MU · 美光科技 (Micron Technology)
MU — 带来源的观点和研究笔记,按原话记录。不是投资建议。
过去 14 天内已发表研究对 MU 说了什么
在此窗口内,没有任何被追踪的研究机构把 MU 作为文章的主要标的。
关于 MU 的方向性表态,有据可查
每一行都是一个带日期的事实:某个具名来源对 MU 表达了一个方向。若研究机构转述的是某券商的评级变动,原始发声方列在“经由”一列。这些都不是 Quant Data 的推荐;记录下来,是为了日后能对照价格实际走势加以检验。
| 日期 | 研究机构 | 经由 | 表态 | 表态内容 |
|---|---|---|---|---|
| 2026-10-07 | Damnang | Damnang | 看多 | Expresses a positive view on Micron, noting its ability to narrow the revenue gap with SK Hynix despite a smaller production base. |
| 2026-10-07 | TMT Breakout | D.A. Davidson | 看多 | Price target raised from $2,100 to $3,000. |
| 2026-10-02 | AlphaPick | AlphaPick | 看多 | Keeps Micron as a top Alpha Pick, citing AI data-center memory demand above supply; the author discloses a long position. |
| 2026-10-01 | James Bulltard | author's own account | 已退出 | Closed short MU $800 December puts at a profit, along with MDB $250 December and U $37 puts, to free margin ahead of payrolls; says it is not bearish on these stocks. |
| 2026-10-01 | FundaAI | FundaAI | 看多 | Bullish on MU on a 5x forward P/E on its calendar 2027 EPS of $213, supply tight into 2028 and over 75% of 2027 output locked. |
| 2026-09-30 | Damnang | Damnang | 中性 | Says the Micron catch-up case has a chance once customer specifications are clear, but states it has not concluded Micron will win; flags that custom HBM may shift value to customers such as NVIDIA. |
| 2026-09-11 | Damnang | author's own account | 看多 | The interviewed engineer holds Micron as his sole memory-sector position, citing U.S.-policy exposure and access constraints on Korean shares over technically stronger rivals. |
| 2026-09-09 | Cassandra Unchained | author's own account | 看空 | Remains short Micron, trimmed. |
提及 MU 的研究笔记
- 2026年10月8日 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- 2026年10月7日 — Ten research pieces from six publishers: Marvell's ambitious 2030 targets, ASML's capacity expansion, optical switch growth, and rising Treasury yields pressure tech valuations
- 2026年10月5日 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- 2026年10月2日 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- 2026年10月1日 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- 2026年9月30日 — Eight pieces from five publishers: Micron's fiscal Q4 beat and lower gross-margin guide, a first look at FTAI's power business, and a contrarian Treasury note
- 2026年9月11日 — Eight notes, seven publishers: Oracle's OCI beat and Nvidia's ballooning off-balance-sheet guarantees headline a day of AI-infrastructure stress-testing
- 2026年9月9日 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- 2026年9月1日 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
带来源的观点和研究笔记,按原话记录。不是投资建议。
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