Prize Contest|Micron's Earnings Report Ignites the Memory Sector, Who Will Soar the Most Next Week?

The memory chip supercycle faces a key validation moment 🔥$Micron Tech(MU.US) Q3 earnings report will be released after the market close tonight, with analysts expecting revenue of $34.38 billion and EPS soaring 932% year-over-year.

Four major memory stocks are poised for action. Bridge Uncle invites you to guess next week's top gainer. Correct guess wins 500 task coins!

🌟 $Micron Tech(MU.US): DRAM leader, HBM capacity fully sold out for the year, gross margin targeting a record high of 81%. Tonight's earnings report is the key sentiment switch for the entire memory sector. Analysts expect EPS to reach $19.72.

Live stream link: https://longbridge.cn/lives/348299?app_id=longbridge&utm_source=longbridge_app_share&share_track_id=3ca118c4-657b-408f-89e2-75f2c160fe23&invite-code=UIAFCBXD&locale=zh-HK

$Sandisk(SNDK.US): Pure-play NAND player, surged over 40x after spin-off IPO. Data center business revenue soared 233% quarter-over-quarter. Q4 revenue guidance is $7.75-$8.25 billion. AI SSD demand is taking off.

$Western Digital(WDC.US): Focused on HDD after spin-off, stock price surged 14% in a single day in June, hitting a record high. AI cold storage demand is the new engine. The company simultaneously announced a 20% dividend increase, providing clear positive capital signals.

$Seagate Tech(STX.US): HDD leader, mass production and shipment of 30TB HAMR high-capacity drives. Morgan Stanley raised the target price to $1,035, predicting the HDD supply-demand gap will persist until 2028.

📈 美光财报后,下周哪只存储股涨幅最大?

Single Choice

  • 美光科技(MU.US)
  • 闪迪(SNDK.US)
  • 西部数据(WDC.US)
  • 希捷科技(STX.US)
1442 people voted4 天后结束

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