EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

"DRAM 内存、NAND 闪存、固态硬盘（SSD）、机械硬盘（HDD）四大核心存储品类同时陷入'缺货 +涨价'循环，这种情况在我三十余年的存储行业生涯中从未出现过 ，要知道就在两年前，我们还在为 过剩的库存发愁。"存储模组大厂威刚科技董事长陈立白在近日的发言，既点出当前市场的极端性，也 揭开了存储行业从"过剩寒冬" 到 "缺货牛市"的剧烈转折。 随着人工智能爆发式增长，全球云服务供应商（CSP）开启"囤货模式"，存储行业迅速从"过剩寒冬"跳 入"缺货牛市"。《中国经营报》记者了解到，目前，多家云服务供应商为应对AI技术发展带来的数据存 储和处理需求激增，纷纷加大了对DRAM内存、NAND闪存、固态硬盘以及机械硬盘等存储产品的采购 量。这种大规模的抢购行为，直接导致了全球存储市场供应链的紧张，进而引发了缺货和涨价的现象。 据业内人士分析，这一趋势在短期内难以得到缓解，存储市场或将持续面临供应压力。 缺货蔓延 在位于深圳华强北的存储产品交易市场，从事存储贸易多年的商户李军最近每天都要面对数十个"无货 可发"的咨询。"对比2022年的'甩卖潮'，现在的市场简直像换了个赛道。以前只是DDR4内存偶尔断 供，现在连最 ...

US stock markets are experiencing a renewed wave of volatility this Tuesday, October 14, 2025, as escalating trade tensions between the United States and China overshadow a robust start to the third-quarter earnings season. After a significant rebound on Monday, driven by a temporary easing of trade rhetoric, markets opened lower today, reflecting investor apprehension over Beijing's retaliatory measures. By midday, a mixed picture emerged, with major indexes attempting to pare some of their initial losses, ...

Do two things to further your tech portfolio. First, click the 'Follow' button below next to my name. Second, if you want more of this two-fold analysis, step up to being a paid subscriber to my Investor Group Tech Cache with a full one-month paid trial and read more of this type of analysis on other tech stocks and assets.To say Micron (NASDAQ: MU ) didn't have a stellar FQ4 and even more stellar guide is to say you haven't followed Micron very long. Which is entirely okay, but you need to understand why t ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: HSBC upgraded HP Inc. (HPQ) to Buy from Hold with a price target of $30, up from $28.10. The firm sees market indications that personal computer and printer volumes for HP may be better than previously expected.RBC Capital upgraded T-Mobile (TMUS) to Outperform from Sector Perform with an unchanged price target of ...

Key Takeaways Micron shares have soared 171.4% in six months, outpacing peers and the broader tech sector.Strong AI, data center, and automotive demand are fueling Micron's growth and revenue diversification.Micron's 11.46 forward P/E, well below peers, supports a bullish case amid robust earnings momentum.Micron Technology, Inc. (MU) has delivered a robust 171.4% gain over the past six months. This performance easily beats the broader Zacks Computer and Technology sector, which rose 39.4% in the same perio ...

每经AI快讯，10月14日，美股盘前科技股下挫，特斯拉跌2.4%，美光科技跌3.6%，英特尔跌3.3%，英 伟达跌逾2%。 ...

Core Viewpoint - Investors are encouraged to explore semiconductor stocks beyond Nvidia, particularly those with strong AI fundamentals and reasonable valuations, as Nvidia's stock may face modest growth despite its current popularity and market position [1][2]. Nvidia Overview - Nvidia's shares have surged over 43% in 2025, driven by high demand for its Blackwell architecture systems and software solutions, but its market capitalization exceeds $4.6 trillion with shares trading at nearly 30 times forward earnings, indicating that much of the optimism is already priced in [2]. - Nvidia's revenue is heavily reliant on a few hyperscaler customers, with two customers accounting for 39% and four for 46% of its revenues in Q2 of fiscal 2026, posing a concentration risk as these clients may develop proprietary chips [4]. Micron Overview - Micron's shares have increased nearly 128% in 2025, reflecting growing investor confidence in its high-bandwidth memory and data center portfolio, suggesting potential for higher returns in 2026 [3]. - Micron's revenue base is more diversified compared to Nvidia, with its largest customer accounting for only 17% of total revenue and the next largest contributing 10% in fiscal 2025, which enhances its resilience in the current economy [5][6]. - Micron's high-bandwidth memory (HBM) revenues reached nearly $2 billion in Q4 of fiscal 2025, indicating a strong demand for its products in data centers [7]. - The company expects its HBM market share to align with its overall DRAM share by Q3 of fiscal 2025, and it has begun sampling HBM4 products, with production shipments expected in Q2 of calendar year 2026 [8]. Market Position and Valuation - Micron's data center business accounted for 56% of its total sales in fiscal 2025, positioning the company well to capture significant AI-powered memory demand in the coming years [9]. - Micron trades at 12.3 times forward earnings, significantly lower than Nvidia's valuation, suggesting a stronger risk-reward proposition as Micron's improving revenue mix towards high-margin AI memory products may lead to valuation expansion [10]. - Analysts have upgraded Micron's stock ratings, with target prices raised significantly, indicating positive sentiment in the market [11]. - Expected earnings per share for Micron in fiscal 2026 is nearly $16.6, with potential share price growth ranging from 6% to 37.8% based on valuation multiples [12]. - In contrast, Nvidia faces a higher probability of valuation compression, suggesting that Micron may be the better semiconductor investment choice for 2026 due to its diversified customer base and reasonable valuation [13].

编辑 | 格蕾丝 道指涨近600点！特朗普立场软化美股高开高走 在美国总统特朗普就贸易紧张局势发表缓和言论缓解投资者担忧，博通及其他芯片制造商股价上涨推动 下，周一美股高开高走。截至收盘，道指涨587.98点，涨幅1.29%，报46067.58点，纳指涨2.21%，报 22694.61点，标普500指数涨1.56%，报6654.72点。 博通大涨9.9%，官宣与OpenAI达成合作，将为这家初创公司生产首款自研人工智能芯片。受此推动， 费城半导体指数大涨近5%， 美光科技暴涨逾6%，英伟达升2.8%。 其他明星科技股中，特斯拉涨5.4%，谷歌涨3.0%，亚马逊涨1.7%，Meta涨1.5%，苹果涨1.0%。甲骨文 涨5.1%，多家券商上调了这家人工智能云服务公司的目标股价。 纳斯达克中国金龙指数大涨3.2%，阿里巴巴、京东涨超4%，百度涨3.3%，拼多多涨2.6%，网易涨 1.7%。 市场概述 新一轮贸易摩擦的担忧导致上周标普500指数和纳斯达克综合指数录得近半年来最大单周跌幅。 不过，美国总统特朗普在上周末的表态中语气有所缓和，他称 "一切都会好起来"。美国财政部长贝森 特（Scott Bessent）周一 ...

2025.10.14 本文字数：1306，阅读时长大约2分钟 作者 |第一财经 樊志菁 在美国总统特朗普就贸易紧张局势发表缓和言论缓解投资者担忧，博通及其他芯片制造商股价上涨推动 下，周一美股高开高走。 截至收盘，道指涨587.98点，涨幅1.29%，报46067.58点，纳指涨2.21%，报22694.61点，标普500指数涨 1.56%，报6654.72点。 博通大涨9.9%，官宣与OpenAI达成合作，将为这家初创公司生产首款自研人工智能芯片。受此推动， 费城半导体指数大涨近5%， 美光科技暴涨逾6%，英伟达升2.8%。 其他明星科技股中，特斯拉涨5.4%，谷歌涨3.0%，亚马逊涨1.7%，Meta涨1.5%，苹果涨1.0%。甲骨文 涨5.1%，多家券商上调了这家人工智能云服务公司的目标股价。 纳斯达克中国金龙指数大涨3.2%，阿里巴巴、京东涨超4%，百度涨3.3%，拼多多涨2.6%，网易涨 1.7%。 新一轮贸易摩擦的担忧导致上周标普500指数和纳斯达克综合指数录得近半年来最大单周跌幅。 不过，美国总统特朗普在上周末的表态中语气有所缓和，他称 "一切都会好起来"。美国财政部长贝森 特（Scott Be ...