Micron Technology, Inc. (NASDAQ:MU) stock traded lower Thursday morning, even as U.S. stock futures pointed slightly higher. Nasdaq futures rose 0.07%, while S&P 500 futures gained 0.18%.
周四上午，美光科技（NASDAQ:MU）股價走低，儘管美國股指期貨小幅上漲。納斯達克股指期貨上漲0.07%，標普500股指期貨上漲0.18%。
AI Storage Demand Boosts NAND Market
人工智能記憶體需求提振NAND市場
Micron's premarket decline comes despite a favorable industry backdrop. The company is benefiting from a shift toward higher-value NAND products as artificial intelligence fuels demand for enterprise storage, according to Counterpoint Research.
儘管行業背景有利，美光在盤前交易中仍出現下跌。Counterpoint Research表示，隨着人工智能推動企業記憶體需求，該公司正受益於向高價值NAND產品的轉變。
Enterprise solid-state drives accounted for 48% of global NAND shipments in the second quarter, nearly double their 26% share a year earlier. Counterpoint said rising AI inference demand tightened supply and helped push industry revenue to record levels.
第二季度，企業級固態硬盤佔全球NAND出貨量的48%，幾乎是去年同期26%份額的兩倍。Counterpoint表示，人工智能推理需求的上升收緊了供應，並幫助行業收入達到創紀錄水平。
Micron Holds 13% Of NAND Shipments
美光佔據13%的NAND出貨量
Micron held about 13% of NAND shipments. It trailed Samsung Electronics Co., Ltd. (OTC:SSNLF), SK hynix Inc. (NASDAQ:SKHY), privately held Yangtze Memory Technologies Co., or YMTC, and Kioxia Holdings Corporation.
美光的NAND出貨量佔比約爲13%。落後於三星電子（OTC:SSNLF）、SK海力士（NASDAQ:SKHY）、私營的長江存儲科技有限責任公司以及Kioxia Holdings Corporation。
However, Micron remained ahead of YMTC by revenue despite the Chinese rival capturing a larger 14% shipment share. Sandisk Corporation (NASDAQ:SNDK) held an 11% shipment share.
然而，儘管這家中國競爭對手佔據了14%的更大出貨份額，美光在收入方面仍領先於長江存儲。閃迪公司（NASDAQ:SNDK）的出貨份額爲11%。
Premium NAND Mix Could Drive Profitability
高端NAND產品組合有望推動盈利能力
Counterpoint said NAND profitability through 2027 will increasingly depend on selling the right mix of higher-value products rather than simply shipping more bits. That trend could favor suppliers with greater exposure to premium enterprise storage as AI infrastructure expands.
Counterpoint表示，到2027年，NAND的盈利能力將越來越取決於銷售合適的高價值產品組合，而不僅僅是增加比特出貨量。隨着人工智能基礎設施的擴張，這一趨勢可能有利於那些在企業級高端記憶體領域 exposure 更高的供應商。
Against that backdrop, Micron's Thursday decline puts more focus on technical levels following the stock's recent consolidation.
在此背景下，美光周四的下跌使市場在該股近期盤整後更加關注技術面水平。
Micron Technical Analysis
美光科技技術分析
Micron traded 3.4% above its 20-day simple moving average of $879.08. However, it remained 5.8% below its 50-day SMA of $965.16.
美光科技的交易價格高於其20日簡單移動平均線（SMA）3.4%，該均線爲$879.08。然而，其價格仍低於50日SMA 5.8%，該均線爲$965.16。
The longer-term trend remains stronger. Micron traded 18.5% above its 100-day SMA of $767.27 and 66.8% above its 200-day SMA of $545.19.
長期趨勢依然強勁。美光科技的交易價格高於其100日SMA 18.5%，該均線爲$767.27，並高於其200日SMA 66.8%，該均線爲$545.19。
The relative strength index stood at 50.23. An RSI near 50 signals neutral momentum, meaning neither buyers nor sellers have a clear advantage.
相對強弱指數（RSI）爲50.23。RSI接近50表明動能中性，意味着買方和賣方均無明顯優勢。
Micron's 20-day SMA remains below its 50-day SMA, a bearish short-term signal. However, its 50-day SMA remains above the 200-day SMA, supporting the longer-term bullish trend.
美光科技的20日SMA仍低於其50日SMA，這是一個短期的看跌信號。然而，其50日SMA仍高於200日SMA，支撐了長期的看漲趨勢。
Key resistance: $1,012.
Key support: $891.50, near the 20-day exponential moving average of $891.82.
關鍵阻力位：$1,012。
關鍵支撐位：$891.50，接近20日指數移動平均線（EMA）$891.82。
Micron Earnings And Analyst Outlook
美光科技業績與分析師展望
Micron's next earnings report is estimated for Sept. 22.
美光科技的下一份業績預計將於9月22日發佈。
Wall Street expects earnings of $31.27 per share, up from $3.03 a year earlier. Revenue is projected at $50.81 billion, compared with $11.31 billion a year ago.
華爾街預計每股收益爲$31.27，高於去年同期的$3.03。預計營收爲$508.1億，而去年同期爲$113.1億。
Micron carries a Buy consensus rating and an average price forecast of $1,537.50. Recent analyst actions include:
美光科技獲得「買入」的一致評級，平均目標價爲$1,537.50。近期分析師行動包括：
- Citigroup: Buy, lowered price forecast to $1,150 on Aug. 7.
- KeyBanc: Overweight, raised price forecast to $1,750 on July 14.
- Cantor Fitzgerald: Overweight, raised price forecast to $2,000 on June 29.
- 花旗集團：買入，於8月7日將目標價下調至$1,150。
- KeyBanc：增持，於7月14日將目標價上調至$1,750。
- Cantor Fitzgerald：給予超配評級，並於6月29日將目標價上調至$2,000。
Benzinga Edge Rankings
Benzinga Edge 排行榜
Micron scores strongly across several Benzinga Edge measures. Its Momentum score stands at 99.59, Quality at 97.41 and Growth at 91.47. Its Value score is lower at 34.24.
美光科技在Benzinga Edge的多項指標中表現強勁。其動量得分爲99.59，質量得分爲97.41，增長得分爲91.47。其價值得分較低，爲34.24。
The rankings point to strong momentum, quality and growth, while valuation remains the weaker part of the profile.
排名顯示其動量、質量和增長勢頭強勁，而估值仍是其基本面中較弱的部分。
MU Price Action
MU股價走勢
MU Stock Price Activity: Micron Technology shares were down 0.72% at $904.75 during premarket trading on Thursday, according to Benzinga Pro data.
MU股價動態：根據Benzinga Pro數據，美光科技股票在周四盤前交易中下跌0.72%，報$904.75。 (Benzinga)