<p><strong>美光</strong>(MU 4.74%) 股票在週二的交易中上漲。該記憶技術公司的股價在日內交易中上漲了 4.7%。與此同時，<strong>標準普爾 500 指數</strong>(^GSPC 1.11%) 上漲了 1.1%，<strong>納斯達克綜合指數</strong>(^IXIC 1.43%) 上漲了 1.4%。</p>
<p>美光的估值今天得到了提升，因為宏觀經濟和地緣政治的發展指向了對投資者更有利的背景。圍繞公司明天季度報告的興奮情緒也可能對估值變動產生了影響。</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>圖片來源：Getty Images。</p>
<h2>美光股票因更有利的宏觀經濟和地緣政治前景而上漲</h2>
<p>美聯儲主席傑羅姆·鮑威爾今天表示，中央銀行將繼續監測關税和通脹動態，然後再決定是否降息，但他也為下個月的降息留出了可能性。與美聯儲官員最近的其他評論一起，鮑威爾今天的聲明增強了投資者對下個月降息的希望，並推動了更廣泛市場的上漲。</p>
<p>投資者也對以色列和伊朗之間戰爭停火的宣佈感到寬慰。除了可能導致通脹上升的結果外，投資者還表現出對兩國軍事行動可能升級為更大沖突的擔憂，這將使市場不穩定。隨着停火的達成，美光和其他股票的估值得到了提升，因為買家變得不那麼規避風險。</p>
<h2>美光的下一步是什麼？</h2>
<p>在明天市場收盤後，美光將發佈其當前財政年度第三季度的業績，該季度於 5 月 30 日結束。華爾街分析師的平均估計預計該公司報告非公認會計原則（GAAP）調整後的每股收益為 1.61 美元，銷售額為 88.5 億美元。在美光的最後一次更新中，該公司預計調整後的每股收益將在 1.47 美元至 1.67 美元之間，銷售額將在 86 億美元至 90 億美元之間。</p>
<p>雖然預計該公司在其 NAND 記憶芯片的銷售相對疲軟，但分析師預計高帶寬內存（HBM）和其他 DRAM 解決方案的表現將強勁。隨着以 AI 為重點的 HBM 產品可能佔據美光銷售組合的更大份額，這些高利潤產品的銷售可能推動美光在該期間實現超出預期的盈利表現。</p>

美光科技

<p>美光科技的股票上漲了 4.7%，這得益於有利的宏觀經濟和地緣政治發展，包括美聯儲可能降息以及以色列與伊朗衝突的停火。投資者對美光即將發佈的季度報告持樂觀態度，預計調整後的每股收益為 1.61 美元，銷售額為 88.5 億美元。分析師預測高帶寬內存產品將表現強勁，這可能會提升美光的收益，儘管預計 NAND 內存芯片的銷售將疲軟</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%) 股票在週二的交易中上漲。該記憶技術公司的股價在日內交易中上漲了 4.7%。與此同時，<strong>標準普爾 500 指數</strong>(^GSPC 1.11%) 上漲了 1.1%，<strong>納斯達克綜合指數</strong>(^IXIC 1.43%) 上漲了 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，因為宏觀經濟和地緣政治的發展指向了對投資者更有利的背景。圍繞公司明天季度報告的興奮情緒也可能對估值變動產生了影響。</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>圖片來源：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觀經濟和地緣政治前景而上漲</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>美聯儲主席傑羅姆·鮑威爾今天表示，中央銀行將繼續監測關税和通脹動態，然後再決定是否降息，但他也為下個月的降息留出了可能性。與美聯儲官員最近的其他評論一起，鮑威爾今天的聲明增強了投資者對下個月降息的希望，並推動了更廣泛市場的上漲。</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>投資者也對以色列和伊朗之間戰爭停火的宣佈感到寬慰。除了可能導致通脹上升的結果外，投資者還表現出對兩國軍事行動可能升級為更大沖突的擔憂，這將使市場不穩定。隨着停火的達成，美光和其他股票的估值得到了提升，因為買家變得不那麼規避風險。</p>
</div><h2>What's next for Micron?</h2>
<div class="lb-trans"><h2>美光的下一步是什麼？</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>在明天市場收盤後，美光將發佈其當前財政年度第三季度的業績，該季度於 5 月 30 日結束。華爾街分析師的平均估計預計該公司報告非公認會計原則（GAAP）調整後的每股收益為 1.61 美元，銷售額為 88.5 億美元。在美光的最後一次更新中，該公司預計調整後的每股收益將在 1.47 美元至 1.67 美元之間，銷售額將在 86 億美元至 90 億美元之間。</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>雖然預計該公司在其 NAND 記憶芯片的銷售相對疲軟，但分析師預計高帶寬內存（HBM）和其他 DRAM 解決方案的表現將強勁。隨着以 AI 為重點的 HBM 產品可能佔據美光銷售組合的更大份額，這些高利潤產品的銷售可能推動美光在該期間實現超出預期的盈利表現。</p>
</div>

Why Micron Stock Jumped Today

- Micron 股票在週二交易中上漲 4.7%。  
- 宏觀經濟和地緣政治因素改善，推動投資者信心。  
- 明天 Micron 將發佈第三季度財報，分析師預期每股收益為 $1.61。  

為什麼美光科技的股票今天上漲了