MU
Micron Technology, Inc. · Technology · Semiconductors
$884.74
-5.30% 今日 · +0.82% 1W
10月30日 收盤或最新價
盤後 $889.20 +0.50% ·
解讀走勢分析10月30日 交易日
Intel rout on weak PC demand
- MU 最新交易日 −5.30%，SPY −1.77%：個股自身走勢 −3.5 個百分點。
- 新聞：Micron fell with memory and chip peers after Intel's weak forecast, per the Economic Times theme explanation.
- 半導體： The Economic Times reported Intel fell 30% on weak PC demand and AI costs, which triggered a global chip selloff. (The Economic Times)
- 半導體族群 -8.1%（相對 SPY -6.3 個百分點；INTC -28.6%，QCOM -11.1%，AMD -10.9%，MRVL -10.0%）：個股與同業同步。 夜盤：TSMC (Taipei) -1.9%。
- 後續表現，大跌（當日 -5.3%（門檻 -4.4%））：過去 5 年 MU 共 63 次大跌，一個月後上漲 36 次（共 63 次）；中間一半的結果落在 -5.8% 到 +8.9% 之間。這是歷史，不是預測。
- 過去 24 小時 Reddit 提及 12 次，本週 74% 為正面。
- 過去 10 天有 2 次分析師動作：2 次重申評等；最新：Rosenblatt 重申買進。
- 過去 30 天有 3 筆內線或國會議員交易。
- 大盤背景（週四）： Advance GDP q/q 3.4%，預期 3.2% (偏強)；Core PCE Price Index m/m 0.3%，預期 0.3% (符合預期)；S&P 期貨 +0.03%，10 年期殖利率 -2 個基點（公布後 30 分鐘內）。
由 Wallsti 自身的訊號，以及 AI（Claude）解讀的當日新聞與申報文件整理而成；AI 可能誤讀，所以附上來源連結。
收盤後休市中 · 開盤
- 盤後：$889.20，較 10月30日 收盤 +0.50%，最後成交 .
- 指數期貨： 道瓊 +0.04%, S&P -0.03%, 那斯達克 -0.04%, 羅素 +0.01%.
- 收盤後有 6+ 則新聞，標示在新聞標題中。
休市期間顯示。正常交易時段外成交稀少，價格常在開盤後改變（Yahoo 財經，有延遲）。
交易活動與部位
- 成交量
- 1.2× 為 20 日均量10月30日 交易日
- 空單
- 占流通股 2.0% · -18% 較前次報告 · 回補天數 0.8 天 截至 10月15日
- 選擇權成交量
- 買權 543,577 · 賣權 499,243 (賣買權比 0.92) · 買權 1.1× 均量, 賣權 1.4×
- 隱含波動率
- 63% (+7.1 個百分點) 價平，11月6日 到期
- 選擇權隱含波動幅度
- ±6.9% 至 11月6日
連動
Semiconductors -8.1% 相對 SPY -6.3 個百分點 · SMH -7.0% 同步連動
Memory & storage -9.1% 相對 SPY -7.3 個百分點
新聞標題
- Micron's Chinese Rival CXMT Just Grew Its Sales More Than Sevenfold. I'd Buy Micron Stock Now.
- 5 Most Profitable Stocks of the Past 5 Years
- Elon Musk Has Incredible News for Micron Stock Investors
- OpenAI’s CEO Thinks Your Laptop’s Memory Should Be in a Data Center
- Prediction: 2 Under $1 Trillion Stocks That Will Be Worth More Than Micron 5 Years From Now
- Strong Growth Momentum and Rising Revisions Fuel Bright Earnings Outlook
- The selloff in tech stocks is shifting into overdrive
- 2 AI Stocks Poised to Surge on the Halloween Effect
- If AI Spending Slows in 2027, These Semiconductor Stocks Could Hold Up Best
- Amazon earnings fall short amid tech sell-off, and Anthropic becomes SpaceX's top partner
- Why Micron Stock Is Up Today
- Micron, Musk, and Memory. A Big Prediction Is Lifting the Stock.
- Micron Climbs 4% as Bank of America Grows More Positive on Memory; Western Digital Rises 5%, SanDisk Gains 3%
- Micron, Sandisk gain as SK Hynix scraps Solidigm IPO, LYNX says
Semiconductors · 題材新聞
- Direxion Semiconductor Bull 3X ETF upgraded to buy, expecting AI chip stocks rally by year-end.
- The semiconductor ETF SOXX just fell into its own bear market
- Nasdaq Futures Rise After Chip Selloff While S&P 500, Dow Track Mixed Open: SLV, GLD, SOXL, BE In Focus
- SK hynix's Solidigm Is Mulling a $45 Billion Chip Plant Investment. What This Means for SKHY Stock.
- US Stocks Close: Dow Rises 500 Points, Philadelphia Semiconductor Index Falls Over 4%; Memory, Optical Communication Stocks Extend Losses, Software Stocks Rebound; Apple Hits $5 Trillion Market Cap, SanDisk Falls Below $1,100 Mark
- Broadcom And 2 AI Chip Stocks To Watch
- Intel stock plunges 30% as weak PC demand and AI costs trigger global chip selloff
- Chip Stocks Slide as Samsung Profit Misses and Big Tech Trims AI Spending Plans
- Anthropic IPO Filing Ignites Rally; Chip Stocks Lead U.S. Rebound as TSMC ADR Climbs
Memory & storage · 題材新聞
- Sandisk and Micron Slide 5% as Samsung Miss Cools Memory Rally Ahead of Sandisk Earnings; SK Hynix Falls 3%, Western Digital Dips
- Why are Micron, SK Hynix and SanDisk stocks falling on Thursday?
- Memory Mania Has Micron Back Near $1,000
- Samsung Stock Plunges After Earnings, Dragging Micron, SanDisk, and Western Digital Down Over 3% Pre-Market as Market Focuses on SanDisk Earnings
- SK Hynix Jumps 8% After a 632% Profit Surge and a $45 Billion Shareholder Pledge. Micron and SanDisk Are Riding Along.
- Earnings season for global storage giants is here! The market awaits answers on whether AI-driven demand and the current high-growth momentum can be sustained.
- Bank of America Sees 77% Upside in Micron Stock (MU) After Executive Meetings. Here’s Why
- Jensen Huang Fires Back in Berlin: Memory Oversupply by 2029 "Unlikely," Champions Long-Term HBM and LPDDR Demand
每小時從 Yahoo 財經（個股）與 Google 新聞（題材）抓取。✦ 表示 AI 解讀原因時引用的新聞。
基本資料
- 市值
- $1.00T
- 法人持股
- 80.1%
- 52 週區間
- 192.59–1,255.00
- 分析師平均目標價
- $1,561.91
- 下次財報
- 12月23日 預估
- 預估本益比
- 4.3
近期事件
新聞（AI 解讀） ▼
Micron fell with memory and chip peers after Intel's weak forecast, per the Economic Times theme explanation.新聞（AI 解讀） ▼
Memory stocks sold off after Samsung's profit miss, according to 247wallst, and Micron fell more than its memory peers.新聞（AI 解讀） ▲
Fool.com cited rival SK Hynix's strong quarter as giving Micron investors reason to expect lasting pricing power in memory chips. · fool.com新聞（AI 解讀） ▲
Elon Musk's forecast for a new sector driving memory-chip demand is lifting the stock (finance.yahoo.com). · finance.yahoo.com新聞（AI 解讀） ▲
Bank of America met with Micron executives and grew more positive on memory supply agreements (247wallst.com). · 247wallst.com新聞（AI 解讀） ▲
SK Hynix's decision to scrap its Solidigm IPO reduces NAND flash supply competition, benefiting Micron (Investing.com). · Investing.com分析師
Rosenblatt maintained Buy, target $1,900新聞（AI 解讀） ▼
Semiconductor stocks slid Thursday on AI supply chain and capex concerns (Motley Fool). · fool.com分析師
Needham reiterated Buy, target $1,650新聞（AI 解讀） ▲
Micron outlined next-gen DRAM, HBM, NAND roadmap for AI, per Yahoo Finance. · marketbeat.com新聞（AI 解讀） ▼
Memory peers mixed but sector pressured; SK Hynix selloff raised AI cycle concerns (247wallst.com).新聞（AI 解讀） ▲
Memory and storage peers rallied 4.29% as chipmakers rebounded from earlier China chip concerns, per 24/7 Wall St.