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11-14 09:48

$VRT 20261120 220.0 CALL$ $VRT 20261120 220.0 CALL$

11-14 01:12

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Movement Alert｜BABA-W Falls 3.09% in Regular Trading, Sentiment Pressured by Chip Supply and Regulatory Concerns

11-13 00:39

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US Initial Jobless Claims for Week Ended Nov 7: 200,000 Vs 195,000 Expected

11-11

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The Case for Micron Stock Leaping 140%

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Even so, before sentiment stabilizes, the shares may remain pressured. This follows a sharp selloff in which the Hong Kong-listed stock had previously dropped nearly 7% and its US ADR fell more than 7%.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Movement Alert｜BABA-W Falls 3.09% in Regular Trading, Sentiment Pressured by Chip Supply and Regulatory Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMovement Alert｜BABA-W Falls 3.09% in Regular Trading, Sentiment Pressured by Chip Supply and Regulatory Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-11-13 13:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On November 13, BABA-W fell 3.09% in Regular Trading, trading at HK$90.85, with turnover of HK$6.923 billion.</p><p>The move was accompanied by continued market digestion of controversy tied to Megaspeed's procurement of advanced Nvidia chips and expectations that US lawmakers may further tighten semiconductor export restrictions toward China, factors that have kept near-term sentiment on BABA-W under pressure.</p><p>Recent market commentary indicated the impact may be overstated because Alibaba Cloud already has leading domestic computing capacity deployment, while its in-house T-Head chips could provide supplementary support. Even so, before sentiment stabilizes, the shares may remain pressured. This follows a sharp selloff in which the Hong Kong-listed stock had previously dropped nearly 7% and its US ADR fell more than 7%.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124387201","content_text":"On November 13, BABA-W fell 3.09% in Regular Trading, trading at HK$90.85, with turnover of HK$6.923 billion.The move was accompanied by continued market digestion of controversy tied to Megaspeed's procurement of advanced Nvidia chips and expectations that US lawmakers may further tighten semiconductor export restrictions toward China, factors that have kept near-term sentiment on BABA-W under pressure.Recent market commentary indicated the impact may be overstated because Alibaba Cloud already has leading domestic computing capacity deployment, while its in-house T-Head chips could provide supplementary support. Even so, before sentiment stabilizes, the shares may remain pressured. This follows a sharp selloff in which the Hong Kong-listed stock had previously dropped nearly 7% and its US ADR fell more than 7%.(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)","news_type":1,"symbols_score_info":{"09988":1}},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628564018582376,"gmtCreate":1794501594771,"gmtModify":1794502062410,"author":{"id":"4256055244305902","authorId":"4256055244305902","name":"Mylostylo","avatar":"https://community-static.tradeup.com/news/691a84afa2f027ef23c9a00a91f84e49","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4256055244305902","idStr":"4256055244305902"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628564018582376","repostId":"1124807339","repostType":2,"repost":{"id":"1124807339","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1794490326,"share":"https://ttm.financial/m/news/1124807339?lang=en_US&edition=fundamental","pubTime":"2026-11-12 21:32","market":"us","language":"en","title":"US Initial Jobless Claims for Week Ended Nov 7: 200,000 Vs 195,000 Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1124807339","media":"Tiger Newspress","summary":"US initial jobless claims for week ended Nov 7: 200,000 vs 195,000 expected; prior revised to 191,000 from 189,000.US four-week moving average of initial jobless claims for the week ended Nov. 7 was 195,250 claims; the prior reading was revised from 194,750 to 195,250.","content":"<html><head></head><body><p style=\"text-align: left;\">US initial jobless claims for week ended Nov 7: 200,000 vs 195,000 expected; prior revised to 191,000 from 189,000.</p><p style=\"text-align: left;\">US four-week moving average of initial jobless claims for the week ended Nov. 7 was 195,250 claims; the prior reading was revised from 194,750 to 195,250.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Initial Jobless Claims for Week Ended Nov 7: 200,000 Vs 195,000 Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Initial Jobless Claims for Week Ended Nov 7: 200,000 Vs 195,000 Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-11-12 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">US initial jobless claims for week ended Nov 7: 200,000 vs 195,000 expected; prior revised to 191,000 from 189,000.</p><p style=\"text-align: left;\">US four-week moving average of initial jobless claims for the week ended Nov. 7 was 195,250 claims; the prior reading was revised from 194,750 to 195,250.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124807339","content_text":"US initial jobless claims for week ended Nov 7: 200,000 vs 195,000 expected; prior revised to 191,000 from 189,000.US four-week moving average of initial jobless claims for the week ended Nov. 7 was 195,250 claims; the prior reading was revised from 194,750 to 195,250.","news_type":1,"symbols_score_info":{"YMmain":2,"ESmain":2,"NQmain":2}},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":627978160255776,"gmtCreate":1794337915249,"gmtModify":1794357850256,"author":{"id":"4256055244305902","authorId":"4256055244305902","name":"Mylostylo","avatar":"https://community-static.tradeup.com/news/691a84afa2f027ef23c9a00a91f84e49","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4256055244305902","idStr":"4256055244305902"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627978160255776","repostId":"2682948443","repostType":2,"repost":{"id":"2682948443","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1794311280,"share":"https://ttm.financial/m/news/2682948443?lang=en_US&edition=fundamental","pubTime":"2026-11-10 19:48","market":"us","language":"en","title":"The Case for Micron Stock Leaping 140%","url":"https://stock-news.laohu8.com/highlight/detail?id=2682948443","media":"Dow Jones","summary":"Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.The shares were down 1.3% at $7","content":"<html><head></head><body><p style=\"text-align: left;\">Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: left;\">Vinh reiterated a price target of $1,750 in a research note Monday, implying a nearly 140% gain from current levels.</p><p style=\"text-align: left;\">That&#39;s an ambitious call for a stock that has dropped 23% in the past month. As Barron&#39;s has previously covered, the slide has mostly been due to fears that Democrat victories in midterm elections will slow construction of artificial-intelligence data centers, and therefore hit demand for memory in AI servers.</p><p style=\"text-align: left;\">But Vinh argues the latest figures tracking the growth of cloud-computing bode well for Micron and other chip stocks, with October numbers showing 2% growth month-on-month and 12% growth from the same period the prior year. The numbers show a &#34;return to strong traditional server growth,&#34; according to the analyst.</p><p style=\"text-align: left;\">Vinh has been a consistent fan of Micron. Last month he called it one of his favorite ideas in the semiconductor sector. At that time he noted prices for dynamic random-access memory (DRAM) in the fourth quarter were expected to rise by between 15% and 20% from the previous quarter and Alphabet&#39;s Google was looking at extending long-term memory-supply agreements through to 2035.</p><p style=\"text-align: left;\">The KeyBanc analyst gets his price target by applying a price-to-earnings multiple of six times his estimate for Micron&#39;s fiscal 2028 earnings. He noted Micron is currently trading at a PE multiple of just four times the consensus forecast for fiscal 2027, compared with a three-year median average of nine times.</p><p style=\"text-align: left;\">Skeptics of the sector argue that memory companies shouldn&#39;t be valued on PE ratios as they inevitably look cheap at the peak of their cyclical earnings. But Vinh and other optimists argue the AI boom is set to prolong Micron&#39;s strong earnings for at least another 18 months, meaning the stock is just too cheap to ignore.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Case for Micron Stock Leaping 140%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Case for Micron Stock Leaping 140%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-11-10 19:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: left;\">Vinh reiterated a price target of $1,750 in a research note Monday, implying a nearly 140% gain from current levels.</p><p style=\"text-align: left;\">That&#39;s an ambitious call for a stock that has dropped 23% in the past month. As Barron&#39;s has previously covered, the slide has mostly been due to fears that Democrat victories in midterm elections will slow construction of artificial-intelligence data centers, and therefore hit demand for memory in AI servers.</p><p style=\"text-align: left;\">But Vinh argues the latest figures tracking the growth of cloud-computing bode well for Micron and other chip stocks, with October numbers showing 2% growth month-on-month and 12% growth from the same period the prior year. The numbers show a &#34;return to strong traditional server growth,&#34; according to the analyst.</p><p style=\"text-align: left;\">Vinh has been a consistent fan of Micron. Last month he called it one of his favorite ideas in the semiconductor sector. At that time he noted prices for dynamic random-access memory (DRAM) in the fourth quarter were expected to rise by between 15% and 20% from the previous quarter and Alphabet&#39;s Google was looking at extending long-term memory-supply agreements through to 2035.</p><p style=\"text-align: left;\">The KeyBanc analyst gets his price target by applying a price-to-earnings multiple of six times his estimate for Micron&#39;s fiscal 2028 earnings. He noted Micron is currently trading at a PE multiple of just four times the consensus forecast for fiscal 2027, compared with a three-year median average of nine times.</p><p style=\"text-align: left;\">Skeptics of the sector argue that memory companies shouldn&#39;t be valued on PE ratios as they inevitably look cheap at the peak of their cyclical earnings. But Vinh and other optimists argue the AI boom is set to prolong Micron&#39;s strong earnings for at least another 18 months, meaning the stock is just too cheap to ignore.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU0079474960.USD":"联博美国增长基金A","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","XNTK":"SPDR NYSE Technology ETF","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","XLK":"高科技指数ETF-SPDR","FDTX":"Fidelity Disruptive Technology ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - 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VL \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682948443","content_text":"Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.Vinh reiterated a price target of $1,750 in a research note Monday, implying a nearly 140% gain from current levels.That's an ambitious call for a stock that has dropped 23% in the past month. As Barron's has previously covered, the slide has mostly been due to fears that Democrat victories in midterm elections will slow construction of artificial-intelligence data centers, and therefore hit demand for memory in AI servers.But Vinh argues the latest figures tracking the growth of cloud-computing bode well for Micron and other chip stocks, with October numbers showing 2% growth month-on-month and 12% growth from the same period the prior year. The numbers show a \"return to strong traditional server growth,\" according to the analyst.Vinh has been a consistent fan of Micron. Last month he called it one of his favorite ideas in the semiconductor sector. At that time he noted prices for dynamic random-access memory (DRAM) in the fourth quarter were expected to rise by between 15% and 20% from the previous quarter and Alphabet's Google was looking at extending long-term memory-supply agreements through to 2035.The KeyBanc analyst gets his price target by applying a price-to-earnings multiple of six times his estimate for Micron's fiscal 2028 earnings. He noted Micron is currently trading at a PE multiple of just four times the consensus forecast for fiscal 2027, compared with a three-year median average of nine times.Skeptics of the sector argue that memory companies shouldn't be valued on PE ratios as they inevitably look cheap at the peak of their cyclical earnings. But Vinh and other optimists argue the AI boom is set to prolong Micron's strong earnings for at least another 18 months, meaning the stock is just too cheap to ignore.","news_type":1,"symbols_score_info":{"FAI":0.6,"BOBP":0.6,"TRFK":0.6,"AIS":0.6,"AIQ":0.6,"CHAT":0.6,"XNTK":0.6,"MUD":0.6,"LEGR":0.6,"FXL":0.6,"RULE":0.6,"USXF":0.6,"MUU":0.6,"PTF":0.6,"XLK":0.6,"ARTY":0.6,"EGGY":0.6,"AIFD":0.6,"MULL":0.6,"VGT":0.6,"FDTX":0.6,"CGGO":0.6,"SMU00main":0.6,"HBMX":0.6,"WUGI":0.6,"DRMY":0.6,"MUG":0.6,"IXN":0.6,"CHPX":0.6,"MUZ":0.6,"SHOC":0.6,"FTEC":0.6,"DISK":0.6,"WLDR":0.6,"MIC":0.6,"BAI":0.6,"MU":1.98,"JGRO":0.6,"MUYY":0.6,"TTXU":0.6,"EFIV":0.6,"IETC":0.6,"EMSF":0.6}},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":629052806865952,"gmtCreate":1794620930561,"gmtModify":1794624221039,"author":{"id":"4256055244305902","authorId":"4256055244305902","name":"Mylostylo","avatar":"https://community-static.tradeup.com/news/691a84afa2f027ef23c9a00a91f84e49","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4256055244305902","idStr":"4256055244305902"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/VRT 20261120 220.0 CALL\">$VRT 20261120 220.0 CALL$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/OPT/VRT 20261120 220.0 CALL\">$VRT 20261120 220.0 CALL$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/VRT 20261120 220.0 CALL\">$VRT 20261120 220.0 CALL$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/OPT/VRT 20261120 220.0 CALL\">$VRT 20261120 220.0 CALL$&nbsp;</a>&nbsp;","text":"$VRT 20261120 220.0 CALL$ $VRT 20261120 220.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/aefab6748b7c337c0b0fe66a9c3c56fa","width":"828","height":"12133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629052806865952","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":628564018582376,"gmtCreate":1794501594771,"gmtModify":1794502062410,"author":{"id":"4256055244305902","authorId":"4256055244305902","name":"Mylostylo","avatar":"https://community-static.tradeup.com/news/691a84afa2f027ef23c9a00a91f84e49","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4256055244305902","idStr":"4256055244305902"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628564018582376","repostId":"1124807339","repostType":2,"repost":{"id":"1124807339","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1794490326,"share":"https://ttm.financial/m/news/1124807339?lang=en_US&edition=fundamental","pubTime":"2026-11-12 21:32","market":"us","language":"en","title":"US Initial Jobless Claims for Week Ended Nov 7: 200,000 Vs 195,000 Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1124807339","media":"Tiger Newspress","summary":"US initial jobless claims for week ended Nov 7: 200,000 vs 195,000 expected; prior revised to 191,000 from 189,000.US four-week moving average of initial jobless claims for the week ended Nov. 7 was 195,250 claims; the prior reading was revised from 194,750 to 195,250.","content":"<html><head></head><body><p style=\"text-align: left;\">US initial jobless claims for week ended Nov 7: 200,000 vs 195,000 expected; prior revised to 191,000 from 189,000.</p><p style=\"text-align: left;\">US four-week moving average of initial jobless claims for the week ended Nov. 7 was 195,250 claims; the prior reading was revised from 194,750 to 195,250.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Initial Jobless Claims for Week Ended Nov 7: 200,000 Vs 195,000 Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Initial Jobless Claims for Week Ended Nov 7: 200,000 Vs 195,000 Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-11-12 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">US initial jobless claims for week ended Nov 7: 200,000 vs 195,000 expected; prior revised to 191,000 from 189,000.</p><p style=\"text-align: left;\">US four-week moving average of initial jobless claims for the week ended Nov. 7 was 195,250 claims; the prior reading was revised from 194,750 to 195,250.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124807339","content_text":"US initial jobless claims for week ended Nov 7: 200,000 vs 195,000 expected; prior revised to 191,000 from 189,000.US four-week moving average of initial jobless claims for the week ended Nov. 7 was 195,250 claims; the prior reading was revised from 194,750 to 195,250.","news_type":1,"symbols_score_info":{"YMmain":2,"ESmain":2,"NQmain":2}},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628925540320128,"gmtCreate":1794589956878,"gmtModify":1794590438348,"author":{"id":"4256055244305902","authorId":"4256055244305902","name":"Mylostylo","avatar":"https://community-static.tradeup.com/news/691a84afa2f027ef23c9a00a91f84e49","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4256055244305902","idStr":"4256055244305902"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628925540320128","repostId":"1124387201","repostType":2,"repost":{"id":"1124387201","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Market Focus","id":"1054767329","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1794548355,"share":"https://ttm.financial/m/news/1124387201?lang=en_US&edition=fundamental","pubTime":"2026-11-13 13:39","market":"us","language":"en","title":"Movement Alert｜BABA-W Falls 3.09% in Regular Trading, Sentiment Pressured by Chip Supply and Regulatory Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1124387201","media":"Market Focus","summary":"On November 13, BABA-W fell 3.09% in Regular Trading, trading at HK$90.85, with turnover of HK$6.923 billion.The move was accompanied by continued market digestion of controversy tied to Megaspeed's...","content":"<p><p>On November 13, BABA-W fell 3.09% in Regular Trading, trading at HK$90.85, with turnover of HK$6.923 billion.</p><p>The move was accompanied by continued market digestion of controversy tied to Megaspeed's procurement of advanced Nvidia chips and expectations that US lawmakers may further tighten semiconductor export restrictions toward China, factors that have kept near-term sentiment on BABA-W under pressure.</p><p>Recent market commentary indicated the impact may be overstated because Alibaba Cloud already has leading domestic computing capacity deployment, while its in-house T-Head chips could provide supplementary support. Even so, before sentiment stabilizes, the shares may remain pressured. This follows a sharp selloff in which the Hong Kong-listed stock had previously dropped nearly 7% and its US ADR fell more than 7%.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Movement Alert｜BABA-W Falls 3.09% in Regular Trading, Sentiment Pressured by Chip Supply and Regulatory Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMovement Alert｜BABA-W Falls 3.09% in Regular Trading, Sentiment Pressured by Chip Supply and Regulatory Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-11-13 13:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On November 13, BABA-W fell 3.09% in Regular Trading, trading at HK$90.85, with turnover of HK$6.923 billion.</p><p>The move was accompanied by continued market digestion of controversy tied to Megaspeed's procurement of advanced Nvidia chips and expectations that US lawmakers may further tighten semiconductor export restrictions toward China, factors that have kept near-term sentiment on BABA-W under pressure.</p><p>Recent market commentary indicated the impact may be overstated because Alibaba Cloud already has leading domestic computing capacity deployment, while its in-house T-Head chips could provide supplementary support. Even so, before sentiment stabilizes, the shares may remain pressured. This follows a sharp selloff in which the Hong Kong-listed stock had previously dropped nearly 7% and its US ADR fell more than 7%.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124387201","content_text":"On November 13, BABA-W fell 3.09% in Regular Trading, trading at HK$90.85, with turnover of HK$6.923 billion.The move was accompanied by continued market digestion of controversy tied to Megaspeed's procurement of advanced Nvidia chips and expectations that US lawmakers may further tighten semiconductor export restrictions toward China, factors that have kept near-term sentiment on BABA-W under pressure.Recent market commentary indicated the impact may be overstated because Alibaba Cloud already has leading domestic computing capacity deployment, while its in-house T-Head chips could provide supplementary support. Even so, before sentiment stabilizes, the shares may remain pressured. This follows a sharp selloff in which the Hong Kong-listed stock had previously dropped nearly 7% and its US ADR fell more than 7%.(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)","news_type":1,"symbols_score_info":{"09988":1}},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":627978160255776,"gmtCreate":1794337915249,"gmtModify":1794357850256,"author":{"id":"4256055244305902","authorId":"4256055244305902","name":"Mylostylo","avatar":"https://community-static.tradeup.com/news/691a84afa2f027ef23c9a00a91f84e49","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4256055244305902","idStr":"4256055244305902"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627978160255776","repostId":"2682948443","repostType":2,"repost":{"id":"2682948443","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1794311280,"share":"https://ttm.financial/m/news/2682948443?lang=en_US&edition=fundamental","pubTime":"2026-11-10 19:48","market":"us","language":"en","title":"The Case for Micron Stock Leaping 140%","url":"https://stock-news.laohu8.com/highlight/detail?id=2682948443","media":"Dow Jones","summary":"Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.The shares were down 1.3% at $7","content":"<html><head></head><body><p style=\"text-align: left;\">Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: left;\">Vinh reiterated a price target of $1,750 in a research note Monday, implying a nearly 140% gain from current levels.</p><p style=\"text-align: left;\">That&#39;s an ambitious call for a stock that has dropped 23% in the past month. As Barron&#39;s has previously covered, the slide has mostly been due to fears that Democrat victories in midterm elections will slow construction of artificial-intelligence data centers, and therefore hit demand for memory in AI servers.</p><p style=\"text-align: left;\">But Vinh argues the latest figures tracking the growth of cloud-computing bode well for Micron and other chip stocks, with October numbers showing 2% growth month-on-month and 12% growth from the same period the prior year. The numbers show a &#34;return to strong traditional server growth,&#34; according to the analyst.</p><p style=\"text-align: left;\">Vinh has been a consistent fan of Micron. Last month he called it one of his favorite ideas in the semiconductor sector. At that time he noted prices for dynamic random-access memory (DRAM) in the fourth quarter were expected to rise by between 15% and 20% from the previous quarter and Alphabet&#39;s Google was looking at extending long-term memory-supply agreements through to 2035.</p><p style=\"text-align: left;\">The KeyBanc analyst gets his price target by applying a price-to-earnings multiple of six times his estimate for Micron&#39;s fiscal 2028 earnings. He noted Micron is currently trading at a PE multiple of just four times the consensus forecast for fiscal 2027, compared with a three-year median average of nine times.</p><p style=\"text-align: left;\">Skeptics of the sector argue that memory companies shouldn&#39;t be valued on PE ratios as they inevitably look cheap at the peak of their cyclical earnings. But Vinh and other optimists argue the AI boom is set to prolong Micron&#39;s strong earnings for at least another 18 months, meaning the stock is just too cheap to ignore.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Case for Micron Stock Leaping 140%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Case for Micron Stock Leaping 140%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-11-10 19:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: left;\">Vinh reiterated a price target of $1,750 in a research note Monday, implying a nearly 140% gain from current levels.</p><p style=\"text-align: left;\">That&#39;s an ambitious call for a stock that has dropped 23% in the past month. As Barron&#39;s has previously covered, the slide has mostly been due to fears that Democrat victories in midterm elections will slow construction of artificial-intelligence data centers, and therefore hit demand for memory in AI servers.</p><p style=\"text-align: left;\">But Vinh argues the latest figures tracking the growth of cloud-computing bode well for Micron and other chip stocks, with October numbers showing 2% growth month-on-month and 12% growth from the same period the prior year. The numbers show a &#34;return to strong traditional server growth,&#34; according to the analyst.</p><p style=\"text-align: left;\">Vinh has been a consistent fan of Micron. Last month he called it one of his favorite ideas in the semiconductor sector. At that time he noted prices for dynamic random-access memory (DRAM) in the fourth quarter were expected to rise by between 15% and 20% from the previous quarter and Alphabet&#39;s Google was looking at extending long-term memory-supply agreements through to 2035.</p><p style=\"text-align: left;\">The KeyBanc analyst gets his price target by applying a price-to-earnings multiple of six times his estimate for Micron&#39;s fiscal 2028 earnings. He noted Micron is currently trading at a PE multiple of just four times the consensus forecast for fiscal 2027, compared with a three-year median average of nine times.</p><p style=\"text-align: left;\">Skeptics of the sector argue that memory companies shouldn&#39;t be valued on PE ratios as they inevitably look cheap at the peak of their cyclical earnings. But Vinh and other optimists argue the AI boom is set to prolong Micron&#39;s strong earnings for at least another 18 months, meaning the stock is just too cheap to ignore.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU0079474960.USD":"联博美国增长基金A","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","XNTK":"SPDR NYSE Technology ETF","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","XLK":"高科技指数ETF-SPDR","FDTX":"Fidelity Disruptive Technology ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - 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VL \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682948443","content_text":"Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.Vinh reiterated a price target of $1,750 in a research note Monday, implying a nearly 140% gain from current levels.That's an ambitious call for a stock that has dropped 23% in the past month. As Barron's has previously covered, the slide has mostly been due to fears that Democrat victories in midterm elections will slow construction of artificial-intelligence data centers, and therefore hit demand for memory in AI servers.But Vinh argues the latest figures tracking the growth of cloud-computing bode well for Micron and other chip stocks, with October numbers showing 2% growth month-on-month and 12% growth from the same period the prior year. The numbers show a \"return to strong traditional server growth,\" according to the analyst.Vinh has been a consistent fan of Micron. Last month he called it one of his favorite ideas in the semiconductor sector. At that time he noted prices for dynamic random-access memory (DRAM) in the fourth quarter were expected to rise by between 15% and 20% from the previous quarter and Alphabet's Google was looking at extending long-term memory-supply agreements through to 2035.The KeyBanc analyst gets his price target by applying a price-to-earnings multiple of six times his estimate for Micron's fiscal 2028 earnings. He noted Micron is currently trading at a PE multiple of just four times the consensus forecast for fiscal 2027, compared with a three-year median average of nine times.Skeptics of the sector argue that memory companies shouldn't be valued on PE ratios as they inevitably look cheap at the peak of their cyclical earnings. But Vinh and other optimists argue the AI boom is set to prolong Micron's strong earnings for at least another 18 months, meaning the stock is just too cheap to ignore.","news_type":1,"symbols_score_info":{"FAI":0.6,"BOBP":0.6,"TRFK":0.6,"AIS":0.6,"AIQ":0.6,"CHAT":0.6,"XNTK":0.6,"MUD":0.6,"LEGR":0.6,"FXL":0.6,"RULE":0.6,"USXF":0.6,"MUU":0.6,"PTF":0.6,"XLK":0.6,"ARTY":0.6,"EGGY":0.6,"AIFD":0.6,"MULL":0.6,"VGT":0.6,"FDTX":0.6,"CGGO":0.6,"SMU00main":0.6,"HBMX":0.6,"WUGI":0.6,"DRMY":0.6,"MUG":0.6,"IXN":0.6,"CHPX":0.6,"MUZ":0.6,"SHOC":0.6,"FTEC":0.6,"DISK":0.6,"WLDR":0.6,"MIC":0.6,"BAI":0.6,"MU":1.98,"JGRO":0.6,"MUYY":0.6,"TTXU":0.6,"EFIV":0.6,"IETC":0.6,"EMSF":0.6}},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}