北京时间2024年12月19日,美国存储芯片制造商美光科技盘中大跌16.55%,报89.98美元/股。
消息面上,美光科技公布了2025财年第一财季(截至11月28日)业绩,营收87.1亿美元同比增长84%,创新高,符合分析师预期。受AI/数据中心等新兴应用推动,公司的DRAM/HBM业务表现亮眼,数据中心收入首次超总收入的50%。
但公司发布的第二季度业绩指引却低于市场预期,预计营收79亿美元,调整后每股收益只有1.33-1.53美元,分别较分析师预期下滑12%和20%。公司解释,消费电子类如 PC 和手机等传统市场需求疲软,加上季节性因素导致业绩指引下滑。
值得一提的是,虽然美光在人工智能、HBM芯片等新兴领域表现抢眼,但传统DRAM内存仍主导公司业务,约占营收的75%。在如此市场低迷期内,消费类产品遭遇重挫也在所难免。不过一旦下游市场库存去化完以及明年终端需求回暖,行业有望得以重拾升势。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.