Micron Technology (MU)

14 atoms · 跨 5 天 · 首见 2026-05-19 · 最近 2026-06-22

三色: 🟦 fact 8 · 🟥 take 6 · stance ▲10/▼0/◆2

来源: X 14

时态: fresh:14

标签: 好数字:9 · 好信源:5 · 好思考:3

叙事 (narrative) (2)

• 2026-06-08 · 目标价格
  Wells Fargo raises PT on Micron from $550 to $1,220 while maintaining a buy rating.
  tags: 好信源 · → daily
  value: qty=$550 to $1,220 · direction=up
• 2026-06-08 · Wells Fargo 评级
  Wells Fargo raises PT on Micron from $550 to $1,220 while maintaining a buy rating.
  tags: 好信源 · → daily
  value: direction=maintain

预测 (forecast) (7)

• 2026-05-22 ⭐ · 预计2026年底前在弗吉尼亚州完成1-alpha DRAM认证量产
  Micron expects qualified 1-alpha DRAM production from Virginia by the end of 2026.
  tags: 好数字·好信源 · → daily
  value: date=2026年底
• 2026-06-15 · 行业供给增速受限至2027年末
  업계의 공급 증가율이 2027년 말까지 제한적인 수준에 머물 것으로 예상한다.
  tags: 好思考 · → daily
  value: date=2027年末
• 2026-05-19 · 隐含营收预测
  So for 2.030 MU would have 605B in sales and 355B in earnings. Something like $320/share? With a 10x P/E means $3.200/share. That’s 450% upside in 4 years. That’s a 47% CAGR for a top 20 world company.
  tags: 好数字·好思考 · → daily
  value: qty=605B · date=2030
• 2026-05-19 · 隐含每股价格预测
  Something like $320/share? With a 10x P/E means $3.200/share. That’s 450% upside in 4 years. That’s a 47% CAGR for a top 20 world company.
  tags: 好数字·好思考 · → daily
  value: qty=$3,200 · date=2030
• 2026-06-22 · 目标股价上调
  Needham, 마이크론 테크놀로지( $MU)에 대한 목표 주가를 500달러에서 1,550달러로 상향, '매수' 의견을 유지
  tags: 好数字 · → daily
  value: qty=$500->$1,550 · date=12个月
• 2026-06-22 · FY28 Non-GAAP EPS预估
  우리의 새로운 목표 주가 1,550달러는 2028 회계연도(FY28) 조정 주당순이익(Non-GAAP EPS) 추정치인 155.00달러에 10배의 배수를 적용한 결과입니다.
  tags: 好数字 · → daily
  value: qty=$155.00 · date=FY28
• 2026-06-22 · 目标估值市盈率
  우리의 새로운 목표 주가 1,550달러는 2028 회계연도(FY28) 조정 주당순이익(Non-GAAP EPS) 추정치인 155.00달러에 10배의 배수를 적용한 결과입니다.
  tags: 好数字 · → daily
  value: qty=10x · date=FY28

事实 (fact) (5)

• 2026-05-22 · 已经开始在弗吉尼亚州生产1-alpha DRAM
  MICRON STARTS ADVANCED DRAM PRODUCTION IN VIRGINIA
  tags: 好信源 · → daily
• 2026-05-22 · 1-alpha节点将使马纳萨斯工厂DDR4晶圆供应量增加三倍
  The 1-alpha node will quadruple Micron’s DDR4 wafer supply at the Manassas site.
  tags: 好数字 · → daily
• 2026-05-22 · 马纳萨斯工厂扩建投资超20亿美元
  The Manassas expansion represents more than $2B of investment
  tags: 好数字 · → daily
  value: qty=$2B+
• 2026-05-22 · 在美国的总体投资计划约2000亿美元
  Micron’s roughly $200B U.S. investment plan across Virginia, Idaho and New York.
  tags: 好数字 · → daily
  value: qty=$200B
• 2026-05-22 · 仍是美国唯一的存储芯片制造商
  Micron says it remains the only U.S. manufacturer of memory chips.
  tags: 好信源 · → daily

时间轴 (近 20)

• 2026-06-22 · forecast · 目标股价上调 · → daily
• 2026-06-22 · forecast · FY28 Non-GAAP EPS预估 · → daily
• 2026-06-22 · forecast · 目标估值市盈率 · → daily
• 2026-06-15 · forecast · 行业供给增速受限至2027年末 · → daily
• 2026-06-08 · narrative · 目标价格 · → daily
• 2026-06-08 · narrative · Wells Fargo 评级 · → daily
• 2026-05-22 · fact · 已经开始在弗吉尼亚州生产1-alpha DRAM · → daily
• 2026-05-22 · fact · 1-alpha节点将使马纳萨斯工厂DDR4晶圆供应量增加三倍 · → daily
• 2026-05-22 · forecast · 预计2026年底前在弗吉尼亚州完成1-alpha DRAM认证量产 · → daily
• 2026-05-22 · fact · 马纳萨斯工厂扩建投资超20亿美元 · → daily
• 2026-05-22 · fact · 在美国的总体投资计划约2000亿美元 · → daily
• 2026-05-22 · fact · 仍是美国唯一的存储芯片制造商 · → daily
• 2026-05-19 · forecast · 隐含营收预测 · → daily
• 2026-05-19 · forecast · 隐含每股价格预测 · → daily

← 实体目录 · 系统日志