映了不少担忧；而一旦DRAM、HBM价格继续走强，或者下一份财报进一步验证盈利能力改善，MU存在“预期差修复”的空间。当前市场也已经在等待美光9月底的财报作为下一次重要验证。 所以我的策略是：SK Hynix负责确认趋势，MU负责寻找补涨机会。 我不会在存储股集体大涨后重仓追高，而是更倾向于MU回调时分批布局。真正值得关注的不是谁今天涨得最多，而是谁未来几个季度还能持续兑现涨价、HBM出货和自由现金流。 如果一定二选一，我会选MU，前提是用分批买入而不是一次性梭哈。
@小虎福利站
@老板让我来发币
@Tiger_comments
@
我会选抄美光 $Micron Technology(MU)$ ，但不是因为“跌得多就一定补涨”。 SK海力士 $SK hynix(SKHY)$ 目前确实是...
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五星出东方:
选MU是对的，因为它是美国企业。SK，三星最大风险来自于地缘政治
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听到钱的声音
·
09-08 11:01
$美光科技(MU)$
$美光科技(MU)$
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听到钱的声音
·
09-08 11:00
$美光科技(MU)$
$美光科技(MU)$
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Shyon
·
09-09 23:48
我个人这周会更偏向先看美光
$Micron Technology(MU)$
，而不是追英特尔
$Intel(INTC)$
。英特尔这波 9% 的上涨确实很强，但如果主要是板块情绪和券商上调带动，短线追高的性价比未必最高。反而 MU 虽然短期承压，但存储周期、AI需求和后续消息仍值得继续观察。 不过我也不会急着重仓，毕竟油价和通胀数据现在才是整个市场的共同变量。周五通胀数据出来前，我会更倾向分批、控制仓位，而不是一次性押方向。 如果数据缓和、利率预期回落，MU这类基本面有催化剂的股票可能更容易得到资金重新定价。 对我来说，这周的核心不是“谁跌了就买谁”，而是看基本面+催化剂+市场环境能不能同时站在同一边。英特尔如果继续放量突破，我会再考虑顺势；MU则更适合我这种偏中长期、慢慢收集的思路。
@
TigerStars
@TigerClub
@Tiger_comments
我个人这周会更偏向先看美光 $Micron Technology(MU)$ ，而不是追英特尔 $Intel(INTC)$ 。英特尔这波 9% 的上涨确实很...
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一路长虹1900
·
09-08 04:01
$美光科技(MU)$
能回答前高吗？
$美光科技(MU)$能回答前高吗？
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马虎恶魔号
·
09-04
$美光科技(MU)$
我昨天说你们还不信，我都说了这几天mu很活跃一直在吸筹 动能看板这几天mu从最后一位每天进步一点点，是灰常看好的
$美光科技(MU)$ 我昨天说你们还不信，我都说了这几天mu很活跃一直在吸筹 动能看板这几天mu从最后一位每天进步一点点，是灰常看好的
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hghdsa:
这是用什么app看的
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公司概况
公司名称
美光科技
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.micron.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
美光科技公司于1978年10月5日在美国特拉华州注册成立。美光科技公司及其合并子公司是创新内存和存储解决方案的行业领导者。通过其全球品牌Micron和Critical，其广泛的高性能内存和存储技术组合，包括DRAM、NAND、NOR内存，正在改变世界如何利用信息丰富所有人的生活。凭借超过40年的技术领先地位，公司的内存和存储解决方案在移动、数据中心、客户端、消费者、工业、图形、汽车和网络等关键市场领域实现颠覆性趋势，包括人工智能、5G、机器学习和自主车。
08-26
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
08-21
关联方拟减持公告
Form 144 | 美光科技高管 Mehrotra 拟减持40000股，总价约3958.7万美元
Form 144 | 美光科技高管 Mehrotra 拟减持40000股，总价约3958.7万美元
08-18
关联方拟减持公告
Form 144 | 美光科技高管 Sumit Sadana 拟减持15000股，总价约1401万美元
Form 144 | 美光科技高管 Sumit Sadana 拟减持15000股，总价约1401万美元
07-25
关联方拟减持公告
Form 144 | MICRON TECHNOLOGY INC 高管兼董事 Sanjay Mehrotra 拟减持40000股，拟售总市值约37290024美元
Form 144 | MICRON TECHNOLOGY INC 高管兼董事 Sanjay Mehrotra 拟减持40000股，拟售总市值约37290024美元
07-24
关联方拟减持公告
Form 144 | Micron高管 Scott Allen 拟减持879股，总价约87.9万美元
Form 144 | Micron高管 Scott Allen 拟减持879股，总价约87.9万美元
07-01
关联方拟减持公告
Form 144 | Micron高管 April Arnzen 拟减持40000股，总价约4335万美元
Form 144 | Micron高管 April Arnzen 拟减持40000股，总价约4335万美元
06-30
关联方拟减持公告
Form 144 | 美光科技董事 Lynn A. Dugle 拟减持1300股，总价约150万美元
Form 144 | 美光科技董事 Lynn A. Dugle 拟减持1300股，总价约150万美元
06-26
关联方拟减持公告
Form 144 | MICRON TECHNOLOGY INC 高管兼董事 Sanjay Mehrotra 拟减持40,000股，拟套现约4633.53万美元
Form 144 | MICRON TECHNOLOGY INC 高管兼董事 Sanjay Mehrotra 拟减持40,000股，拟套现约4633.53万美元
06-25
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
06-24
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-09
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-29
关联方拟减持公告
Form 144 | Micron高管 Sanjay Mehrotra拟减持4万股，总价约3845万美元
Form 144 | Micron高管 Sanjay Mehrotra拟减持4万股，总价约3845万美元
05-15
超过5%披露
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
05-12
关联方拟减持公告
Form 144 | Micron Technology高管 The Steven & Chris Gomo Trust 拟减持2000股，总价约157万美金
Form 144 | Micron Technology高管 The Steven & Chris Gomo Trust 拟减持2000股，总价约157万美金
05-01
关联方拟减持公告
Form 144 | MICRON TECHNOLOGY CEO Sanjay Mehrotra 拟减持4万股，市值约2145万亿美元
Form 144 | MICRON TECHNOLOGY CEO Sanjay Mehrotra 拟减持4万股，市值约2145万亿美元
分时
5日
日
周
月
数据加载中...
最高
999.00
今开
996.78
量比
0.99
最低
973.50
昨收
1,027.77
换手率
1.66%
热议股票
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