美光科技（MU）周四盘后股价大涨5.23%，至108.30美元。这一显著涨幅主要受到公司发布的强劲财报和乐观前景推动。
美光科技公布的第二财季业绩超出市场预期。公司报告调整后营收为80.5亿美元，高于分析师预期的79.1亿美元；调整后每股收益达1.56美元，同样超过市场预期的1.42美元。值得注意的是，公司数据中心收入同比增长三倍，展现了其在高性能计算领域的强劲增长。
除了亮眼的业绩外，美光科技对未来的展望更是令投资者振奋。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。美光科技总裁兼CEO Sanjay Mehrotra表示，公司有望在2023财年第三季度创下季度收入新高，这主要得益于数据中心和面向消费者市场的DRAM和NAND需求增长。尤其值得关注的是，强劲的人工智能需求正推动市场对美光公司高带宽内存（HBM）芯片的需求。公司还强调，通过推出1-gamma DRAM节点，进一步扩展了其技术领导地位。这些积极因素综合作用，不仅推动了公司股价的上涨，也增强了投资者对美光科技长期增长前景的信心。
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