Are You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2025 51% YTD return) and achieve optimal results in any market. The Daily Prophet Report provides crucial information before the opening bell rings each morning. Implement my Covered Call Dividend Plan and earn 50% on some of your investments. All-Weather Portfolio vs. The S&P 500Join The Financial Prophet And Become A Better Investor! Don't Hesitate! Take advantage of the 2-week free trial and receive thi ...

When I bought Micron Technology (NASDAQ: MU ) in Nov 23 at that time I thought it could easily go to $200 because at that time I knew the importance of memory and bandwidth in GPUs. II’m Laura Bennett, the writer behind Sophos Research. I started my career as a software engineer at Amazon, where I spent over five years working on large-scale distributed systems and backend architecture. My background is deeply technical, and over the years, my writing on software infrastructure, AI systems, and cloud techno ...

行业前景 - 内存芯片定价环境积极向好 [1] - AI需求增长推动行业景气度提升 [1] 公司表现 - 美光科技有望维持市场份额 [1] - 公司业绩受到分析师乐观预期 [1]

Shares were climbing as excitement builds about quarterly earnings. ...

格隆汇9月16日｜瑞穗银行：将美光科技(MU.US)目标价上调至182美元，此前为155美元。 ...

行业供需分析 - 预计明年通用DRAM和NAND Flash将出现供应不足并带动价格上涨 [2] - 供应紧张主因是三星电子、SK海力士、美光等企业集中扩大HBM产能以应对AI产业需求 [2][3] - AI数据中心推动HDD向SSD替换需求，加剧NAND Flash供应压力 [3] 产能与需求预测 - IM证券预计明年DRAM产能增幅13.5%，需求增幅13.7%；NAND Flash产能增幅13.9%，需求增幅14% [2] - 未来资产证券预测DRAM需求增长12%但产能仅增6.5%；NAND需求增长18%但产能仅增0.6% [2] - 三大DRAM厂商未规划新扩产计划，仅通过工艺转换提升产能 [3] 价格变动趋势 - 闪迪本月初通知客户NAND Flash产品价格上调10% [3] - 美光通知部分通用DDR5产品涨价幅度超过20% [3] - HBM持续供应高利润产品推动通用存储芯片进入涨价周期 [4] 市场结构变化 - HDD市场重组为由希捷和西部数据主导的供应格局 [3] - 云计算企业对高速读写NAND Flash SSD需求持续增加 [3] - 内存半导体厂商受限于供应能力导致扩产决策保守 [3]

Cantor Fitzgerald将美光科技的目标价从155美元上调至185美元，维持"增持"评级。(格隆汇) ...

有消息称，美光科技已暂停NAND闪存和DRAM报价一周，业界预测美光或对渠道存储产品大幅度调涨 20%-30%。此前NAND原厂Sandisk已宣布向所有渠道和消费者客户的产品价格调涨超10%。 另外，近期多家大行在业绩发布前上调对美光的目标价。其中，瑞穗将美光科技的目标价从155美元上 调至182美元，维持"跑赢大盘"评级。该行指，美光对HBM的积极展望以及在DRAM-NAND市场的积极 表现，是其上调目标价的关键因素。(格隆汇) 美光科技(MU.US)盘前涨超1.6%，报160.38美元，开盘后股价势创新高。 ...

Nvidia's latest AI chips wouldn't be as powerful without Micron's advanced high-bandwidth memory solutions.Nvidia (NVDA -0.10%) CEO Jensen Huang recently predicted that data center operators will spend a whopping $4 trillion upgrading their infrastructure over the next five years to meet growing demand from artificial intelligence (AI) developers. Since Nvidia's graphics processing units (GPUs) are the world's hottest data center chips for AI workloads, they will likely capture a sizable chunk of that spend ...

股市表现 - 沪指冲上3900点创阶段新高 创业板指站稳3000点 科创50一周暴涨超5% [1] - 电子板块受甲骨文订单暴增359%至4550亿美元影响强势反弹 单周涨幅超4% [4][5] - 美光宣布全线产品涨价20%-30% 暂停部分存储器报价 反映科技硬件真实需求 [7] - 农林牧渔板块因反倾销税政策（保证金率最高达62.4%）及生猪调控政策 单周上涨4.52% [7] - 房地产板块受深圳限购政策调整刺激 单周涨幅接近6% [7] - 市场成交额跌破2万亿元创阶段新低 抱团现象明显 [7] 债市表现 - 各期限利率集体上行 2年期国债利率上行1.75个基点至1.42% 10年期涨2.2个基点至1.79% [9] - 30年期国债利率飙升5.15个基点至2.08% 主因股市赚钱效应引发资金转移及资金面边际收紧 [10] 商品市场分化 - 黄金突破3600美元/盎司创历史纪录 单周上涨1.58% 受美联储降息预期及地缘政治推动 [11] - WTI原油微涨1.33% 地缘冲突推升油价但美国原油库存创2023年以来最大增幅抑制涨幅 [11] - 螺纹钢价格下跌0.36% 总库存达653.86万吨 供需矛盾持续（产量同比增33.4万吨 消费量同比减51.85万吨） [11] 政策与行业驱动 - 战略金属（稀土/钨/锑）受益于全球博弈逻辑 [11] - 能源金属（锂/钴）受"反内卷"政策推动估值修复 [11] - 工业金属（铜/铝）供需紧平衡 新兴产业需求释放但供给增量有限 [11] 关键事件展望 - 中国8月经济数据（工业增加值/社会消费品零售总额）将验证内需复苏力度 [13] - 美联储会议关注降息25个基点可能性及点阵图指引 市场已定价年内三次降息 [15] - 日本央行政策受首相辞职影响存变数 或冲击日元汇率及全球资本流动 [17] - 商务部拟于9月出台扩大服务消费政策 具体内容及效果待观察 [19]