美光科技第二财季业绩超预期,但利润率受冲击致股价下滑

新浪财经
22 Mar

美光科技股价下跌 7%,创纪录的高带宽内存收入被定价挑战和较低的毛利率所掩盖。美光科技(Micron Technology,股票代码 MU)的股价在周五早盘交易中下跌了约 7%,尽管其 2025 财年第二财季业绩强劲且超出了预期。这家芯片制造商公布的高带宽内存收入创历史新高,原因是需求超过了供应。然而,NAND 闪存以及面向消费市场的产品领域的定价压力使其综合毛利率降至 37.9%,环比下降了 ...

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