美股详情

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美光科技

357.22

+1.760.50%

盘后：352.45-4.7700-1.34%19:59 EDT

成交量：4,580.67万

成交额：165.23亿

市值：4,020.54亿

市盈率：16.80

高：368.70

开：359.86

低：354.06

收：355.46

52周最高：471.34

52周最低：61.54

股本：11.26亿

流通股本：11.15亿

量比：0.84

换手率：4.11%

股息：0.46

股息率：0.13%

每股收益(TTM):21.26

每股收益(LYR):7.59

净资产收益率：39.82%

总资产收益率：20.15%

市净率：5.55

市盈率(LYR):47.06

数据加载中...

总览公司新闻资讯公告

美光科技盘前涨超1% 宏碁董事长表示记忆体缺货至少持续到今年中

洞见 | 全球半导体，最新展望

2000亿投入存储芯片！美光科技大手笔扩产

不联网的AI，杀疯了...

思哲与创富

半导体行业周报 | AI算力引爆万亿美元赛道，全球并购狂潮重塑产业版图

数智芯视角

三星电子2025Q4重夺全球DRAM内存市占第一

美股异动丨芯片股盘前走低台积电跌超1%

SK海力士董事长：将扩大AI内存芯片产能以应对需求激增

今年内存利润可能突破1000亿美元 SK海力士还诉苦

【2月23日】辉达、OpenAI千亿合作缩水，记忆体荒持续加剧

HBM售罄！内存“涨潮”席卷全年

半导体新知道

彻底疯了！存储巨头摊牌：所有客户需求都无法满足，2026年价格一路涨

全球内存供需深度报告

商业矩阵步行路

存储行业全面转向卖方市场：SK海力士称今年客户需求难获全满足

ITBEAR科技资讯

全球AI企业遭遇内存芯片短缺瓶颈

为什么现在是德国半导体制造厂的最佳时机？

半导体产业纵横

美股成交额TOP20｜谷歌A大涨4%，加码开拓AI芯片市场；存储概念集体走强！闪迪涨超4%，美光科技涨超2%

环球市场播报

部分存储概念再掀升势，闪迪盘初涨近4%，美光涨超2%

老虎资讯综合

美光科技盘中异动股价大涨3.14%

三星、SK海力士和美光疯狂建厂扩产内存，但都与消费者业务无关

ITheat热点科技

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14:42","pubTimestamp":1771828953,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，SK海力士母公司SK集团会长崔泰源承诺，将扩大AI内存芯片的产能，以满足全球数据中心建设带来的需求激增。虽然崔泰源没有具体说明其芯片公司的扩张规模，但SK海力士在1月份表示，2026年的资本支出将较去年大幅增加，以满足对HBM芯片的需求。SK海力士2026年的全部内存芯片产能均已售罄，美光科技的HBM产品同样如此。他表示，SK集团目前正在探索在AI数据中心旁边建设发电厂，因为无法满足能源需求可能是\"灾难性的\"。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223144603a71520bd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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06:30","pubTimestamp":1771799441,"startTime":"0","endTime":"0","summary":"近日，SK海力士在虚拟投资者会议上表示，受人工智能客户强劲需求与供应增长有限的共同推动，预计存储芯片价格将在2026年全年持续上涨。更关键的是，作为供应方的SK海力士自身库存已极其单薄，其DRAM和NAND库存均仅维持在约4周的正常水平，且预计全年将继续下降。备受瞩目的HBM情况尤为严峻。SK海力士明确表示，2026年的HBM产能已全部售罄，生产计划分配完毕，且很难在今年内为HBM和紧缺的标准型DRAM进行产线调整。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022306444497a6ace3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:38","pubTimestamp":1771720726,"startTime":"0","endTime":"0","summary":"2月21日，第一财经独家援引SK海力士在高盛虚拟投资者会议上的重磅表态，直接引爆整个半导体产业链：全球存储正式进入绝对卖方市场，今年没有任何一家客户的需求能被完全满足，价格上涨已成定局。市场研究机构数据显示，2026年第一季度，服务器端64GB DDR5价格环比暴涨99%，1TB NAND闪存价格直接翻倍，消费级内存价格涨幅同样突破90%。SK海力士“所有客户需求都无法满足”的表态，不是傲慢，而是行业现状的真实写照。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260222085406a4bab20a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:55","pubTimestamp":1771682100,"startTime":"0","endTime":"0","summary":"在近日一场面向投资者的虚拟会议上，全球存储芯片巨头SK海力士向市场传递出重要信号：当前存储行业已彻底转向卖方主导格局。据会议披露，SK海力士当前DRAM与NAND闪存的库存周转周期已压缩至4周左右，创下历史新低。产业链动态显示，下游企业正积极寻求长期供应保障。驱动行业变革的核心力量来自AI算力需求的指数级增长。市场监测数据显示，DDR5内存颗粒的现货价格较年初上涨17%，企业级SSD合约价季度涨幅突破12%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221221133a4b98fee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:11","pubTimestamp":1771672262,"startTime":"0","endTime":"0","summary":"人工智能企业正面临全球性内存芯片供应紧张局面，成本上涨、交付延迟已导致部分消费电子厂商调高产品售价。全球内存芯片生产由三星、美光和SK海力士三家企业主导。它们在满足AI超大规模企业对高带宽内存芯片需求的同时，还需保障传统电子产品客户的长期订单，承压显著。英特尔CEO陈立武警告，AI发展瓶颈已从算力转向内存及更广泛基础设施系统，该短缺问题预计持续至2028年之前。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221191711a7101db0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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06:41","pubTimestamp":1771627260,"startTime":"0","endTime":"0","summary":"周五美股成交额第1名$英伟达$收高1.02%，成交334.21亿美元。周五一名联邦法官驳回了特斯拉的请求，维持针对该公司一起 2019 年致命车祸的2.43 亿美元判决。最新消息显示，美国科技巨头Meta Platforms已连续第二年削减大多数员工的股权激励。该股本周累计下跌7.5%，今年迄今已下跌超过23%。在过去12个月中，该股大幅上涨了142.85%，反映出尽管近期有所回调，但表现趋势依然强劲。","market":"sg","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b2e134d465d9926068ae577494859cce","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-21/doc-inhnpipx9502800.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["MU","GOOGL","SNDK"],"gpt_icon":1},{"id":"1123033330","title":"部分存储概念再掀升势，闪迪盘初涨近4%，美光涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123033330","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123033330?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 22:52","pubTimestamp":1771599161,"startTime":"0","endTime":"0","summary":"西部数据涨近2%。","market":"us","thumbnail":"https://static.tigerbbs.com/a524385ab27392fd5f52a32e6a557b9c","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a524385ab27392fd5f52a32e6a557b9c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["STX","WDC","SNDK","MU"],"gpt_icon":0},{"id":"2612986352","title":"美光科技盘中异动 股价大涨3.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612986352","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612986352?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 22:46","pubTimestamp":1771598791,"startTime":"0","endTime":"0","summary":"北京时间2026年02月20日22时46分，美光科技股票出现异动，股价大幅拉升3.14%。截至发稿，该股报430.46美元/股，成交量545.678万股，换手率0.48%，振幅3.52%。美光科技股票所在的半导体行业中，整体涨幅为0.72%。美光科技公司简介：美光是全球最大的半导体公司之一，专注于内存和存储芯片。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220224631954187c0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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