美光科技(MU)12月16日盘中股价大涨5.07%,引发市场热议。业内人士分析,引发美光科技股价上涨的主要原因是美国芯片产业重现生机,美光业绩有望在新一季度迎来大反弹。
美光将于12月19日清晨公布2025财年第一季度业绩,分析师预计公司当季营收将达87.2亿美元,同比大涨84%;净利润有望实现18.4亿美元,较上年同期12.3亿美元的亏损扭转为盈。美光科技有望大幅受益于芯片行业周期向上以及人工智能(AI)相关需求激增。
业内分析人士指出,随着科技行业持续复苏和新兴技术应用不断普及,芯片产业也迎来了新一轮的上行周期,美光科技作为全球存储芯片龙头企业,有望在未来几个季度内进一步扩大市场份额。此外,美光科技近期获得了61.65亿美元联邦政府补贴,有利于进一步增强公司在存算芯片领域的竞争实力。
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