Micron Earnings: Will AI Growth Outweigh 'Choppy' Memory Market?
Micron Earnings: Will AI Growth Outweigh 'Choppy' Memory Market?
Micron Technology Inc (NASDAQ:MU) heads into its first-quarter earnings announcement with a mix of optimism and caution.
美光科技公司（納斯達克股票代碼：MU）在發佈第一季度業績時既樂觀又謹慎。
"Choppy Quarters Ahead"?
「未來有波動的季度」？
As Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, puts it, "choppy quarters ahead for NAND" could pose a challenge, with pricing and inventory pressures in the smartphone and PC markets.
正如彭博情報半導體分析師傑克·西爾弗曼所說，「NAND未來幾個季度的波動」 可能會構成挑戰，智能手機和個人電腦市場將面臨定價和庫存壓力。
However, the analyst also highlights AI-related applications as a potential offset, giving Micron a chance to weather the storm.
但是，該分析師還強調與人工智能相關的應用是一種潛在的抵消措施，這使美光有機會度過難關。
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另請閱讀：如何在第一季度業績之前從美光股票中每月賺取500美元
Bullish Technical Signals Keep Optimists In The Game
看漲的技術信號讓樂觀主義者留在遊戲中
Micron's stock, currently trading at $110.93, flashes bullish signs across key technical indicators.
美光的股票目前交易價格爲110.93美元，在關鍵技術指標上都出現了看漲跡象。
Chart created using Benzinga Pro
使用 Benzinga Pro 創建的圖表
It sits well above short- and medium-term moving averages, with the eight-day simple moving average (SMA) at $103.94, the 20-day SMA at $102.07 and the 50-day SMA at $104.07.
它遠高於短期和中期移動平均線，八天簡單移動平均線（SMA）爲103.94美元，20天均線爲102.07美元，50天均線爲104.07美元。
The Moving Average Convergence Divergence (MACD) at 1.15 also suggests momentum is on the bulls' side.
1.15的移動平均收斂散度（MACD）也表明勢頭偏向多頭。
However, the 200-day SMA of $110.93 coincides with the price, remaining a hurdle, signaling a potential resistance level.
然而，200天均線110.93美元與價格相吻合，仍然是一個障礙，預示着潛在的阻力位。
AI: A Light At The End Of The NAND Tunnel?
AI：NAND 隧道盡頭的一盞燈？
The market will be laser-focused on how Micron balances the dynamics of two divergent forces:
市場將重點關注美光如何平衡兩種不同力量的動態：
- NAND Weakness: Elevated inventories and pricing pressure.
- AI Opportunities: As Silverman notes, secular growth in AI applications could provide a much-needed boost, potentially offsetting the broader NAND market challenges.
- NAND 弱點：庫存增加和定價壓力。
- 人工智能機遇：正如西爾弗曼指出的那樣，人工智能應用的長期增長可以提供急需的推動力，有可能抵消更廣泛的NAND市場挑戰。
What's Expected?
預期會發生什麼？
Analysts estimate an EPS of $1.76 and revenue of $8.72 billion. But beyond these numbers, investors will be scrutinizing the company's guidance. Can Micron sustain its AI-driven growth momentum, or will "choppy quarters" in NAND drag it down?
分析師估計每股收益爲176美元，收入爲87.2億美元。但是，除了這些數字之外，投資者還將仔細審查該公司的指導方針。美光能否維持其人工智能驅動的增長勢頭，還是NAND的 「波動季度」 會拖累其勢頭？
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Photo: NPS_87 on Shutterstock
照片：Shutterstock 上的 NPS_87
