业界说明，美光之所以被赋予"风向球"角色，关键在于其站在AI供应链更上游，出货与接单能直接反映 AI运算对存储器的真实需求，是第一个观察重点。 业界强调，若美光能以财报数据与前瞻指引重新稳定市场信心，将有助AI族群走出短线阴霾，成为本 周科技股的重要定锚。 其次，市场聚焦HBM对获利结构的拉抬效果，由于HBM已成为存储器产业毛利率最高的产品线，美光 能否透过先进HBM产品持续拉升整体毛利，被视为在AI时代能否维持"高品质成长"的关键。 第三是HBM产能排挤效应对整体存储器供需的影响。业界点出，随着原厂资源与资本支出持续向HBM 倾斜，是否进一步压缩传统DRAM与NAND芯片供给，进而强化整体报价走势。 第四是企业级固态硬碟（eSSD）出货动能，主因随着AI服务器对高容量、高效能储存需求同步攀升， eSSD已成为美光在AI布局的第二个成长引擎。 美光台北时间明（18）日凌晨发布上季财报与展望前夕。近期AI泡沫化忧虑四起，市场期盼，在AI时 代扮演要角的美光能释出更多喜讯，"用『美光』再度为AI点亮明灯"。 最后是美光对未来存储器需求与报价走势看法，在博通、甲骨文法说未能全面提振市场信心之际，市场 期待美光能释出 ...

Micron Technology Inc (NASDAQ:MU) looks to continue a streak of beating analyst estimates when the company reports first-quarter financial results Wednesday after market close. • Micron Technology stock is showing positive momentum. What’s ahead for MU stock?Here are the earnings estimates, what analysts are saying ahead of the report and the key items to watch.Earnings Estimates: Analysts expect Micron to report first-quarter revenue of $12.81 billion, up from $8.71 billion, according to data from Benzing ...

科技股普遍下跌。 | ▽ 筛选 | | 最新价 = | 涨跌幅 = □ | | --- | --- | --- | --- | | 安谋 | | 119.15 | -4.20% | | US ARM | | | | | Applovin Corporation | | 660.55 | -2.16% | | US APP | | | | | 美光科技 | | 233.70 | -1.60% | | us MU | | | | | 高遵 | | 176.60 | -1.48% | | us QCOM | | | | | 台积电 | | 285.04 | -0.94% | | us TSM | | | | | 阿斯麦 | | 1077.86 | -0.92% | | US ASML | | | | | 英特尔 | | 37.32 | -0.51% | | US INTC | | | | | 博通 | | 338.20 | -0.48% | | US AVGO | | | | | 赛富时 | | 253.58 | -0.39% | | us CRM | | | | | 苹果 | W | 273.73 | -0.14 ...

In the current market session, Micron Technology Inc. (NASDAQ:MU) stock price is at $231.42, after a 2.56% drop. However, over the past month, the company's stock increased by 1.28%, and in the past year, by 122.73%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. Micron Technology P/E Compared to CompetitorsThe P/E ratio measures the current share price to the company's EPS. It is used by long-term investor ...

公司概况与市场地位 - 美光科技是半导体行业的重要参与者，专注于内存和存储解决方案，以其动态随机存取存储器和NAND闪存产品闻名 [1] - 公司的主要竞争对手包括三星和SK海力士等其他主要芯片制造商 [1] - 公司当前市值约为2650亿美元至2710亿美元 [2][4] 分析师评级与价格目标 - UBS为美光科技设定了300美元的目标价，较其当前237.50美元的交易价格有26.32%的上涨空间 [1] - Wedbush分析师同样将12个月目标价上调至300美元，此前为220美元，并维持“跑赢大盘”评级 [2] - 两家机构上调目标价均基于对股票看涨的展望 [4] 行业动态与定价环境 - 内存市场的平均售价涨幅超出预期，促使分析师修正预测 [3] - DRAM现货价格在9月和10月经历了显著上涨，制造商已开始提高对小客户的价格 [3] - 定价条件的快速改善，使分析师预计美光科技将再次实现盈利超预期 [3] - 行业定价的改善强于预期，且利润率前景更为有利，是目标价上调的原因 [2][4] 股价表现与交易情况 - 公司股价近期下跌1.51%，相当于下跌3.64美元，日内交易低点为236.09美元，高点为250.11美元 [4] - 过去52周，股价最高达到264.75美元，最低为61.54美元 [4] - 近期股票交易量为16,517,534股 [4] - 尽管股价存在显著波动，但公司维持强劲的市值，反映了投资者对其增长潜力的信心 [4]

Micron Technology (MU) will release its first-quarter fiscal 2026 earnings on Wednesday, Dec. 17. Market expectations remain high heading into the earnings. Management set an optimistic tone during the previous quarter’s conference call, indicating that the company could deliver record revenue and earnings for the first quarter. Micron is benefitting from the rapid expansion of artificial intelligence (AI)-led data centers. These facilities require faster, higher-capacity, and more energy-efficient memor ...

The company has become a key supplier of high-bandwidth memory. ...

Semiconductor stocks tend to move in powerful cycles, often swinging between boom and bust as demand for chips rises and falls. When the cycle turns higher, earnings momentum and analyst upgrades can quickly follow, drawing investors back into the space ahead of key catalysts like earnings reports. That setup is forming right now for Micron Technology (MU). The memory chip maker is back in focus ahead of earnings, scheduled for Dec. 17, after Stifel sharply raised its price target. The investment bank say ...

After years of tracking semiconductor cycles, I've seen few stories as compelling as Micron Technology's transformation in 2025.The company, a key player in the Zacks Computer - Integrated Systems industry, has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date through mid-December. This surge has taken Micron from early-year levels in the $80-$90 range to recent highs near $265, reflecting a profound re-rating as investors recognize its pivotal role in ...

Micron Technology (MU) wasn’t the top mover yesterday in Barchart’s Top 100 Stocks to Buy. That award goes to Outlook Therapeutics (OTLK), which jumped into the 25th spot, from off the chart previously. However, Micron moved up 14 spots in Monday’s trading to 36th place. More importantly, the maker of high-performance DRAM (Dynamic Random Access Memory) and other memory and storage products recorded a price volume of 6.53 million, nearly four times that of the top 100 runner-up, IREN (IREN). More News f ...