美股详情

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美光科技

431.02

+13.223.16%

成交量：710.13万

成交额：30.66亿

市值：4,851.17亿

市盈率：40.89

高：436.89

开：426.97

低：424.70

收：418.01

52周最高：455.50

52周最低：61.54

股本：11.26亿

流通股本：11.15亿

量比：3.73

换手率：0.64%

股息：0.46

股息率：0.11%

每股收益(TTM):10.54

每股收益(LYR):7.59

净资产收益率：22.55%

总资产收益率：10.93%

市净率：8.25

市盈率(LYR):56.79

数据加载中...

总览公司新闻资讯公告

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存储厂商订单爆满","url":"https://stock-news.laohu8.com/highlight/detail?id=2614076704","media":"与非网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614076704?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 16:51","pubTimestamp":1772009476,"startTime":"0","endTime":"0","summary":"售罄、涨价、订单从2026排到2027……明确表态产能售罄的厂商不少。美光2026年所有HBM产能也已全部售罄，并预计HBM总潜在市场将在2028年将达到1000亿美元。该公司认为，全球存储器产业已彻底转向卖方市场，2026年价格涨势将贯穿全年。有机构认为，2026年一季度以来，各类存储产品价格环比急剧上涨，目前在能见度范围内今年存储价格持续上涨可期，同时2026年全球新增供给有限，预计存储紧缺趋势将延续至2027年。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225170728a4c696a2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:50","pubTimestamp":1772005818,"startTime":"0","endTime":"0","summary":"2026年开年，存储市场就进入了前所未有的涨价通道。价格飙涨的背后，是一场由AI主导的供需重构。需求增长26%，供应仅增21%，这一剪刀差正在改写存储产业的游戏规则。高盛预计，2026年HBM市场规模将达540亿美元，2027年进一步攀升至750亿美元。高盛将2026年称为“15年来最紧张的年份”，SK海力士判断“涨价将贯穿全年”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225160316a71d381f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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SK海力士还诉苦","url":"https://stock-news.laohu8.com/highlight/detail?id=2613208866","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613208866?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 09:28","pubTimestamp":1771810088,"startTime":"0","endTime":"0","summary":"这就可以理解面对汹涌的需求爆发，三星、SK海力士及美光三大巨头为何不大规模投资以提升内存产能了，他们当然希望继续保持缺货涨价以提高自己的利润，但也真的担心一旦AI泡沫崩了，到时候真的要在内存上亏损1000亿美元了。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223095353a4bd8cd5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:50","pubTimestamp":1771807825,"startTime":"0","endTime":"0","summary":"辉达与OpenAI千亿美元合作大幅缩水，记忆体荒持续恶化，台积电ADR大涨带动台股开红盘，同时1.6T交换器、高压继电器等新技术加速落地——一文掌握今日半导体五大动向。辉达、OpenAI千亿合作缩水辉达与OpenAI原定1000亿美元的长期合作计划大幅调整，转为约300亿美元的直接股权投资。软银、亚马逊、微软等也正跟进投资，OpenAI本轮募资总额有望突破千亿美元，巩固其在AI竞争中的资源壁垒。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223085946a4bd6a50&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:38","pubTimestamp":1771720726,"startTime":"0","endTime":"0","summary":"2月21日，第一财经独家援引SK海力士在高盛虚拟投资者会议上的重磅表态，直接引爆整个半导体产业链：全球存储正式进入绝对卖方市场，今年没有任何一家客户的需求能被完全满足，价格上涨已成定局。市场研究机构数据显示，2026年第一季度，服务器端64GB DDR5价格环比暴涨99%，1TB NAND闪存价格直接翻倍，消费级内存价格涨幅同样突破90%。SK海力士“所有客户需求都无法满足”的表态，不是傲慢，而是行业现状的真实写照。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260222085406a4bab20a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:47","pubTimestamp":1771685242,"startTime":"0","endTime":"0","summary":"三星、SK海力士、美光高管讲话与供需趋势分析数据范围：2025年2月—2026年2月摘要2025年至2026年初，全球内存行业经历了一场由人工智能需求驱动的历史性供需逆转。三星官方公告写道：存储业务通过扩大HBM3E销售、积极应对各品类旺盛需求，实现了历史最高季度营收。三星存储部门据报道目前仅能满足约70%的DRAM订单需求。此外，在AI内存需求激增背景下，公司已提前锁定明年全部DRAM和NAND产品的客户需求。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221225613a7108eba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:55","pubTimestamp":1771682100,"startTime":"0","endTime":"0","summary":"在近日一场面向投资者的虚拟会议上，全球存储芯片巨头SK海力士向市场传递出重要信号：当前存储行业已彻底转向卖方主导格局。据会议披露，SK海力士当前DRAM与NAND闪存的库存周转周期已压缩至4周左右，创下历史新低。产业链动态显示，下游企业正积极寻求长期供应保障。驱动行业变革的核心力量来自AI算力需求的指数级增长。市场监测数据显示，DDR5内存颗粒的现货价格较年初上涨17%，企业级SSD合约价季度涨幅突破12%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221221133a4b98fee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:11","pubTimestamp":1771672262,"startTime":"0","endTime":"0","summary":"人工智能企业正面临全球性内存芯片供应紧张局面，成本上涨、交付延迟已导致部分消费电子厂商调高产品售价。全球内存芯片生产由三星、美光和SK海力士三家企业主导。它们在满足AI超大规模企业对高带宽内存芯片需求的同时，还需保障传统电子产品客户的长期订单，承压显著。英特尔CEO陈立武警告，AI发展瓶颈已从算力转向内存及更广泛基础设施系统，该短缺问题预计持续至2028年之前。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221191711a7101db0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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