Micron Technology(US:MU) Xin Lang Cai Jing·2025-09-19 23:28Core Viewpoint - Micron Technology experienced a significant stock price adjustment, dropping 3.65% on September 19, following a 12-day consecutive rise, which raised market attention and discussions [1] Group 1: Stock Performance - Since September, Micron's stock price has increased by over 50%, prompting some investors to take profits [1] - The recent price drop is viewed as a technical correction rather than a fundamental issue [1] Group 2: Competitive Landscape - Samsung Electronics announced that its HBM3E chip has been certified by NVIDIA, becoming the third supplier, which intensifies competition for Micron in the HBM market [1] Group 3: Analyst Sentiment - Despite the short-term volatility, investment firms remain optimistic about Micron, with Bernstein and Barclays raising their target prices to $170 and $175, respectively [1] Group 4: Investor Caution - Investors are advised to remain cautious, as the stock price adjustment may reflect a reassessment of the competitive environment and a cautious stance ahead of the company's earnings report [1] Group 5: Future Outlook - Overall, Micron's technological accumulation and market prospects remain promising, and investors should monitor the company's new product launches and market expansion for potential investment strategy adjustments [1]