文章核心观点 - 蓝筹股是股市中最优质的资产之一,因为它们是知名、受尊重或已建立的公司,能提供可靠的增长、持续的回报和稳定的业务[1] - 蓝筹股通常不便宜,因为它们成熟的业务和广泛的存在意味着每个投资者都了解它们,导致交易量高、波动性低和估值高[2] - 有时即使公司表现出色,也会被市场趋势所掩盖,因此本文将探讨市场上便宜的蓝筹股[3] 关于PDD Holdings - PDD Holdings是中国最大的电子商务公司之一,市值1880亿美元[6] - PDD运营拼多多电商平台,专注于高周转产品如农产品和供应商直供商品以及日用品[7] - PDD Holdings在2024年第一季度表现出色,收入同比增长131%,营业利润增长275%,净利润增长246%[8] - PDD Holdings成功执行了高质量发展战略,在关键增长领域进行了大量投资,致力于长期价值创造[9] - 华尔街对PDD股票给予93%的潜在上涨空间和强烈买入评级[9] 关于Micron Technology - Micron Technology是一家市值1480亿美元的科技巨头,随着AI的兴起,对GPU、CPU和存储芯片的需求从未如此关键[10] - Micron的HBM3E内存产品提供每秒1.2TB的超高带宽,功耗降低30%,助力AI的快速普及[11] - Micron在2024年第三季度表现出色,收入同比增长81%,毛利率转正,净利润实现3.32亿美元的大幅增长[12][13] - 华尔街给予Micron73%的潜在上涨空间,评级为强烈买入,是目前最便宜的蓝筹股之一[14] 关于耐克(Nike) - 耐克是一家市值1090亿美元的顶级运动鞋品牌,也是运动装备和服装的全球领导者[16] - 耐克近期面临内部和外部挑战,导致股价下跌,但有望走出困境[17] - 分析师Oppenheimer将耐克评级从"执行"上调至"跑赢大盘",认为其风险已经大幅降低,正在走向复苏[18] - 耐克2024财年报告显示收入同比增长1%,利润增长15%,得益于战略性定价、物流成本下降和有效的费用管理[19] - 33位分析师给予耐克买入评级,未来12个月潜在上涨空间为65%,是一个不错的投资机会[20]

Micron Technology, Inc. (MU) recently launched the Crucial P310 2230 Gen4 NVMe solid-state drive (SSD), tailored specifically for handheld gaming devices, ultrathin laptops and mini PCs. It promises to meet the demands of storage-intensive and performance-hungry applications, particularly in the gaming sector. This new SSD boasts impressive read and write speeds of 7,100 and 6,000 megabytes per second (MB/s), respectively, and offers capacities of up to 2 terabytes (TB).The Crucial P310 2230 SSD is designed ...

Micron Technology’s (MU) shares jumped 49.4% year to date compared with the Zacks Computer & Technology sector's growth of 25.6%. The uptick can be attributed to MU’s back-to-back quarters of impressive financial performance and sustained focus on launching successful and innovative products.MU recently rolled out multiplexed rank dual inline memory modules (MRDIMMs). The newly introduced memory module offers 39% more bandwidth and 15% more efficiency, as well as minimizes latency by 40% compared with its p ...

文章核心观点 - 该款Crucial P310 2230 Gen4 NVMe固态硬盘为手持游戏设备和超薄笔记本电脑提供了高性能和大容量的存储解决方案[1][2][5][6] - 该SSD具有7,100MB/s的读取速度和6,000MB/s的写入速度,以及高达1百万IOPS的随机读取性能,为用户提供了极快的游戏加载和启动速度[2] - 该SSD提供1TB到2TB的容量选择,满足了用户对大容量存储的需求[2] - 该SSD采用低功耗设计,在提供高性能的同时也能延长设备的续航时间[2][3][4] 公司信息 - 美光科技是行业领先的创新存储解决方案提供商,通过自有品牌Micron和Crucial为客户提供高性能DRAM、NAND和NOR存储产品[11] - 美光科技专注于客户需求、技术领先和制造运营卓越,为数据经济和人工智能等计算密集型应用提供支持[11] 产品信息 - Crucial P310 2230 Gen4 NVMe SSD采用M.2 2230小型化设计,可快速安装在手持游戏设备和超薄笔记本电脑上[6] - 该SSD与Gen3设备也具有向后兼容性[2] - 该SSD目前已在Crucial官网及部分零售商处上市销售,提供5年质保[7] - 公司还将在今年秋季推出针对PC游戏的P310 2280 SSD[7]

文章核心观点 - 公司推出了新一代的多路复用排名双列直插内存模块(MRDIMM),可以为客户提供更高的带宽、更大的容量和更低的延迟,从而加速内存密集型的虚拟化多租户、高性能计算和AI数据中心工作负载[1][2][3] - MRDIMM采用DDR5标准,可以提供高达39%的有效内存带宽提升、15%以上的总线效率改善以及高达40%的延迟改善,相比传统的TSV RDIMM具有明显优势[4] - MRDIMM提供了从32GB到256GB的广泛容量范围,并有标准和加高两种形式因子,可以满足高性能1U和2U服务器的需求,同时改善了热设计,可以降低DRAM温度高达20摄氏度[5] - 公司与英特尔密切合作,确保MRDIMM可以无缝集成到现有的服务器基础设施中,并能够顺利过渡到未来的计算平台[6][7] - 公司表示未来几代MRDIMM将继续提供高达45%的内存带宽改善[13] 行业分析 - 随着处理器和GPU供应商提供了指数级增长的核心数量,内存带宽的需求也呈指数级增长,MRDIMM有助于缩小这一差距,满足AI推理、AI重训练以及众多高性能计算工作负载的需求[7] - 公司与行业领先厂商如联想密切合作,致力于为客户提供平衡、高性能和可持续的技术解决方案[7] - 公司表示MRDIMM可以为数据中心带来前所未有的总拥有成本(TCO)优势[5] 公司概况 - 公司是创新存储解决方案的行业领导者,通过自主研发的Micron和Crucial品牌产品,为数据经济、人工智能和计算密集型应用提供支持[8] - 公司拥有卓越的技术领导力、制造和运营能力,致力于为客户提供高性能的DRAM、NAND和NOR存储产品[8]

BOISE, Idaho, July 16, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), today announced it is now sampling its multiplexed rank dual inline memory module (MRDIMMs). The MRDIMMs will enable Micron customers to run increasingly demanding workloads and obtain maximum value out of their compute infrastructure. For applications requiring more than 128GB of memory per DIMM slot, Micron MRDIMMs outperform current TSV RDIMMs by enabling the highest bandwidth, largest capacity with the lowest latency a ...

文章核心观点 - 人工智能(AI)正在引领资本市场的发展,其中芯片公司Nvidia在AI芯片领域占据主导地位 [2][3][4] - 但并非所有芯片公司都与Nvidia直接竞争,有些公司如美光科技(Micron)正在与Nvidia合作,从中获益 [5][6][7][9] - 美光科技的高带宽内存(HBM)3E产品已经被Nvidia的GPU所采用,并且供不应求,未来两年的产能已经全部售罄 [10][11][12] 美光科技的业务表现 - 美光科技2024财年第三季度收入达68亿美元,同比增长84% [11] - HBM3E产品在本季度贡献了1亿美元收入,预计2024财年将达到数亿美元,2025财年将达到数十亿美元 [11] - 美光科技的HBM产品在2024年和2025年已经全部售罄,未来两年的定价也已经确定 [12] 美光科技的估值分析 - 美光科技的自由现金流估值(P/FCF)虽然较高,但已经低于之前的高位 [13][14] - 由于芯片行业的周期性,美光科技的盈利能力存在波动,但HBM产品的供不应求有望提升其定价能力,改善现金流和盈利 [15][16] - 尽管估值不算便宜,但美光科技仍是一个值得长期投资的选择,可作为Nvidia的替代品 [17][18]

Micron began getting credit for its AI upside as the memory cycle turned up.Shares of Micron Technology (MU 2.55%) rallied 54.1% in the first half of 2024, according to data from S&P Global Market Intelligence.The memory chipmaker, which is the only U.S.-based producer of DRAM memory chips and one of two U.S.-based producers of NAND flash memory, rallied on optimism for AI-fueled growth.Most importantly, Micron began ramping up production of its third-generation high-bandwidth memory (HBM3E) during the firs ...

The memory specialist's stock price has been heading south of late.Shares of Micron Technology (MU 2.55%) have clocked impressive gains of 58% so far this year, but the past few weeks it's fallen, even though the company reported a solid set of fiscal 2024 third-quarter results (for the three months ended May 30) in late June.More specifically, Micron stock has fallen about 14% from the 52-week highs it hit on June 18. Let's see why that has been the case and whether investors should use the dip to buy more ...

Loading... Loading... Micron Technology Inc MU shares were climbing in early trading on Friday and are up more than 60% year to date on an AI rally. Management meetings with analysts were held in Boston and New York. Here are some takeaways. BofA Securities On Micron Technology Analyst Vivek Arya maintained a Buy rating and price target of $170. Micron Technology's key message was "very bullish" regarding pricing and mix shift towards "differentiated AI computing and enterprise storage products," Arya said ...