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Micron Pops On Nvidia Partnership Buzz: Could Blackwell Chips Be The Memory Maker's Big Break?

Micron Pops On Nvidia Partnership Buzz: Could Blackwell Chips Be The Memory Maker's Big Break?

美光因與英偉達的合作消息而上漲:黑威爾芯片會是這家內存製造商的大突破嗎?
Benzinga ·  01/08 00:16

Micron Technology Inc. (NASDAQ:MU) is making waves at CES 2025, with shares jumping 3.7% in early trading after Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang gave the company a major shoutout.

美光科技公司(納斯達克:MU)在2025國際消費電子展上引起了轟動,在英偉達公司(納斯達克:NVDA)首席執行官黃仁勳對該公司的重大讚譽後,股價在早盤交易中上漲了3.7%。

Nvidia's Blackwell Chips: A Boost For Micron

英偉達的黑威爾芯片:對美光的推動

Huang confirmed Micron's high-bandwidth memory (HBM) chips power Nvidia's latest Blackwell architecture, calling them a game-changer for AI and graphics workloads.

黃仁勳確認美光的高帶寬內存(HBM)芯片支持英偉達最新的黑威爾架構,稱它們是人工智能和圖形工作負載的遊戲改變者。

"We're using Micron's G7 memory at 1.8 terabytes per second — double the performance of the previous generation," Huang noted while unveiling Nvidia's GeForce RTX 50 series GPU. This endorsement positions Micron at the forefront of next-gen AI hardware, with CEO Sanjay Mehrotra calling HBM demand "transformational" for the Boise-based firm.

「我們使用美光的G7內存,帶寬爲每秒1.8太字節——是上一代性能的兩倍,」黃仁勳在發佈英偉達的GeForce RTX 50系列GPU時表示。這一認可使美光處於下一代人工智能硬件的前沿,同時首席執行官Sanjay Mehrotra也表示HBM的需求對波特蘭總部的公司來說是「變革性的」。

Adding to the excitement, Nvidia unveiled a $3,000 computer, "Project Digits," featuring Micron's DDR5X HBM.

激動之餘,英偉達推出了一款價值3000美元的計算機「項目數字」,搭載美光的DDR5X HBM。

Read Also: Stock Of The Day: Micron At Risk Of Breaking Key Support

另請閱讀:今日股票:美光面臨突破關鍵壓力位的風險

Retail Sentiment Surges Amid MU Stock Chart's Mixed Signals

儘管股價上漲,技術指標卻呈現複雜的局面。

Despite the rally, the technicals offer a nuanced picture.

零售情緒在MU股價圖表的混合信號中激增。

big

Chart created using Benzinga Pro

圖表使用Benzinga Pro創建

  • Bullish Signals: MU stock is trading above its eight-day, 20-day and 50-day simple moving averages.
  • Bearish Concerns: MU stock remains below its 200-day SMAs, with a moving average convergence/divergence (MACD) indicator of negative 1.79 signaling caution.
  • 積極信號:美光股票交易價格高於其八天、二十天和五十天的簡單移動平均線。
  • 看淡關切:美光股票仍然低於其兩百天的簡單移動平均線,移動平均收斂/發散(MACD)指標爲負1.79,發出警告信號。

Micron's relative strength index (RSI) at 59.68 suggests the stock is neither overbought nor oversold, leaving the door open for further movement.

美光的相對強弱指數(RSI)爲59.68,表明該股票既沒有超買也沒有超賣,進一步走勢仍然有可能。

The Big Picture

全局觀察

Micron's partnership with Nvidia on the Blackwell chips could solidify its role as a key player in the AI and gaming revolution.

美光與英偉達在黑威爾芯片上的合作可能鞏固其在人工智能和遊戲革命中的關鍵角色。

With memory demand ramping up, Micron might finally have the catalyst to regain its footing after a rocky six months.

隨着內存需求的上升,美光可能終於擁有了在經歷了動盪的六個月後重新站穩腳跟的催化劑。

Investors, however, will need to navigate the mixed technical signals as they decide if this rally has legs.

然而,投資者在決定這波反彈是否能持續時,需要應對混合的技術信號。

  • Nasdaq Jumps Over 1% As Nvidia, Micron Surge: Investor Fear Eases, But Greed Index Remains In 'Fear' Zone
  • 納斯達克跳漲超過1%,英偉達、美光大幅上漲:投資者恐懼減輕,但貪婪指數仍處於「恐懼」區域。

Image: Shutterstock

圖片:Shutterstock

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