12/06/2024, 08:05 PM UTC
为什么美光科技可能将其估值翻倍Why Micron Could Double Its Valuation
1、美光科技预计将在2024年12月18日发布强劲的财报,得益于高带宽内存的扩张和有利的每股收益预估修订;2、美光科技的HBM3E芯片预计将显著增加收入,并在2025财年可能带来毛利率的增长;3、美光科技正在大量回购自己的股份,并且强劲的市场条件可能导致更多的资本回报。1. Micron is expected to have a strong earnings release on December 18, 2024, driven by high-bandwidth memory ramp and favorable EPS estimate revisions; 2. Micron's HBM3E chip is expected to significantly boost revenue and could lead to gross margin gains in FY 2025; 3. Micron is buying back a lot of its own shares, and strong market conditions could lead to more capital returns.---
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