异动解读 | 美光科技盘后大涨5.23%,业绩超预期且前景乐观

异动解读
21 Mar

美光科技(MU)今日盘后股价大涨5.23%,主要受到公司公布的强劲财报和乐观前景推动。

据悉,美光科技第二财季调整后营收达80.5亿美元,高于分析师预期的79.1亿美元;调整后每股收益为1.56美元,同样超出市场预期的1.42美元。值得注意的是,公司数据中心收入较去年同期增长三倍,显示出其在高性能计算领域的强劲表现。

除了亮眼的业绩表现,美光科技对未来的展望也激发了投资者信心。公司预计第三财季调整后营收将达到86亿至90亿美元之间,高于分析师预期的85.5亿美元。这一预期主要得益于人工智能领域对高带宽内存(HBM)芯片的强劲需求,以及数据中心和消费类市场对DRAM和NAND存储器的需求增长。美光科技总裁兼CEO Sanjay Mehrotra表示,公司有望在2025财年实现创纪录的收入和显著提高的盈利能力。

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