美光科技(MU)股价今日盘前大跌6.9%,引发了市场广泛关注。这主要与当前DRAM和NAND闪存芯片行业的供需失衡有关。
报告指出,2025年第一季度,DRAM和NAND闪存芯片市场除了人工智能云端应用表现较好外,其他领域需求整体低于预期。这导致客户端库存水位升高,市场出现供大于求的情况,产品价格也随之回落。特别是进入传统淡季的第一季度,需求进一步放缓,给芯片厂商的营收和利润带来压力。
作为全球主要的DRAM和NAND制造商,美光科技的业绩表现必然受到行业周期性波动的影响。投资者对于公司今年上半年业绩的担忧,或许是导致美光科技股价大跌的主要原因。但业内预计,从第二季度开始,在宏观经济复苏和政策刺激下,内存需求将逐步好转,届时美光的业绩也有望企稳回升。
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