美国芯片制造商美光科技(MU)在12月18日夜盘交易中大幅下跌逾16%,引发了投资者的广泛关注。
根据美光第一财季财报,虽然公司营收同比大增84.1%至87.1亿美元,每股盈利1.79美元均符合市场预期,但对于下一季度业绩的展望则远逊于分析师预期,导致公司股价在盘后一度重挫逾17%。
具体而言,美光预计第二财季营收为79亿美元左右,调整后每股收益为1.43美元,均明显低于分析师预期的89.9亿美元及1.92美元。公司解释称,面向消费者市场如手机和个人电脑的需求短期内较为疲软,DRAM内存芯片价格下滑也对公司盈利造成冲击。
为此,分析师指出,虽然人工智能等新兴领域对美光的高端产品HBM需求保持旺盛,但传统DRAM内存芯片收入仍是公司主要收入来源,占总营收75%,因此在面临消费者需求疲软时难免遭遇重创。
不过也有分析师认为,虽然目前DRAM市场供过于求,但随着库存去化和明年PC等终端需求回暖,DRAM内存价格有望企稳反弹。届时,结合人工智能赛道的需求增长,美光业绩或可重拾升势。
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