在人工智能热潮的推动下，Micron Technology（股票代码：MU）曾被视为科技股的佼佼者，然而近日该公司的股价却因财报不佳出现近18%的暴跌。这一消息引发了华尔街分析师们的关注和激烈讨论，本文将对Micron最近的业绩表现进行深入分析，探讨其未来的投资机会与潜在风险。 Micron在最近发布的财报中，尽管其过去一个季度的业绩超出了市场预期，但对未来季度的前景却颇为悲观。这家公司预计将面临 ...

Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. Imagine that you have a ...

事实上，尽管Micron在财报中完成了超出预期的目标，但该公司对当前季度预估的前景，尤其是在PC和手机市场的持续疲软的影响，让投资者感到悲观。就此，美国银行（Bank of America）的分析师Vivek Arya将Micron的股票评级从“买入”调至“中性”，理由是未来两个季度内存价格的下滑将严重影响其毛利率。

We recently compiled a list of the 10 AI News Investors Shouldn't Miss. In this article, we are going to take a look at where ...

After revealing the latest financial results, Micron held an earnings call, discussing the recovery paces across markets. The ...

Micron Technology announced during its latest investor conference that its HBM4 development is progressing as planned while ...

Micron's Q1'25 earnings met estimates, but Q2'25 guidance disappoints, leading to a stock plunge. Read why I am downgrading ...

美光（Micron）公布了下一代 HBM4 和 HBM4E 工艺的最新进展，该公司预计将于 2026 年开始量产。HBM4 有望带来最先进的性能和效率数据，而这正是提升人工智能计算能力的途径。美光与SK海力士和三星等公司一样，也在争夺 HBM4 ...

Micron is a strong investment that has been undercut by Wall Street short termism. It is likely to grow in value ...

12月19日消息，美国存储芯片大厂美光科技（Micron）于当地时间12月18日美股收盘后公布了2025会计年度第一季（截至2024年11月28日为止）财报，虽然该季度业绩表现出色，但是由于第二季业绩指引大幅低于分析师的预期，导致美光股价在盘后交易中 ...

Rosenblatt polled its analysts for top picks in first half of 2025: AMD and Micron. AMD has potential for double-digit market ...

Fund manager Stephen Yiu of Blue Whale Growth Fund has forecasted that Broadcom Inc. (NASDAQ:AVGO) will yield substantial ...