<p>目前值得關注的一隻人工智能（AI）股票是 <strong>美光科技</strong>（Micron Technology，MU 8.79%）。該公司為企業提供內存和存儲解決方案。雖然它看起來並不是一個明顯的 AI 投資，但其產品對於那些正在構建 AI 能力並需要升級基礎設施的公司來説是重要的組成部分。</p>
<p>由於最近 AI 驅動的需求，美光的業務一直在蓬勃發展。該公司在最近一個季度的表現遠超預期，其股價今年幾乎翻了一番。以 1830 億美元的市值來看，這似乎是一個相對估值適中的投資機會，尤其考慮到它所擁有的增長潛力。</p>
<p>美光會是現在最值得擁有的 AI 股票嗎？</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>圖片來源：Getty Images。</p>
<h2>美光的銷售和利潤在上個季度飆升</h2>
<p>在 9 月 23 日，美光發佈了截至 8 月 28 日的第四季度業績。這是該科技公司令人印象深刻的表現，收入總計 113 億美元，同比增長 46%，超出分析師預期的 112 億美元。調整後的每股收益為 3.03 美元，這一數字更為令人印象深刻，因為華爾街僅預期為 2.86 美元。</p>
<p>2025 財年是該業務的創紀錄年份，管理層仍然看到未來更大的增長。首席執行官 Sanjay Mehrotra 表示：“作為唯一一家美國本土的內存製造商，美光在即將到來的 AI 機遇中處於獨特的位置。” 對於當前季度，公司預計收入約為 125 億美元，這將比去年同期的 87 億美元增長 44%。</p>
<h2>股票還能漲多少？</h2>
<p>隨着美光今年的強勁反彈，股票現在交易於歷史最高點。提供存儲解決方案的科技公司今年都在上漲，而美光的漲幅實際上落後於 <strong>希捷科技</strong>（Seagate Technology）和 <strong>西部數據</strong>（Western Digital），後者今年上漲了約 160%。但由於市盈率較為適中，美光可能在未來成為更具吸引力的投資。</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 市盈率數據來源於 YCharts</p>
<p>分析師對該股票仍持樂觀態度，分析師共識目標價約為 185 美元，這意味着從當前交易價格來看，仍有約 12% 的上漲空間。</p>
<p>美光能否在長期內以更快的速度上漲，最終將取決於需求的強勁程度。根據 Fortune Business Insights 的分析師，動態隨機存取內存（DRAM）市場將以 6.9% 的年複合增長率增長，直到 2032 年。這是一個穩定的增長率，但可能不足以讓增長型投資者對該股票的潛力感到興奮，從而願意為其支付更高的溢價。</p>
<h2>你今天應該購買美光股票嗎？</h2>
<p>美光的業務表現非常出色，但最終很多因素取決於與 AI 相關的支出和投資。就在幾年前，情況對美光來説看起來更加嚴峻，銷售額在更糟糕的市場環境中下降了 40%。</p>
<p>考慮到其運營的波動性以及近期 AI 支出可能回落的潛在風險，我對今天投資美光持謹慎態度。該領域有許多競爭公司，這可能使得該業務在長期內難以以高速度增長其收益。然而，如果你願意承擔一些風險和不確定性，考慮到其強勁的業績和相對適中的估值，這仍然可能是現在值得購買的更好的 AI 股票之一。</p>

美光科技

<p>美光科技（MU）作為人工智能領域的關鍵參與者，正受到關注，提供重要的內存和存儲解決方案。該公司最近公佈了令人印象深刻的第四季度業績，收入達到 113 億美元，同比增長 46%，調整後的每股收益為 3.03 美元，超出預期。分析師們保持樂觀，普遍目標價為 185 美元，暗示有 12% 的上漲空間。然而，未來的增長取決於與人工智能相關的支出和市場競爭，使得投資成為一種經過深思熟慮的風險，儘管美光的表現強勁且估值適中</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>目前值得關注的一隻人工智能（AI）股票是 <strong>美光科技</strong>（Micron Technology，MU 8.79%）。該公司為企業提供內存和存儲解決方案。雖然它看起來並不是一個明顯的 AI 投資，但其產品對於那些正在構建 AI 能力並需要升級基礎設施的公司來説是重要的組成部分。</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>由於最近 AI 驅動的需求，美光的業務一直在蓬勃發展。該公司在最近一個季度的表現遠超預期，其股價今年幾乎翻了一番。以 1830 億美元的市值來看，這似乎是一個相對估值適中的投資機會，尤其考慮到它所擁有的增長潛力。</p>
</div><p>Could Micron be the best AI stock to own right now?</p>
<div class="lb-trans"><p>美光會是現在最值得擁有的 AI 股票嗎？</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>圖片來源：Getty Images。</p>
</div><h2>Micron's sales and profits soared last quarter</h2>
<div class="lb-trans"><h2>美光的銷售和利潤在上個季度飆升</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，美光發佈了截至 8 月 28 日的第四季度業績。這是該科技公司令人印象深刻的表現，收入總計 113 億美元，同比增長 46%，超出分析師預期的 112 億美元。調整後的每股收益為 3.03 美元，這一數字更為令人印象深刻，因為華爾街僅預期為 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 財年是該業務的創紀錄年份，管理層仍然看到未來更大的增長。首席執行官 Sanjay Mehrotra 表示：“作為唯一一家美國本土的內存製造商，美光在即將到來的 AI 機遇中處於獨特的位置。” 對於當前季度，公司預計收入約為 125 億美元，這將比去年同期的 87 億美元增長 44%。</p>
</div><h2>How much higher can the stock go?</h2>
<div class="lb-trans"><h2>股票還能漲多少？</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>隨着美光今年的強勁反彈，股票現在交易於歷史最高點。提供存儲解決方案的科技公司今年都在上漲，而美光的漲幅實際上落後於 <strong>希捷科技</strong>（Seagate Technology）和 <strong>西部數據</strong>（Western Digital），後者今年上漲了約 160%。但由於市盈率較為適中，美光可能在未來成為更具吸引力的投資。</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 市盈率數據來源於 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>分析師對該股票仍持樂觀態度，分析師共識目標價約為 185 美元，這意味着從當前交易價格來看，仍有約 12% 的上漲空間。</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>美光能否在長期內以更快的速度上漲，最終將取決於需求的強勁程度。根據 Fortune Business Insights 的分析師，動態隨機存取內存（DRAM）市場將以 6.9% 的年複合增長率增長，直到 2032 年。這是一個穩定的增長率，但可能不足以讓增長型投資者對該股票的潛力感到興奮，從而願意為其支付更高的溢價。</p>
</div><h2>Should you buy Micron stock today?</h2>
<div class="lb-trans"><h2>你今天應該購買美光股票嗎？</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>美光的業務表現非常出色，但最終很多因素取決於與 AI 相關的支出和投資。就在幾年前，情況對美光來説看起來更加嚴峻，銷售額在更糟糕的市場環境中下降了 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>考慮到其運營的波動性以及近期 AI 支出可能回落的潛在風險，我對今天投資美光持謹慎態度。該領域有許多競爭公司，這可能使得該業務在長期內難以以高速度增長其收益。然而，如果你願意承擔一些風險和不確定性，考慮到其強勁的業績和相對適中的估值，這仍然可能是現在值得購買的更好的 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 的第四季度收入為 113 億美元，同比增長 46%。  
- 公司 CEO 表示 Micron 在 AI 機會中獨特定位，預計未來增長。  
- 分析師目標價為 185 美元，暗示上漲空間約 12%。

在超出盈利預期後，美光科技是否是當前最熱門的人工智能（AI）股票？