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美股
详情
本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务
美光科技
76.79
+3.86
5.29%
成交量:
1,360.58万
成交额:
10.28亿
市值:
858.18亿
市盈率:
18.51
高:
76.89
开:
74.57
低:
73.60
收:
72.93
数据加载中...
总览
公司
新闻
公告
BUZZ-微米落在保守的毛利率预测上
路透中文
·
03-21
美光科技盘前由升转跌3.5% 第三财季业绩指引超预期
金吾财讯
·
03-21
BUZZ-券商观点:在芯片需求稳定增长的推动下,Micron将在2025年实现增长
路透中文
·
03-21
美光仍是赢家,但需警惕 NAND 风险
美股研究社
·
03-21
花旗:将美光科技(MU.O)目标价从150美元下调至120美元。
美港电讯
·
03-21
CPI数据提振银行股走高 日本东证指数升至7月以来新高
美港电讯
·
03-21
业绩炸裂,股价不为所动,存储巨头美光怎么了?
财经自媒体
·
03-21
期权大单 | 美光成交放量获看涨35%,CALL单高价布局拼多多
老虎资讯综合
·
03-21
美光科技第二财季营收增长38%,科创芯片ETF交投活跃,华海清科涨超1%
21世纪经济报道
·
03-21
美光公布强劲财报 2025年HBM芯片产能已售罄
金融界
·
03-21
美光2025财年第二季度营收80.5亿美元 同比增长38%,预计Q3维持80亿美元左右
IT之家
·
03-21
A股盘前播报 | 国办发文促进中医药产业高质量发展 美光最新业绩超预期
智通财经网
·
03-21
美光科技2025财年Q2业绩亮眼,营收同比增长38.22%
DoNews
·
03-21
美股夜盘|业绩表现疲软!耐克跌近5%,联邦快递跌超5%,Quantum Computing大跌逾12%
老虎资讯综合
·
03-21
AI基建热潮如火如荼 存储需求井喷式扩张! 美光(MU.US)数据中心营收翻三倍
智通财经
·
03-21
美光科技第二财季经调整营收 80.5 亿美元 高于市场预期
DoNews
·
03-21
昨夜今晨|黄仁勋惊讶言论带崩量子计算股;AI需求依然强劲!美光业绩表现亮眼
老虎資訊
·
03-21
美光科技第三财季营收指引好于预期,美股盘后股价涨超4%
每日经济新闻
·
03-21
美光科技本财季营收展望强劲 受人工智能产品需求推动
新浪财经
·
03-21
AI需求依然强劲!美光Q2数据中心收入涨三倍,Q3指引大超预期
华尔街见闻
·
03-21
更多
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18:25","pubTimestamp":1742552722,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["LU0889566641.SGD","LU0162691827.USD","IE00B19Z3581.USD","LU1201861249.SGD","IE00BSNM7G36.USD","LU2286300806.USD","BK4543","BK4527","LU0072461881.USD","LU0719512351.SGD","LU2360032135.SGD","LU1366333091.USD","LU2125154935.USD","LU2211815571.USD","BK4534","LU2125154778.USD","LU0127658192.USD","LU0157215616.USD","BK4588","LU0056508442.USD","LU0081259029.USD","LU0130517989.USD","BK4579","LU0170899867.USD","LU1668664300.SGD","IE00B19Z3B42.SGD","BK4504","LU0082616367.USD","BK4585","LU0477156953.USD","LU2417539215.USD","LU0106831901.USD","LU0128525689.USD","LU2456880835.USD","BK4553","LU0310800965.SGD","IE0002270589.USD","LU0130102774.USD","IE00B7SZLL34.SGD","BK4605","MU","BK4566","LU1366192091.USD","LU0052756011.USD","LU2360106780.USD","BK4533","BK4532","LU2250418816.HKD","LU0098860793.USD","LU0648001328.SGD"],"gpt_icon":0},{"id":"2521421981","title":"CPI数据提振银行股走高 日本东证指数升至7月以来新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2521421981","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521421981?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 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14:53","pubTimestamp":1742539980,"startTime":"0","endTime":"0","summary":"昨日,美股盘后,存储巨头美光公布了2025财年二季报,对应截止今年2月27日的三个月成绩单。预计到明年,HBM的需求都十分旺盛,美光已经在与客户商讨供货协议。移动业务在二季度营收同比下滑33%,主要是手机厂去库存,目前库存去化进入尾声,预计第三财季的出货量将恢复增长,美光预计2025年智能手机出货量低个位数增长。总的来说,美光二季报业绩靓丽,但财报发布后,盘后股价仅上涨1%,反应平淡: $美光科技$为什么会这样?","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-03-21/doc-ineqkzhn2883973.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4533","LU0127658192.USD","BK4605","LU1267930813.SGD","BK4585","IE0002270589.USD","LU0082616367.USD","LU2048586759.USD","LU1366333091.USD","LU0081259029.USD","LU0056508442.USD","BK4588","LU0889566641.SGD","IE00B19Z3581.USD","LU2211815571.USD","MU","LU2360106780.USD","GB00BDT5M118.USD","BK4553","BK4554","LU2286300806.USD","BK4532","LU1852331112.SGD","LU1316542783.SGD","BK4141","BK4575","BK4527","LU2250418816.HKD","IE00B7SZLL34.SGD","BK4543","BK4579","IE00B19Z3B42.SGD","LU0157215616.USD","BK4512","LU0642271901.SGD","LU0719512351.SGD","BK4566","LU0792757196.USD"],"gpt_icon":1},{"id":"1136655672","title":"期权大单 | 美光成交放量获看涨35%,CALL单高价布局拼多多","url":"https://stock-news.laohu8.com/highlight/detail?id=1136655672","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136655672?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 14:48","pubTimestamp":1742539715,"startTime":"0","endTime":"0","summary":"周四美股期权市场成交48,711,611张合约。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PDD","MU"],"gpt_icon":0},{"id":"2521452994","title":"美光科技第二财季营收增长38%,科创芯片ETF交投活跃,华海清科涨超1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2521452994","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521452994?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 10:15","pubTimestamp":1742523328,"startTime":"0","endTime":"0","summary":"3月21日,三大指数低开回升,上证科创板芯片指数震荡;成分股方面,华海清科涨超1%,芯源微、拓荆科技、富创精密等跟涨。相关ETF方面,科创芯片ETF先跌逾1%,开盘30分钟成交额接近4亿元,暂居同标的产品第一。该公司第二财季营收为80.5亿美元,上年同期为58.2亿美元,同比增长38%;GAAP净利润为15.8亿美元,上年同期为7.93亿美元。该公司预计第三财季营收为88亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032110510994bbe6b5&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032110510994bbe6b5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688120","MU","588200"],"gpt_icon":0},{"id":"2521541077","title":"美光公布强劲财报 2025年HBM芯片产能已售罄","url":"https://stock-news.laohu8.com/highlight/detail?id=2521541077","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521541077?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 09:59","pubTimestamp":1742522387,"startTime":"0","endTime":"0","summary":"美东时间周四,美光科技公布了第二财季财报。美光科技股价在盘后交易中一度上涨超4%。截至发稿,美光科技盘后股价涨幅收窄至1.36%。数据表明,全球市场对人工智能的需求大大提振了对美光HBM芯片的需求。美光首席商务官Sumit Sadana表示:“随着我们继续扩大HBM产能和市场份额,整个2025年将继续实现连续增长。”他补充说,该公司2025自然年的所有的HBM芯片都已售罄。美光预计,未来数据中心和消费者市场对DRAM和NAND的需求都将增长。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2025/03/21095948919789.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["MU","159813"],"gpt_icon":1},{"id":"2521411309","title":"美光2025财年第二季度营收80.5亿美元 同比增长38%,预计Q3维持80亿美元左右","url":"https://stock-news.laohu8.com/highlight/detail?id=2521411309","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521411309?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 08:28","pubTimestamp":1742516937,"startTime":"0","endTime":"0","summary":"IT之家 3月21日消息,美光科技公司今日公布了截至2025年2月27日的2025财年第二季度业绩:关键业绩营收:2025财年第二季度营收80.5亿美元 ,比上一季度的87.09亿美元有所下降,但比去年同期的58.24亿美元实现了38.22%的同比增长。经营现金流:达到39.4亿美元,上季度为32.4亿美元,去年同期为12.2亿美元。展望2025财年第三季度,美光预计营收可达80亿美元,上下浮动2亿美元;GAAP和非GAAP毛利率均为36.5%,上下浮动1%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8htdxeeaALy","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["MU"],"gpt_icon":1},{"id":"2521368419","title":"A股盘前播报 | 国办发文促进中医药产业高质量发展 美光最新业绩超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2521368419","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521368419?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 08:18","pubTimestamp":1742516282,"startTime":"0","endTime":"0","summary":"国务院办公厅发文提出,加大中药资源保护力度,突破一批珍稀中药资源的繁育、仿生、替代技术;推进中药材生态种植养殖,因地制宜发展林草中药材;推进中药工业数字化智能化发展;开发中医药临床疗效评价大模型;加大国家科技计划对中药的支持力度。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20250321/20250321081812_57921.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20250321/20250321081812_57921.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1265159.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK4532","GB00BDT5M118.USD","LU0056508442.USD","LU2211815571.USD","BK4543","IE00B7SZLL34.SGD","BK4512","LU1267930813.SGD","LU2286300806.USD","BK4554","LU2250418816.HKD","399300","BK4579","LU0889566641.SGD","LU2048586759.USD","LU0082616367.USD","BK4533","LU1852331112.SGD","IE00B19Z3B42.SGD","BK4553","BK4585","LU2360106780.USD","IE0002270589.USD","BK4527","LU0127658192.USD","LU0792757196.USD","LU1316542783.SGD","BK4575","LU1366333091.USD","BK4588","159982","BK4141","LU0081259029.USD","BK4605","BK4566","IE00B19Z3581.USD","LU0642271901.SGD","LU0719512351.SGD","MU","LU0157215616.USD"],"gpt_icon":1},{"id":"2521419479","title":"美光科技2025财年Q2业绩亮眼,营收同比增长38.22%","url":"https://stock-news.laohu8.com/highlight/detail?id=2521419479","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521419479?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 08:11","pubTimestamp":1742515862,"startTime":"0","endTime":"0","summary":"美光科技近日公布了2025财年第二季度财务数据,整体表现强劲。本季度营收达80.5亿美元(约合582.2亿元人民币),同比增长38.22%,尽管较上一季度略有下滑,但仍超出市场预期。净利润方面,GAAP净收入为15.8亿美元,非GAAP净收入达到17.8亿美元,摊薄后每股收益分别为1.41美元和1.56美元。此外,公司经营现金流显著提升至39.4亿美元,同比增长超过2倍。毛利率保持在36.8%,净收入占总收入比例达19.7%。展望下一季度,美光预计营收约为80亿美元,毛利率维持在36.5%左右。这一成绩反映出公司在存储芯片市场的持续竞争力及未来增长潜力。","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=nesSN20250321081312971e0fe0&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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Computing跌超12%,第四季度营收不及市场预期,净利同比大幅下滑;","market":"us","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":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU","FDX","NKE","QUBT"],"gpt_icon":0},{"id":"2521165824","title":"AI基建热潮如火如荼 存储需求井喷式扩张! 美光(MU.US)数据中心营收翻三倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2521165824","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521165824?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 07:50","pubTimestamp":1742514632,"startTime":"0","endTime":"0","summary":"在AI基础设施领域,HBM存储系统全面绑定英伟达H100 /H200 AI GPU服务器系统,以及正在量产交付的英伟达B200和GB200等AI GPU服务器系统。在全球企业纷纷斥巨资布局AI的这股AI基建狂热浪潮中,存储芯片需求,尤其是HBM存储需求可谓跟着AI GPU需求同步跟随包括“星际之门”在内的数据中心大规模新建或者扩建而迈入迅猛增长阶段。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1265151.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MU"],"gpt_icon":1},{"id":"2521475419","title":"美光科技第二财季经调整营收 80.5 亿美元 高于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2521475419","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521475419?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 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