美股详情

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美光科技

223.77

-0.2400-0.11%

盘后：223.50-0.2700-0.12%19:59 EDT

成交量：1,632.00万

成交额：36.68亿

市值：2,511.74亿

市盈率：29.48

高：231.25

开：227.75

低：218.82

收：224.01

52周最高：232.40

52周最低：61.54

股本：11.22亿

流通股本：11.15亿

量比：0.80

换手率：1.46%

股息：0.46

股息率：0.21%

每股收益(TTM):7.59

每股收益(LYR):7.65

净资产收益率：17.20%

总资产收益率：8.06%

市净率：4.64

市盈率(LYR):29.25

数据加载中...

总览公司新闻公告

存储芯片，开启“黄金时代”

半导体产业纵横

他们抛弃了HBM！

半导体行业观察

存储芯片，涨疯了

半导体行业观察

美光科技盘中异动早盘大幅上涨3.03%报230.80美元

DRAM供应紧张，推动DDR5价格上涨。消费者恐成最大输家

PConline太平洋...

三星、SK海力士、美光三大巨头：HBM产能全部售罄！

三家存储大厂业绩报喜

Form 144 | Micron Officer Mark Murphy 拟减持126000股，总价约2855万美元

老虎公告助手

涨疯！一个月价格就翻倍，比黄金还疯狂，你囤了吗？

Supermicro、Intel 和 Micron 携手在 STAC-M3™ 量化交易基准测试中创下破纪录成绩

【产业信息速递】HBM之争，升级

北京半导体行业...

存储芯片价格大涨全球供需紧张

传美光HBM4开发遇阻，量产或将推迟

内存价格涨疯！联发科也顶不住，芯片成本暴涨，国产手机要涨价了

互联网的一些事

三星电子：2026年HBM销售将显著高于今年，明年确保来自HBM客户的需求

三星电子：供应链不确定性可能仍将持续，意味着需求波动性将在明年依然是一个因素

三星电子：将在2026年灵活应对快速增长的人工智能需求，战略性增加投资

海力士明年全系列存储芯片订单已售罄存储芯片或迎来超级周期（附概念股）

Form 4 | Micron Technology高管Scott J. Deboer减持82000股

老虎公告助手

TrendForce：DDR5内存价格持续上涨 2026年利润将超HBM3e

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09:05","pubTimestamp":1761959105,"startTime":"0","endTime":"0","summary":"通用DRAM价格持续上涨，已连续七个月走高。NAND闪存价格也连续第十个月上涨，创下今年以来最大涨幅。不过，涨幅有所放缓，9月份降至10%左右。这加剧了通用DRAM的供需失衡。据TrendForce报告显示，由于供应减少和工业、汽车及电信设备需求增加，NAND闪存价格正迅速上涨。TrendForce预测，“由于人工智能服务器、工业设备和汽车电子产品的需求稳定，NAND闪存价格可能会在2026年上半年进一步上涨。”","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=nesSN20251101090949a6d9ad98&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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早盘大幅上涨3.03%报230.80美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2579467061","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579467061?lang=zh_cn&edition=fundamental","pubTime":"2025-10-31 21:36","pubTimestamp":1761917778,"startTime":"0","endTime":"0","summary":"北京时间2025年10月31日21时36分，美光科技股票出现波动，股价快速上涨3.03%。截至发稿，该股报230.80美元/股，成交量142.028万股，换手率0.13%，振幅1.69%。最近的财报数据显示，该股实现营业收入373.78亿美元，净利润85.39亿美元，每股收益7.65美元，毛利150.13亿美元，市盈率30.38倍。美光科技股票所在的半导体行业中，整体涨幅为0.70%。消息层面，截至21时36分，《花旗维持美光科技买入评级，维持目标价275美元》资讯为影响美光科技的重要信息。","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=nesSN20251031213619a6d908bd&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, 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18:16","pubTimestamp":1761905774,"startTime":"0","endTime":"0","summary":"受全球云服务提供商持续加大数据中心服务的影响，服务器级DRAM的价格在2025年第四季度持续走强，这一趋势正带动整体DRAM包括消费级产品的价格上涨。得益于服务器需求的持续强劲，DDR5合约价格预计将在2026年全年保持上涨轨迹，上半年表现尤为明显。然而，随着DDR5价格持续攀升，两者之间的盈利差距将在2026年大幅缩小。预计从明年第一季度开始，DDR5的盈利能力甚至将反超HBM3e。","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=nesSN20251031181926a6d8b235&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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12:33","pubTimestamp":1761885196,"startTime":"0","endTime":"0","summary":"快科技10月31日消息，据报道，三星、SK海力士和美光近期相继透露，其下一代高带宽内存HBM的明年产能已几乎被抢购一空。SK海力士透露，明年的HBM供应谈判已经完成，下一代HBM4计划于今年第四季度开始出货，并计划明年全面扩大销售规模。占据全球DRAM和HBM产量约三分之一的美光也表示，其明年生产的所有HBM订单已接近全部售出。","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=nesSN2025103112462494e6c663&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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11:50","pubTimestamp":1761882637,"startTime":"0","endTime":"0","summary":"存储器市场在AI热潮推动之下，部分市场呈现繁荣景象，助力存储大厂业绩报喜。三星电子表示，由于HBM3E的销量增长以及对DDR5和服务器SSD的强劲需求，存储业务实现了有史以来最高的季度销售额。另一大存储厂商美光科技9月公布的最新季度财报显示，净利润同比增长逾三倍，达32亿美元。业界认为，存储器产品中，HBM表现亮眼，该类产品主要用于训练AI模型，与处理器组合构成AI服务器核心，协助AI服务器承担海量数据处理的责任。","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=nesSN20251031130811a6d81be5&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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144 | Micron Officer Mark Murphy 拟减持126000股，总价约2855万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1100030801","media":"老虎公告助手","labels":["insiderTrades"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100030801?lang=zh_cn&edition=fundamental","pubTime":"2025-10-31 04:20","pubTimestamp":1761855616,"startTime":"0","endTime":"0","summary":"Micron高管Mark Murphy 拟于2025年10月30日出售126000股Micron普通股票，总市值约2855万美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Form 144 | Micron Officer Mark Murphy 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元。涨价压力已蔓延至消费电子领域。","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=nesSN20251030231853a6d71d0a&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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和 Micron 携手在 STAC-M3™ 量化交易基准测试中创下破纪录成绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2579348109","media":"美通社","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579348109?lang=zh_cn&edition=fundamental","pubTime":"2025-10-30 22:26","pubTimestamp":1761834360,"startTime":"0","endTime":"0","summary":"STAC-M3 是一项全栈基准测试，涵盖多用户环境下的计算、存储、网络和软件。此外，在 3 项 Antuco 50 和 100 用户基准测试中，全部 3 项均创下了新纪录。搭载 Intel Xeon 6 处理器，Supermicro 的双路 PB 级服务器在计算密集型的 100 用户不可预知区间统计基准测试中，其速度比以往纪录快 36%，同时 CPU 核心使用量比前纪录保持者减少了 62%。这六台 Supermicro PB 级全闪存存储服务器采用了 Intel Xeon 6 处理器、Micron 9550 NVMe SSD 和 DDR5 RDIMM 内存。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wwwold.prnasia.com/story/archive/4808334_ZH08334_1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"prnasia","symbols":["LU2211815571.USD","BK4553","LU0157215616.USD","LU0321505439.SGD","LU0889566641.SGD","GB00BDT5M118.USD","LU1852331112.SGD","SMCI","BK4533","LU2931357623.SGD","LU0082616367.USD","LU0127658192.USD","IE0002270589.USD","LU0056508442.USD","LU0321505868.SGD","LU2148611432.USD","BK4575","BK4602","BK4527","BK4535","LU1861215975.USD","BK4532","BK4534","LU2286300806.USD","LU2543165471.USD","BK4612","MU","LU2048586759.USD","LU2089985449.USD","LU1366333091.USD","LU2250418816.HKD","LU0792757196.USD","BK4529","BK4566","LU0081259029.USD","BK4554","IE00B19Z3B42.SGD","LU0719512351.SGD","BK4141","LU2360106780.USD","BK4512","BK4515","INTC","IE00B7SZLL34.SGD","LU0274383776.USD","LU1316542783.SGD","BK4585","BK4588","BK4543","LU0642271901.SGD"],"gpt_icon":1},{"id":"2579319547","title":"【产业信息速递】HBM之争，升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2579319547","media":"北京半导体行业...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579319547?lang=zh_cn&edition=fundamental","pubTime":"2025-10-30 15:13","pubTimestamp":1761808410,"startTime":"0","endTime":"0","summary":"事实上，该公司于 2025年 3 月交付了全球首批 12 层 HBM4 样品，表明其堆叠技术已准备就绪。SK 海力士宣布已完成 HBM4 设计的开发，并已做好量产准备。到2025年9月，SK海力士确认其HBM4已满足所有规格要求。2025年第二季度，该公司报告称其77%的销售额来自HBM及相关AI内存。尽管目前占据主导地位，但HBM4的供应竞争尚未结束。美光甚至表示，其2025年全年的HBM产量已全部售罄，2026年的订单也基本被预订一空。","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=nesSN20251030151553a6d63413&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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全球供需紧张","url":"https://stock-news.laohu8.com/highlight/detail?id=2579672001","media":"DoNews","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579672001?lang=zh_cn&edition=fundamental","pubTime":"2025-10-30 13:50","pubTimestamp":1761803402,"startTime":"0","endTime":"0","summary":"自2025年9月起，存储芯片价格持续上涨，第四季度涨势加速。全球主要厂商将产能转向人工智能与数据中心用高端芯片，导致传统存储芯片供应减少。同时，行业周期性减产去库存加快供需逆转，下游厂商积极备货，生产企业满负荷运转仍供不应求。此次涨价是多重因素叠加所致，市场进入上行周期。","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=nesSN2025103013534894e4ebd3&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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4 | Micron Technology高管Scott J. 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Deboer减持82000股","news_tag":"insiderTrades","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"gpt_icon":0},{"id":"2579907088","title":"TrendForce：DDR5内存价格持续上涨 2026年利润将超HBM3e","url":"https://stock-news.laohu8.com/highlight/detail?id=2579907088","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579907088?lang=zh_cn&edition=fundamental","pubTime":"2025-10-29 21:56","pubTimestamp":1761746162,"startTime":"0","endTime":"0","summary":"TrendForce发布的最新报告显示，受全球云服务商数据中心扩容推动，第四季度服务器DRAM合约价格稳步上升，DDR5价格上涨趋势显著，预计2026年其盈利能力将首次超越HBM3e。TrendForce已将第四季度传统DRAM价格增长预期从此前的8%–13%上调至18%–23%，并存在进一步上调可能。受强劲服务器需求影响，DDR5合约价格预计在2026年全年维持上涨态势，尤以上半年涨幅更为明显。TrendForce指出，未来DDR5与HBM产品间的产能分配与定价策略，将成为影响存储器市场下一阶段走势的关键因素。","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=nesSN2025102922271194e3e168&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102922271194e3e168&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4543","IE00B19Z3581.USD","LU2286300806.USD","BK4512","LU0056508442.USD","BK4579","LU1267930813.SGD","LU2048586759.USD","BK4533","IE00B19Z3B42.SGD","BK4532","LU0127658192.USD","LU0082616367.USD","LU0719512351.SGD","LU0274383776.USD","IE00B7SZLL34.SGD","LU0081259029.USD","BK4553","IE0002270589.USD","LU1366333091.USD","LU0642271901.SGD","LU0889566641.SGD","LU2250418816.HKD","BK4566","BK4588","LU0157215616.USD","BK4141","LU0792757196.USD","GB00BDT5M118.USD","BK4554","BK4575","LU2211815571.USD","BK4605","LU1316542783.SGD","LU1852331112.SGD","BK4527","LU2931357623.SGD","LU2360106780.USD","BK4585","MU","LU2089985449.USD"],"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":390,"code":"91000000","status":"200"}]}}