Micron Earnings: Will AI Growth Outweigh 'Choppy' Memory Market?
Micron Earnings: Will AI Growth Outweigh 'Choppy' Memory Market?
Micron Technology Inc (NASDAQ:MU) heads into its first-quarter earnings announcement with a mix of optimism and caution.
美光科技公司（納斯達克：MU）在其第一季度盈利公告前，帶着樂觀和謹慎的心態。
"Choppy Quarters Ahead"?
"波動的季度在前"？
As Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, puts it, "choppy quarters ahead for NAND" could pose a challenge, with pricing and inventory pressures in the smartphone and PC markets.
正如彭博情報半導體分析師Jake Silverman所言，"NAND面臨波動的季度"可能會帶來挑戰，因爲智能手機和個人電腦市場面臨定價和庫存壓力。
However, the analyst also highlights AI-related applications as a potential offset, giving Micron a chance to weather the storm.
不過，分析師也指出與人工智能相關的應用可能是一個補償因素，使美光有機會度過這場風暴。
Read Also: How To Earn $500 A Month From Micron Stock Ahead Of Q1 Earnings
另請閱讀：如何在第一季度業績前從美光股票中賺取每月500美元
Bullish Technical Signals Keep Optimists In The Game
看好的技術信號讓樂觀者繼續參與
Micron's stock, currently trading at $110.93, flashes bullish signs across key technical indicators.
美光的股票目前交易價格爲110.93美元，在關鍵的技術因子中閃現出看好的信號。
Chart created using Benzinga Pro
圖表使用Benzinga Pro創建
It sits well above short- and medium-term moving averages, with the eight-day simple moving average (SMA) at $103.94, the 20-day SMA at $102.07 and the 50-day SMA at $104.07.
它遠高於短期和中期移動平均線，八日簡單移動平均線（SMA）爲103.94美元，20日SMA爲102.07美元，50日SMA爲104.07美元。
The Moving Average Convergence Divergence (MACD) at 1.15 also suggests momentum is on the bulls' side.
移動平均聚合/發散指標（MACD）爲1.15，也表明動能在看好一方。
However, the 200-day SMA of $110.93 coincides with the price, remaining a hurdle, signaling a potential resistance level.
然而，200日SMA爲110.93美元與價格相一致，仍然是一個障礙，暗示潛在的支撐位。
AI: A Light At The End Of The NAND Tunnel?
人工智能：NAND隧道盡頭的曙光？
The market will be laser-focused on how Micron balances the dynamics of two divergent forces:
市場將密切關注美光如何平衡兩種不同力量的動態：
- NAND Weakness: Elevated inventories and pricing pressure.
- AI Opportunities: As Silverman notes, secular growth in AI applications could provide a much-needed boost, potentially offsetting the broader NAND market challenges.
- NAND疲軟：庫存高企和價格壓力。
- 人工智能機會：正如西爾弗曼所指出的那樣，人工智能應用的長期增長可能提供急需的支持，潛在地抵消更廣泛的NAND市場挑戰。
What's Expected?
有什麼期待？
Analysts estimate an EPS of $1.76 and revenue of $8.72 billion. But beyond these numbers, investors will be scrutinizing the company's guidance. Can Micron sustain its AI-driven growth momentum, or will "choppy quarters" in NAND drag it down?
分析師預計每股收益爲1.76美元，營業收入爲87.2億。但除了這些數字之外，投資者將關注公司的指導。美光能否維持其人工智能驅動的增長勢頭，還是NAND市場的"波動季度"會拖累它？
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Photo: NPS_87 on Shutterstock
圖片：NPS_87 在Shutterstock上
譯文內容由第三人軟體翻譯。
