Aletheia Capital

4 atoms · 跨 2 天 · 首见 2026-06-15 · 最近 2026-06-16

三色: 🟦 fact 0 · 🟥 take 4 · stance ▲4/▼0/◆0

来源: X 4

时态: fresh:2 · aging:2

标签: 好数字:2 · 好思考:2 · 好信源:1

叙事 (narrative) (1)

• 2026-06-16 · 估值方法切换
  They switched from a price-to-book ratio valuation method (which was typical in the memory industry) to the price-to-earnings ratio valuation method because of sustained AI demand.
  tags: 好思考 · → daily
  value: qty=从P/B到P/E · date=NA

预测 (forecast) (1)

• 2026-06-15 · 目标股价
  Aletheia Capital, 마이크론 테크놀로지(Micron Technology, $MU), 목표 주가 $1,600 상향
  tags: 好数字 · → daily
  value: qty=$1,600 · date=N/A

立场 (position) (2)

• 2026-06-16 [老化中] · MU 目标价
  Aletheia raises PT on $MU to $1,600.
  tags: 好数字·好信源 · → daily
  value: qty=$1,600 · date=NA
• 2026-06-15 [老化中] · 目标价上调理由
  We raise our TP to $1,600, based on 10x CY27E PER, as we shift our valuation framework from historical peak PBR ($650) to PER
  tags: 好思考 · → daily

时间轴 (近 20)

• 2026-06-16 · position · MU 目标价 · → daily
• 2026-06-16 · narrative · 估值方法切换 · → daily
• 2026-06-15 · forecast · 目标股价 · → daily
• 2026-06-15 · position · 目标价上调理由 · → daily

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