09/23/2024, 12:55 PM UTC
在财报发布前买入美光科技，巨大的增长机会即将到来（评级上调）Micron: Buy Before Earnings, Tremendous Opportunity Ahead (Ratings Upgrade)
1. 由于股价最近跌破100美元，增加了我对美光科技的持仓，并在财报发布前将其评级上调至强烈买入。2. 美光科技将于9月25日公布第四季度财报。3. 西数和百思买等公司的情况表明，内存市场基本面强劲，对手机和电脑的最终客户需求健康。4. 与标准普尔500指数的约20倍市盈率相比，MU股票的10倍前瞻市盈率使其成为价值投资。1. Added to my Micron position as the stock recently broke below $100 and upgraded my rating to a strong buy ahead of earnings. 2. Micron Technology will report FQ4 results on September 25. 3. Read-through from companies like Western Digital and Best Buy suggests strong memory market fundamentals and healthy end-customer demand for phones and computers. 4. MU stock trades at a 10x forward P/E multiple, making it a value buy compared to the S&P 500's ~20x multiple.
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