Micron Technology Inc. cov txiaj ntsig thiab kev pom zoo qhia tias kev lag luam nco-chip yog zaum ntawm nws qhov kev poob qis tshaj plaws hauv 13 xyoo thiab cov kws tshuaj ntsuam xav tias qhov rov qab tuaj yeem siv sijhawm ib ntus.
“Nws phem heev, nws zoo? Inching los ze zog mus rau hauv qab… ”yog li cas nws raug nrum los ntawm Evercore ISI tus kws tshuaj ntsuam CJ Muse, uas muaj qhov ua tau zoo tshaj plaws thiab lub hom phiaj $ 65.
Thaum muaj xov xwm zoo nyob rau hauv daim ntawv ntawm qhov zoo li hauv qab ntawm cov khoom xa tuaj thaum lub Kaum Ib Hlis, Muse tau hais tias cov xov xwm tsis zoo yog "lub sijhawm ntawm lub ntsiab lus rov qab los tsis meej" raws li lwm qhov ntawm "DRAM oligopoly" diverge li Samsung Electronics Co.
005930,
-1.69%
khaws nws cov capex tiaj tus thaum, SK Hynix Inc.
000660,
-1.77%
txiav rov qab zoo li Micron.
Muse tau hais tias "Kev siv txo qis yuav txuas ntxiv ntev dua li qhov xav tau yav dhau los, yuav ua rau hnyav rau Micron cov txiaj ntsig rau CY24," Muse tau hais. "Nyob rau hauv lem, lub tuam txhab tau ncua kev sib faib rov qab nrog peev rov los ntawm cov nyiaj faib (tsawg kawg nyob ze lub sij hawm).
Muse tau hais tias "Ntxiv tag nrho thiab peb nyob hauv qhov kev nco tsis zoo tshaj plaws hauv 13 xyoo thiab kev rov qab los tsuas yog siv sijhawm," Muse hais.
Cowen tus kws tshuaj ntsuam Krish Sankar, uas muaj qhov ua tau zoo tshaj plaws thiab tus nqi $ 60 lub hom phiaj, tau hais tias "qhov kev hu xov tooj no ua rau lub teeb pom kev sai npaum li cas qhov kev poob qis no tau nce zuj zus thiab nws qhov cuam tshuam nyiaj txiag uas phem dua li ntau qhov xav tau." Sankar cia siab tias Micron cov paj tau paj tag nrho yuav poob mus rau 5%, lossis lawv qhov qis tshaj txij li xyoo 2009.
"Kev txiav CapEx txuas ntxiv los ntawm MU yog qhov kev pab cuam me me, tab sis cov khoom tsis tuaj yeem txiav tawm hauv Samsung cov khoom lag luam thaum tsis muaj qhov xav tau kawg thiab kev poob qis, qhov kev cia siab tuaj yeem ua rau ntxhov siab," Sankar hais. "Post hu, peb qhov kev pom tsis tau hloov pauv ntau thiab cov rooj plaub ntawm C2H23 rov qab los raws li cov neeg siv khoom lag luam tau ua haujlwm tsis zoo."
Ntawm 39 tus kws tshuaj ntsuam xyuas uas suav nrog Micron, 29 muaj kev yuav khoom qib, yim muaj tuav kev ntaus nqi, thiab ob leeg tau muag kev ntaus nqi. Ntawm cov ntawd, 11 tau txo qis lawv lub hom phiaj tus nqi thiab ob tus tau tsa lawv tom qab daim ntawv tshaj tawm cov nyiaj tau los, ua rau lub hom phiaj nruab nrab ntawm $ 64.74, nqis los ntawm yav dhau los $ 67.07, raws li FactSet cov ntaub ntawv.
Micron shares poob 3.5% Hnub Thursday mus kaw ntawm $ 49.43, piv nrog 1.5% poob hauv S&P 500 Performance index
SPX,
+ 0.59%,
2.2% poob ntawm Nasdaq Composite Index
COMP,
+ 0.21%,
thiab 4.2% poob ntawm PHLX Semiconductor Index
SOX,
+ 0.09%.
Rau lub xyoo, Micron shares poob 46.9%, thaum SOX index tau poob 35.8%, S&P 500 tau poob 19.8%, thiab Nasdaq tau poob 33%.
Micron txoj kev rov qab los ntawm 'kev nco tsis zoo tshaj plaws hauv 13 xyoo' yuav siv sijhawm, tus kws tshuaj ntsuam hais tias
Micron Technology Inc. cov txiaj ntsig thiab kev pom zoo qhia tias kev lag luam nco-chip yog zaum ntawm nws qhov kev poob qis tshaj plaws hauv 13 xyoo thiab cov kws tshuaj ntsuam xav tias qhov rov qab tuaj yeem siv sijhawm ib ntus.
Hnub Wednesday yav tsaus ntuj, Micron
+ 1.56%
MU,
qhia Cov txiaj ntsig thiab kwv yees qhov kev pom zoo uas poob qis ntawm Wall Street qhov kev cia siab thaum txiav nws cov neeg ua haujlwm los ntawm 10% thiab txiav cov nqi ntau li ntau tau.
“Nws phem heev, nws zoo? Inching los ze zog mus rau hauv qab… ”yog li cas nws raug nrum los ntawm Evercore ISI tus kws tshuaj ntsuam CJ Muse, uas muaj qhov ua tau zoo tshaj plaws thiab lub hom phiaj $ 65.
Thaum muaj xov xwm zoo nyob rau hauv daim ntawv ntawm qhov zoo li hauv qab ntawm cov khoom xa tuaj thaum lub Kaum Ib Hlis, Muse tau hais tias cov xov xwm tsis zoo yog "lub sijhawm ntawm lub ntsiab lus rov qab los tsis meej" raws li lwm qhov ntawm "DRAM oligopoly" diverge li Samsung Electronics Co.
-1.69%
-1.77%
005930,
khaws nws cov capex tiaj tus thaum, SK Hynix Inc.
000660,
txiav rov qab zoo li Micron.
Muse tau hais tias "Kev siv txo qis yuav txuas ntxiv ntev dua li qhov xav tau yav dhau los, yuav ua rau hnyav rau Micron cov txiaj ntsig rau CY24," Muse tau hais. "Nyob rau hauv lem, lub tuam txhab tau ncua kev sib faib rov qab nrog peev rov los ntawm cov nyiaj faib (tsawg kawg nyob ze lub sij hawm).
Muse tau hais tias "Ntxiv tag nrho thiab peb nyob hauv qhov kev nco tsis zoo tshaj plaws hauv 13 xyoo thiab kev rov qab los tsuas yog siv sijhawm," Muse hais.
Cowen tus kws tshuaj ntsuam Krish Sankar, uas muaj qhov ua tau zoo tshaj plaws thiab tus nqi $ 60 lub hom phiaj, tau hais tias "qhov kev hu xov tooj no ua rau lub teeb pom kev sai npaum li cas qhov kev poob qis no tau nce zuj zus thiab nws qhov cuam tshuam nyiaj txiag uas phem dua li ntau qhov xav tau." Sankar cia siab tias Micron cov paj tau paj tag nrho yuav poob mus rau 5%, lossis lawv qhov qis tshaj txij li xyoo 2009.
"Kev txiav CapEx txuas ntxiv los ntawm MU yog qhov kev pab cuam me me, tab sis cov khoom tsis tuaj yeem txiav tawm hauv Samsung cov khoom lag luam thaum tsis muaj qhov xav tau kawg thiab kev poob qis, qhov kev cia siab tuaj yeem ua rau ntxhov siab," Sankar hais. "Post hu, peb qhov kev pom tsis tau hloov pauv ntau thiab cov rooj plaub ntawm C2H23 rov qab los raws li cov neeg siv khoom lag luam tau ua haujlwm tsis zoo."
Ntawm 39 tus kws tshuaj ntsuam xyuas uas suav nrog Micron, 29 muaj kev yuav khoom qib, yim muaj tuav kev ntaus nqi, thiab ob leeg tau muag kev ntaus nqi. Ntawm cov ntawd, 11 tau txo qis lawv lub hom phiaj tus nqi thiab ob tus tau tsa lawv tom qab daim ntawv tshaj tawm cov nyiaj tau los, ua rau lub hom phiaj nruab nrab ntawm $ 64.74, nqis los ntawm yav dhau los $ 67.07, raws li FactSet cov ntaub ntawv.
Micron shares poob 3.5% Hnub Thursday mus kaw ntawm $ 49.43, piv nrog 1.5% poob hauv S&P 500 Performance index
+ 0.59% ,
+ 0.21% ,
+ 0.09% .
SPX,
2.2% poob ntawm Nasdaq Composite Index
COMP,
thiab 4.2% poob ntawm PHLX Semiconductor Index
SOX,
Rau lub xyoo, Micron shares poob 46.9%, thaum SOX index tau poob 35.8%, S&P 500 tau poob 19.8%, thiab Nasdaq tau poob 33%.
Tau qhov twg los: https://www.marketwatch.com/story/microns-recovery-from-worst-memory-downturn-in-13-years-will-take-time-analyst-says-11671738927?siteid=yhoof2&yptr=yahoo