---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42723573.md"
description: "$Micron Tech(MU.US)Morgan Stanley expects the growth rate of memory contract prices to peak in Q4, and memory stock valuations face reassessment $Sandisk(SNDK.US)$SK Hynix(SKHY.US)$Roundhill Memory ETF(DRAM.US)"
datetime: "2026-07-16T12:50:33.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42723573.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42723573.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42723573.md)
author: "[Klaro](https://longbridge.com/en/profiles/23447663.md)"
---

# $Micron Tech(MU.US)Morgan Stanley expects the grow…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
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- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [SKHYV.US](https://longbridge.com/en/quote/SKHYV.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
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- [MS-E.US](https://longbridge.com/en/quote/MS-E.US.md)
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- [MS-L.US](https://longbridge.com/en/quote/MS-L.US.md)
- [MS-P.US](https://longbridge.com/en/quote/MS-P.US.md)
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- [MS-K.US](https://longbridge.com/en/quote/MS-K.US.md)

## Comments (8)

- **傻傻拿住 · 2026-07-16T13:47:38.000Z**: Short essay
- **echo_:P · 2026-07-16T13:45:14.000Z · 👍 1**: Creating panic to get chips
- **悠悠的户晨风 · 2026-07-16T13:44:26.000Z**: Morgan Stanley is always wise after the event.
- **saila · 2026-07-16T13:21:51.000Z**: Can I just leave then?
- **新用户_OSPnY0 · 2026-07-16T13:14:54.000Z**: Stock prices are all calculated in advance, peaking in Q4, so they're starting to collapse now, what should we do?
  - **echo_:P** (2026-07-16T13:38:11.000Z): AI isn't over yet.
  - **新用户_OSPnY0** (2026-07-16T15:06:36.000Z): The end of AI and storage demand, and storage stock prices, aren't necessarily all related, right?
- **数字游民 · 2026-07-16T13:14:30.000Z**: hbm