美光:大起大落,压舱石还得看周期

海豚投研
30 Sep 2024

美光(MU.O)于北京时间 2024年9月29日早的美股盘后发布了2024财年第四季度财报(截止 2024年8月),要点如下:1、总体业绩:收入&毛利率,如期回升。美光公司2024财年第四季度总营收77.5美元,同比上升93.3%,好于市场预期(76.6亿美元)。本季度收入继续加速回升,是受公司DRAM和NAND双双增长的带动。美光公司在2024财年第四季度实现净利润8.87亿美元,利润端提升也...

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