<p>目前值得关注的一只人工智能（AI）股票是 <strong>美光科技</strong>（Micron Technology，MU 8.79%）。该公司为企业提供内存和存储解决方案。虽然它看起来并不是一个明显的 AI 投资，但其产品对于那些正在构建 AI 能力并需要升级基础设施的公司来说是重要的组成部分。</p>
<p>由于最近 AI 驱动的需求，美光的业务一直在蓬勃发展。该公司在最近一个季度的表现远超预期，其股价今年几乎翻了一番。以 1830 亿美元的市值来看，这似乎是一个相对估值适中的投资机会，尤其考虑到它所拥有的增长潜力。</p>
<p>美光会是现在最值得拥有的 AI 股票吗？</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUxOTEvYnVzaW5lc3NwZXJzb24tZ2l2aW5nLWEtcHJlc2VudGF0aW9uLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUxOTEvYnVzaW5lc3NwZXJzb24tZ2l2aW5nLWEtcHJlc2VudGF0aW9uLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>美光的销售和利润在上个季度飙升</h2>
<p>在 9 月 23 日，美光发布了截至 8 月 28 日的第四季度业绩。这是该科技公司令人印象深刻的表现，收入总计 113 亿美元，同比增长 46%，超出分析师预期的 112 亿美元。调整后的每股收益为 3.03 美元，这一数字更为令人印象深刻，因为华尔街仅预期为 2.86 美元。</p>
<p>2025 财年是该业务的创纪录年份，管理层仍然看到未来更大的增长。首席执行官 Sanjay Mehrotra 表示：“作为唯一一家美国本土的内存制造商，美光在即将到来的 AI 机遇中处于独特的位置。” 对于当前季度，公司预计收入约为 125 亿美元，这将比去年同期的 87 亿美元增长 44%。</p>
<h2>股票还能涨多少？</h2>
<p>随着美光今年的强劲反弹，股票现在交易于历史最高点。提供存储解决方案的科技公司今年都在上涨，而美光的涨幅实际上落后于 <strong>希捷科技</strong>（Seagate Technology）和 <strong>西部数据</strong>（Western Digital），后者今年上涨了约 160%。但由于市盈率较为适中，美光可能在未来成为更具吸引力的投资。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/6206db3e41ae0f5419424f04225b51c8.png?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://media.ycharts.com/charts/6206db3e41ae0f5419424f04225b51c8.png"/></p>
<p>MU 市盈率数据来源于 YCharts</p>
<p>分析师对该股票仍持乐观态度，分析师共识目标价约为 185 美元，这意味着从当前交易价格来看，仍有约 12% 的上涨空间。</p>
<p>美光能否在长期内以更快的速度上涨，最终将取决于需求的强劲程度。根据 Fortune Business Insights 的分析师，动态随机存取内存（DRAM）市场将以 6.9% 的年复合增长率增长，直到 2032 年。这是一个稳定的增长率，但可能不足以让增长型投资者对该股票的潜力感到兴奋，从而愿意为其支付更高的溢价。</p>
<h2>你今天应该购买美光股票吗？</h2>
<p>美光的业务表现非常出色，但最终很多因素取决于与 AI 相关的支出和投资。就在几年前，情况对美光来说看起来更加严峻，销售额在更糟糕的市场环境中下降了 40%。</p>
<p>考虑到其运营的波动性以及近期 AI 支出可能回落的潜在风险，我对今天投资美光持谨慎态度。该领域有许多竞争公司，这可能使得该业务在长期内难以以高速度增长其收益。然而，如果你愿意承担一些风险和不确定性，考虑到其强劲的业绩和相对适中的估值，这仍然可能是现在值得购买的更好的 AI 股票之一。</p>

美光科技

<p>美光科技（MU）作为人工智能领域的关键参与者，正受到关注，提供重要的内存和存储解决方案。该公司最近公布了令人印象深刻的第四季度业绩，收入达到 113 亿美元，同比增长 46%，调整后的每股收益为 3.03 美元，超出预期。分析师们保持乐观，普遍目标价为 185 美元，暗示有 12% 的上涨空间。然而，未来的增长取决于与人工智能相关的支出和市场竞争，使得投资成为一种经过深思熟虑的风险，尽管美光的表现强劲且估值适中</p>

<p>One artificial intelligence (AI) stock worth watching right now is <strong>Micron Technology</strong>(MU 8.79%). The company provides businesses with memory and storage solutions. It may not seem like an obvious AI play, but its products are important pieces for companies that are building their AI capabilities and need to upgrade their infrastructure.</p>
<div class="lb-trans"><p>目前值得关注的一只人工智能（AI）股票是 <strong>美光科技</strong>（Micron Technology，MU 8.79%）。该公司为企业提供内存和存储解决方案。虽然它看起来并不是一个明显的 AI 投资，但其产品对于那些正在构建 AI 能力并需要升级基础设施的公司来说是重要的组成部分。</p>
</div><p>Micron's business has been booming due to AI-powered demand recently. The company widely outperformed expectations in its most recent quarter, and its shares have nearly doubled this year. At a market cap of $183 billion, this may seem like a fairly modestly valued business to invest in, especially given the growth potential it possesses.</p>
<div class="lb-trans"><p>由于最近 AI 驱动的需求，美光的业务一直在蓬勃发展。该公司在最近一个季度的表现远超预期，其股价今年几乎翻了一番。以 1830 亿美元的市值来看，这似乎是一个相对估值适中的投资机会，尤其考虑到它所拥有的增长潜力。</p>
</div><p>Could Micron be the best AI stock to own right now?</p>
<div class="lb-trans"><p>美光会是现在最值得拥有的 AI 股票吗？</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUxOTEvYnVzaW5lc3NwZXJzb24tZ2l2aW5nLWEtcHJlc2VudGF0aW9uLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F835191%2Fbusinessperson-giving-a-presentation.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's sales and profits soared last quarter</h2>
<div class="lb-trans"><h2>美光的销售和利润在上个季度飙升</h2>
</div><p>On Sept. 23, Micro posted its fourth-quarter results for the period ended Aug. 28. It was an impressive performance for the tech company, whose revenue totaled $11.3 billion and rose by 46% year over year, which beat analyst expectations of $11.2 billion. Its adjusted earnings per share totaled $3.03, which was an even more impressive figure as Wall Street was looking for just $2.86.</p>
<div class="lb-trans"><p>在 9 月 23 日，美光发布了截至 8 月 28 日的第四季度业绩。这是该科技公司令人印象深刻的表现，收入总计 113 亿美元，同比增长 46%，超出分析师预期的 112 亿美元。调整后的每股收益为 3.03 美元，这一数字更为令人印象深刻，因为华尔街仅预期为 2.86 美元。</p>
</div><p>Fiscal 2025 was a record year for the business and management still sees even more growth in the future. CEO Sanjay Mehrotra said that &#34;as the only U.S.-based memory manufacturer, Micron is uniquely positioned to capitalize on the AI opportunity ahead.&#34; For the current quarter, the company's guidance calls for revenue of around $12.5 billion, which would be a 44% increase from the $8.7 billion it reported in the prior-year period.</p>
<div class="lb-trans"><p>2025 财年是该业务的创纪录年份，管理层仍然看到未来更大的增长。首席执行官 Sanjay Mehrotra 表示：“作为唯一一家美国本土的内存制造商，美光在即将到来的 AI 机遇中处于独特的位置。” 对于当前季度，公司预计收入约为 125 亿美元，这将比去年同期的 87 亿美元增长 44%。</p>
</div><h2>How much higher can the stock go?</h2>
<div class="lb-trans"><h2>股票还能涨多少？</h2>
</div><p>With Micron's impressive rally this year, the stock is now trading at all-time highs. Tech companies offering storage solutions have been rising this year and Micron's gains have actually trailed those of both <strong>Seagate Technology</strong> and <strong>Western Digital</strong>, which are up around 160% this year. But with a more modest price-to-earnings multiple, Micron could make for a more appealing investment going forward.</p>
<div class="lb-trans"><p>随着美光今年的强劲反弹，股票现在交易于历史最高点。提供存储解决方案的科技公司今年都在上涨，而美光的涨幅实际上落后于 <strong>希捷科技</strong>（Seagate Technology）和 <strong>西部数据</strong>（Western Digital），后者今年上涨了约 160%。但由于市盈率较为适中，美光可能在未来成为更具吸引力的投资。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/6206db3e41ae0f5419424f04225b51c8.png" alt="" original-src="https://media.ycharts.com/charts/6206db3e41ae0f5419424f04225b51c8.png"/></p>
<p>MU PE Ratio data by YCharts</p>
<div class="lb-trans"><p>MU 市盈率数据来源于 YCharts</p>
</div><p>Analysts also remain bullish on the stock, with the consensus analyst price target for Micron coming in at around $185, which implies an upside of around 12% from where it trades today.</p>
<div class="lb-trans"><p>分析师对该股票仍持乐观态度，分析师共识目标价约为 185 美元，这意味着从当前交易价格来看，仍有约 12% 的上涨空间。</p>
</div><p>Whether Micron can rise at a faster rate over the long term will ultimately depend on how strong demand will prove to be. According to analysts at Fortune Business Insights, the market for dynamic random-access memory (DRAM), which makes up the bulk of Micron's sales, will grow at a compound annual growth rate of 6.9% until 2032. It's a steady rate of growth but it may not be fast enough to get growth investors excited about the stock's potential to pay more of a premium for it.</p>
<div class="lb-trans"><p>美光能否在长期内以更快的速度上涨，最终将取决于需求的强劲程度。根据 Fortune Business Insights 的分析师，动态随机存取内存（DRAM）市场将以 6.9% 的年复合增长率增长，直到 2032 年。这是一个稳定的增长率，但可能不足以让增长型投资者对该股票的潜力感到兴奋，从而愿意为其支付更高的溢价。</p>
</div><h2>Should you buy Micron stock today?</h2>
<div class="lb-trans"><h2>你今天应该购买美光股票吗？</h2>
</div><p>Micron's business is performing exceptionally well but a lot ultimately hinges on AI-related spending and investments. It was only a couple of years ago when the situation looked more troubling for Micron, with its sales declining by 40% amid more troubling market conditions.</p>
<div class="lb-trans"><p>美光的业务表现非常出色，但最终很多因素取决于与 AI 相关的支出和投资。就在几年前，情况对美光来说看起来更加严峻，销售额在更糟糕的市场环境中下降了 40%。</p>
</div><p>Given the volatility involved with its operations and the potential for a pullback on AI spending in the near future, I'd be hesitant to invest in Micron today. There are many competing companies in this space which could make it difficult for the business to grow its earnings at a high rate over the long haul. However, if you're OK with taking on some risk and uncertainty, this could still be one of the better AI stocks to buy right now given its strong results and relatively modest valuation.</p>
<div class="lb-trans"><p>考虑到其运营的波动性以及近期 AI 支出可能回落的潜在风险，我对今天投资美光持谨慎态度。该领域有许多竞争公司，这可能使得该业务在长期内难以以高速度增长其收益。然而，如果你愿意承担一些风险和不确定性，考虑到其强劲的业绩和相对适中的估值，这仍然可能是现在值得购买的更好的 AI 股票之一。</p>
</div>

After Smashing Earnings Expectations, Is Micron Technology the Hottest Artificial Intelligence (AI) Stock to Buy Right Now?

- Micron Technology 的第四季度收入为 113 亿美元，同比增长 46%。  
- 公司 CEO 表示 Micron 在 AI 机会中独特定位，预计未来增长。  
- 分析师目标价为 185 美元，暗示上涨空间约 12%。

在超出盈利预期后，美光科技是否是当前最热门的人工智能（AI）股票？