12/16/2024, 11:27 PM UTC
我对美光科技迄今为止最大胆的赌注：为什么在财报之前看空这只股票My Boldest Bet On Micron So Far: Why I'm Shorting This Stock Prior To Earnings
1、作者将美光科技的评级下调至卖出，目标价85美元，原因是价格和地缘政治风险。2、如果管理层在财报后提供低于预期的2025财年第二季度指引，可能会引发抛售。3、作者对美光科技转向高利润率内存产品的长期前景持乐观态度，但预计短期内将出现波动。1. The author shifted his rating on Micron to a sell with an $85 price target due to pricing and geopolitical headwinds. 2. Concerns are raised about a possible selloff post-earnings if management provides softer Q2 FY25 guidance. 3. The author remains bullish on Micron's long-term pivot to high-margin memory products but anticipates near-term volatility.---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
