返回今日信号

MU

NMS 股策精挑入选日 2026-05-29 · 入选 30 天
Micron Technology, Inc.
科技 Semiconductors United States 官网
$1132.33
-6.69% 当日
历史信号 10 次

资金风向证据链

重点观察 评分 83

未来6-24个月的高概率主线不是泛AI概念,而是政府采购最先兑现的国防IT/导弹、电网与数据中心供电、以及CHIPS资金叠加HBM/先进封装的半导体设备与存储。

业务受益关系
HBM和高端DRAM直接受益于AI服务器,同时是CHIPS直接拨款受益者。
业绩 / 订单 / 估值
2026-03-18 FQ2 revenue $23.86B,同比约+196%;GAAP gross margin 74.4%;adjusted FCF $6.9B。
主要风险:DRAM/HBM价格周期反转和客户集中。
研究快照
2026-05-18T12:00:00-05:00
查看资金风向

AI选股记录

总览

这个股票来自自动 AI 选股池。以后只要 CLI 写入新的 ticker,这里会自动生成个股页面,不需要手工补页面。

2026-09-23 · 未来事件日历
MU
自动来源
记录数
122
最近更新
2026-06-26T14:17:47+00:00
该股票的历史 AI 入选记录
2026-09-23
总览
MU
-
2026-06-26
AI事件 #1
财报后AI内存需求继续被市场定价
AI内存短缺是当前最强基本面确认,财报、指引、长期客户协议和行业读穿效应同时存在。
92
2026-06-26
分析师上调 #1
美光业绩和指引超预期,引发大范围目标价上调
多家机构集中上修,且催化来自已公布业绩、超预期指引和长期供货合同,证据强度在本池最高。
92
2026-06-26
AI事件选股 #1
MU
营收和EPS大幅超预期,AI驱动的DRAM/NAND需求和长期take-or-pay协议提高盈利可见度。
92
2026-06-26
分析师上调选股 #1
MU
多家机构集中上修,且催化来自已公布业绩、超预期指引和长期供货合同,证据强度在本池最高。
92
2026-06-26
明日AI观察Top3 #1
MU
新闻池rank2、分析师池rank1、事件策略rank1;AI/HBM需求和强业绩指引是当前最清晰的正向AI催化,但15:55策略条件尚未确认。
68%
2026-06-26
AI事件 #1
财报后AI内存需求继续被市场定价
-
2026-06-26
总览 #1
MU
68%
2026-06-26
新闻热度 #2
Micron强劲业绩和长期供货协议引发AI存储链再定价
业绩、指引、供需和长期合同同时被多家财经媒体覆盖,且影响不仅限于MU本身,还传导到苹果、存储同业和半导体指数。
93
2026-06-26
新闻热度选股 #2
MU
业绩、指引、供需和长期合同同时被多家财经媒体覆盖,且影响不仅限于MU本身,还传导到苹果、存储同业和半导体指数。
93
2026-06-26
首页AI Top3 #2
MU
最新财报直接验证AI存储短缺,RS强且上调预期
70%
2026-06-26
6个月股票 #3
MU
排名第3:基本面加速最强,但过热风险也最高。FY26 Q2收入同比+196%,非GAAP EPS同比大幅增长,Q3收入和毛利率指引继续大幅上修;然而近3个月约+155.25%,远高于SPY。
80
查看AI历史

基本信息

市值
$1.28T
市盈率 TTM
25.58
前瞻市盈率
7.61
股息率
5.00%
52周高点
$1255.00
52周低点
$103.38
Beta
2.17
日均成交量
52.23M

成交结构

基于近 60 日量价数据观察资金强弱。

截至 2026-06-26
资金流强弱 MFI
49.0
中性
Chaikin 资金流 CMF
+0.035
中性
量能变化
1.53x
放量
空头持仓比
3.69%
偏低

交易信号历史

按时间回看该股票被模型捕捉到的买点信号。

共 10 条
2026-06-26
动量强势
可买入
强度
+227.6%
信号价
$1213.56
当前
-6.7%
止损 $1067.93 止盈 $1504.81
2026-06-25
动量强势
可买入
强度
+162.8%
信号价
$1048.51
当前
+8.0%
止损 $995.55 止盈 $1154.43
2026-06-24
动量强势
可买入
强度
+153.6%
信号价
$1051.77
当前
+7.7%
止损 $988.03 止盈 $1179.24
2026-06-12
综合评分
可买入
评分
64
信号价
$995.87
当前
+13.7%
止损 $896.28 止盈 $1195.04
2026-06-12
动量强势
可买入
强度
+134.9%
信号价
$995.87
当前
+13.7%
止损 $876.37 止盈 $1234.88
2026-06-11
动量强势
可买入
强度
+105.8%
信号价
$891.88
当前
+27.0%
止损 $856.20 止盈 $963.23
2026-06-09
动量强势
可买入
强度
+134.8%
信号价
$949.28
当前
+19.3%
止损 $847.04 止盈 $1153.75
2026-06-08
动量强势
可买入
强度
+123.6%
信号价
$864.01
当前
+31.1%
止损 $829.45 止盈 $933.13
2026-06-05
动量强势
可买入
强度
+122.8%
信号价
$922.00
当前
+22.8%
止损 $839.93 止盈 $1086.14
2026-05-19
动量强势
可买入
强度
+55.4%
信号价
$681.54
当前
+66.1%
止损 $608.06 止盈 $828.50

公司简介

Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and modules, graphics memory, high-bandwidth memory, and data center memory products; multichip packages (MCP) comprising embedded multimedia card-based, universal flash storage-based, and NAND-based MCPs; and technology leadership products that include 1y DRAM and G9 NAND technologies. It also offers storage products, such as data center solid-state drives (SSD), client SSD storage, and auto and industrial SSD storage; managed NAND; NAND flash; NOR flash; and memory cards. In addition, the company provides design tools, including FBGA and part decoders; DRAM power calculators; NAND power calculators; simulation models; chipset compatibility guides; serial presence-detection tools; cross-reference tools; UFSparm; SSD firmware; software and drivers; storage executive software; and obsolete part catalogs. It markets its semiconductor memory and storage products under the Micron and Crucial brands. The company serves the data center, PC, graphics, networking, automotive, industrial, and consumer embedded markets, as well as the smartphone and other mobile-device markets. It sells its products through its direct sales force, independent sales representatives, distributors, and retailers; web-based customer direct sales channel; and channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

员工数量 53,000 总部 Boise, United States

最新资讯

外部数据 Yahoo Finance MarketWatch Stock Analysis Seeking Alpha