01/26/2025, 07:42 AM UTC
为什么我现在等待Micron的下跌（评级下调）Micron: Why I'm Waiting For A Dip Now (Rating Downgrade)
1. 由于近期波动和潜在回调，Micron的股票评级下调至‘持有’；2. 存储器市场的周期和Micron第二季度指导的疲软表明短期挑战；3. 增加的资本支出和来自中国制造商的竞争可能会对Micron的自由现金流和定价能力造成压力；4. 长期前景依然积极，HBM市场份额有望增长。1. Micron's stock is downgraded to 'Hold' due to recent volatility and potential correction; 2. The memory market's cycles and Micron's weak Q2 guidance suggest near-term challenges; 3. Increased CapEx and competition may pressure Micron's free cash flow and pricing power; 4. Long-term prospects remain positive with potential market share growth in HBM.---
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