<p><strong>美光</strong>(MU 4.74%) 股票在周二的交易中上涨。该记忆技术公司的股价在日内交易中上涨了 4.7%。与此同时，<strong>标准普尔 500 指数</strong>(^GSPC 1.11%) 上涨了 1.1%，<strong>纳斯达克综合指数</strong>(^IXIC 1.43%) 上涨了 1.4%。</p>
<p>美光的估值今天得到了提升，因为宏观经济和地缘政治的发展指向了对投资者更有利的背景。围绕公司明天季度报告的兴奋情绪也可能对估值变动产生了影响。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI4MjAvZ2V0dHlpbWFnZXMtMTI0ODI2MjY0OS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI4MjAvZ2V0dHlpbWFnZXMtMTI0ODI2MjY0OS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>美光股票因更有利的宏观经济和地缘政治前景而上涨</h2>
<p>美联储主席杰罗姆·鲍威尔今天表示，中央银行将继续监测关税和通胀动态，然后再决定是否降息，但他也为下个月的降息留出了可能性。与美联储官员最近的其他评论一起，鲍威尔今天的声明增强了投资者对下个月降息的希望，并推动了更广泛市场的上涨。</p>
<p>投资者也对以色列和伊朗之间战争停火的宣布感到宽慰。除了可能导致通胀上升的结果外，投资者还表现出对两国军事行动可能升级为更大冲突的担忧，这将使市场不稳定。随着停火的达成，美光和其他股票的估值得到了提升，因为买家变得不那么规避风险。</p>
<h2>美光的下一步是什么？</h2>
<p>在明天市场收盘后，美光将发布其当前财政年度第三季度的业绩，该季度于 5 月 30 日结束。华尔街分析师的平均估计预计该公司报告非公认会计原则（GAAP）调整后的每股收益为 1.61 美元，销售额为 88.5 亿美元。在美光的最后一次更新中，该公司预计调整后的每股收益将在 1.47 美元至 1.67 美元之间，销售额将在 86 亿美元至 90 亿美元之间。</p>
<p>虽然预计该公司在其 NAND 记忆芯片的销售相对疲软，但分析师预计高带宽内存（HBM）和其他 DRAM 解决方案的表现将强劲。随着以 AI 为重点的 HBM 产品可能占据美光销售组合的更大份额，这些高利润产品的销售可能推动美光在该期间实现超出预期的盈利表现。</p>

美光科技

<p>美光科技的股票上涨了 4.7%，这得益于有利的宏观经济和地缘政治发展，包括美联储可能降息以及以色列与伊朗冲突的停火。投资者对美光即将发布的季度报告持乐观态度，预计调整后的每股收益为 1.61 美元，销售额为 88.5 亿美元。分析师预测高带宽内存产品将表现强劲，这可能会提升美光的收益，尽管预计 NAND 内存芯片的销售将疲软</p>

<p><strong>Micron</strong>(MU 4.74%) stock rose in Tuesday's trading. The memory technologies company's share price climbed 4.7% in the daily session. Meanwhile, the <strong>S&amp;P 500</strong>(^GSPC 1.11%) gained 1.1%, and the <strong>Nasdaq Composite</strong>(^IXIC 1.43%) climbed 1.4%.</p>
<div class="lb-trans"><p><strong>美光</strong>(MU 4.74%) 股票在周二的交易中上涨。该记忆技术公司的股价在日内交易中上涨了 4.7%。与此同时，<strong>标准普尔 500 指数</strong>(^GSPC 1.11%) 上涨了 1.1%，<strong>纳斯达克综合指数</strong>(^IXIC 1.43%) 上涨了 1.4%。</p>
</div><p>Micron's valuation got a boost today as macroeconomic and geopolitical developments pointed to a more favorable backdrop for investors. Excitement surrounding the company's quarterly report tomorrow may have also factored into the valuation move.</p>
<div class="lb-trans"><p>美光的估值今天得到了提升，因为宏观经济和地缘政治的发展指向了对投资者更有利的背景。围绕公司明天季度报告的兴奋情绪也可能对估值变动产生了影响。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI4MjAvZ2V0dHlpbWFnZXMtMTI0ODI2MjY0OS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F822820%2Fgettyimages-1248262649.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Micron stock rises on more favorable macroeconomic and geopolitical outlook</h2>
<div class="lb-trans"><h2>美光股票因更有利的宏观经济和地缘政治前景而上涨</h2>
</div><p>Federal Reserve Chair Jerome Powell said today that the central bank would continue to monitor tariff and inflation dynamics before committing to cutting interest rates, but he also left the door open for a rate reduction next month. Along with other recent comment from Fed officials, Powell's statements today bolstered investor hopes for a rate cut next month and helped send the broader market higher.</p>
<div class="lb-trans"><p>美联储主席杰罗姆·鲍威尔今天表示，中央银行将继续监测关税和通胀动态，然后再决定是否降息，但他也为下个月的降息留出了可能性。与美联储官员最近的其他评论一起，鲍威尔今天的声明增强了投资者对下个月降息的希望，并推动了更广泛市场的上涨。</p>
</div><p>Investors were also relieved to see the announcement of a ceasefire in the war between Israel and Iran. In addition to being a potential source of outcomes that could drive inflation higher, investors have shown signs of concern that military actions between the two countries could spiral into a much wider conflict that would destabilize markets. With a ceasefire now in place, Micron and other stock stocks received valuation boosts as buyers became less risk-averse.</p>
<div class="lb-trans"><p>投资者也对以色列和伊朗之间战争停火的宣布感到宽慰。除了可能导致通胀上升的结果外，投资者还表现出对两国军事行动可能升级为更大冲突的担忧，这将使市场不稳定。随着停火的达成，美光和其他股票的估值得到了提升，因为买家变得不那么规避风险。</p>
</div><h2>What's next for Micron?</h2>
<div class="lb-trans"><h2>美光的下一步是什么？</h2>
</div><p>After market close tomorrow, Micron will publish results for the third quarter of its current fiscal year, which concluded May 30. The average Wall Street analyst estimate calls for the business to report non-GAAP (generally accepted accounting principles) adjusted earnings per share of $1.61 on sales of $8.85 billion. With the last update from Micron, the company guided for adjusted earnings per share to be between $1.47 and $1.67, and for sales to be between $8.6 billion and $9 billion.</p>
<div class="lb-trans"><p>在明天市场收盘后，美光将发布其当前财政年度第三季度的业绩，该季度于 5 月 30 日结束。华尔街分析师的平均估计预计该公司报告非公认会计原则（GAAP）调整后的每股收益为 1.61 美元，销售额为 88.5 亿美元。在美光的最后一次更新中，该公司预计调整后的每股收益将在 1.47 美元至 1.67 美元之间，销售额将在 86 亿美元至 90 亿美元之间。</p>
</div><p>While the company is expected to see relatively soft sales for its NAND memory chips, analysts are expecting strong performance for high-bandwidth-memory (HBM) and other DRAM solutions. With AI-focused HBM products potentially making up a bigger portion of Micron's sales mix, sales for these higher-margin products could push Micron to a stronger-than-expected earnings performance in the period.</p>
<div class="lb-trans"><p>虽然预计该公司在其 NAND 记忆芯片的销售相对疲软，但分析师预计高带宽内存（HBM）和其他 DRAM 解决方案的表现将强劲。随着以 AI 为重点的 HBM 产品可能占据美光销售组合的更大份额，这些高利润产品的销售可能推动美光在该期间实现超出预期的盈利表现。</p>
</div>

Why Micron Stock Jumped Today

- Micron 股票在周二交易中上涨 4.7%。  
- 宏观经济和地缘政治因素改善，推动投资者信心。  
- 明天 Micron 将发布第三季度财报，分析师预期每股收益为 $1.61。  

为什么美光科技的股票今天上涨了