美股详情

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美光科技

206.71

+8.244.15%

盘后：207.901.19+0.58%18:19 EDT

成交量：1,936.00万

成交额：39.46亿

市值：2,320.25亿

市盈率：27.23

高：209.00

开：196.70

低：195.20

收：198.47

52周最高：214.75

52周最低：61.54

股本：11.22亿

流通股本：11.15亿

量比：0.78

换手率：1.74%

股息：0.46

股息率：0.22%

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：4.28

市盈率(LYR):27.02

数据加载中...

总览公司新闻公告

存储芯片，太热了

半导体芯闻

半导体上市公司攻防战：专利诉讼明争和商业秘密暗斗

史无前例的内存缺货潮来了！分析师警告：泡沫恐在路上

芯片短缺：人工智能热潮如何推高 “非热门” 存储芯片价格

SOCAMM2 LPDDR5X内存标准即将出炉：频率接近10GHz

涨疯了，三十年来首次！行业进入超级周期，存储芯片供需深度解析（附相关企业）

曝美光科技退出在华服务器芯片业务

AI芯片军备竞赛背后，HBM成了资源战争的焦点

半导体产业报告

【上证电子】AI驱动需求增长，看好本轮存储周期持续性——存储行业跟踪

存储概念股集体上扬，SanDisk、美光科技均创新高

老虎资讯综合

美股异动 | 芯片股普涨美光科技(MU.US)涨近4%

美光创新高，巴克莱上调目标价，摩根士丹利认为内存供应将持续紧张

老虎资讯综合

美光科技盘初大涨5.7%

异动解读 | 美光科技盘中大涨5.33%，多家机构上调目标价至240美元

美光科技盘中异动早盘大幅拉升3.59%

BUZZ-美光获利，巴克莱上调 PT，认为芯片制造商的市场份额正在扩大

美光科技(MU)盘前涨3% 机构料内存供应将在未来几个季度保持紧张

FMS 2025：HBM爆发，DDR涨价

半导体产业纵横

【美股盘前】亚马逊云服务大规模宕机，多邻国等多家公司受影响；加密货币概念股普涨，比特币重回11万美元；DRAM供应紧张，美光涨近3%

每日经济新闻

存储还有涨价空间！美光称到2026年DRAM市场仍将保持极度紧张，供需失衡将加剧

半导体芯情

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23:01","pubTimestamp":1760972460,"startTime":"0","endTime":"0","summary":"三星电子发出第四季度提价通知，计划将部分DRAM价格上调15%至30%，NAND闪存价格上调5%至10%。DRAM需求有望快速增长。报告名称：《AI驱动需求增长，看好本轮存储周期持续性——存储行业跟踪》分析师：梁瑞SAC编号：S0870523110001研报发布日期： 2025年10月20日发布机构： 上海证券有限责任公司市场有风险，投资需谨慎。","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=nesSN2025102023503094d41e46&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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22:09","pubTimestamp":1760969393,"startTime":"0","endTime":"0","summary":"西部数据涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/7eb5d9131f6fe1bf62bc3c18ae915201","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7eb5d9131f6fe1bf62bc3c18ae915201"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK","WDC","MU"],"gpt_icon":0},{"id":"2576850677","title":"美股异动 | 芯片股普涨 美光科技(MU.US)涨近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2576850677","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576850677?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 21:53","pubTimestamp":1760968398,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周一，美股半导体股普涨，美光科技(MU.US)涨近4%，英特尔(INTC.US)、台积电(TSM.US)涨逾2%，博通(AVGO.US)涨逾1%。摩根士丹利表示，由于服务器和存储解决方案需求强劲，买家对2026年全年产品供应表示担忧，预计供应将在未来几个季度保持紧张。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1357294.html","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":"stock_zhitongcaijing","symbols":["BK4605","BK4141","LU1852331112.SGD","LU1366333091.USD","LU0082616367.USD","LU2089985449.USD","LU1316542783.SGD","LU0642271901.SGD","BK4588","LU0127658192.USD","BK4579","LU0719512351.SGD","LU1267930813.SGD","BK4585","LU2048586759.USD","IE00B19Z3B42.SGD","BK4554","LU2211815571.USD","LU0792757196.USD","LU2250418816.HKD","BK4512","159813","LU2931357623.SGD","LU0274383776.USD","LU2286300806.USD","GB00BDT5M118.USD","BK4532","BK4575","LU0081259029.USD","LU0056508442.USD","BK4543","BK4566","IE00B7SZLL34.SGD","LU0889566641.SGD","BK4553","LU2360106780.USD","IE00B19Z3581.USD","LU0157215616.USD","BK4527","MU","BK4533","IE0002270589.USD"],"gpt_icon":0},{"id":"1103210566","title":"美光创新高，巴克莱上调目标价，摩根士丹利认为内存供应将持续紧张","url":"https://stock-news.laohu8.com/highlight/detail?id=1103210566","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103210566?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 21:41","pubTimestamp":1760967686,"startTime":"0","endTime":"0","summary":"供应将在未来几个季度保持紧张。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"gpt_icon":1},{"id":"2576509458","title":"美光科技盘初大涨5.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2576509458","media":"钛媒体","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576509458?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 21:35","pubTimestamp":1760967300,"startTime":"0","endTime":"0","summary":"钛媒体App 10月20日消息，美光科技盘初大涨5.7%，巴克莱将美光科技目标价从195美元上调至240美元。（科股宝播报）","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=nesSN20251020214916a46a59ec&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=nesSN20251020214916a46a59ec&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":["IE0002270589.USD","LU0889566641.SGD","GB00BDT5M118.USD","BK4579","BK4575","LU0056508442.USD","BK4533","LU0274383776.USD","LU2211815571.USD","IE00B7SZLL34.SGD","LU2250418816.HKD","LU2931357623.SGD","BK4585","IE00B19Z3B42.SGD","BK4532","LU0082616367.USD","LU2286300806.USD","BK4141","MU","BK4588","BK4553","BK4605","LU2048586759.USD","LU2360106780.USD","LU1267930813.SGD","LU0157215616.USD","LU1316542783.SGD","IE00B19Z3581.USD","BK4566","LU0792757196.USD","LU2089985449.USD","LU0719512351.SGD","LU0642271901.SGD","LU1366333091.USD","BK4543","BK4554","BK4512","BK4527","LU0081259029.USD","LU1852331112.SGD","LU0127658192.USD"],"gpt_icon":0},{"id":"1186539299","title":"异动解读 | 美光科技盘中大涨5.33%，多家机构上调目标价至240美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1186539299","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186539299?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 21:33","pubTimestamp":1760967193,"startTime":"0","endTime":"0","summary":"10月20日，$美光科技$股价盘中大涨5.33%，引发市场广泛关注。推动股价上涨的主要因素包括多家机构上调目标价以及存储芯片供需紧张的行业前景。消息面上，巴克莱和瑞穗分别将美光科技的目标价从195美元上调至240美元。分析人士认为，随着AI应用的快速发展，对高性能内存芯片的需求持续攀升，美光科技作为全球领先的存储芯片制造商有望从中受益。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MU"],"gpt_icon":1},{"id":"2576857290","title":"美光科技盘中异动 早盘大幅拉升3.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2576857290","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576857290?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 21:30","pubTimestamp":1760967003,"startTime":"0","endTime":"0","summary":"北京时间2025年10月20日21时30分，美光科技股票出现异动，股价急速拉升3.59%。截至发稿，该股报209.66美元/股，成交量130.465万股，换手率0.12%，振幅0.00%。机构评级方面，在所有41家参与评级的机构中，93%的券商给予买入建议，5%的券商给予持有建议，2%的券商给予卖出建议。美光科技股票所在的半导体行业中，整体涨幅为0.00%。消息层面，截至21时30分，《巴克莱银行维持美光科技买入评级，上调目标价至240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=nesSN202510202130039738c8fa&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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PT，认为芯片制造商的市场份额正在扩大","url":"https://stock-news.laohu8.com/highlight/detail?id=2576851194","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576851194?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 20:27","pubTimestamp":1760963267,"startTime":"0","endTime":"0","summary":"BUZZ-美光获利，巴克莱上调 PT，认为芯片制造商的市场份额正在扩大10月20日 - ** 巴克莱将美光MU.O的目标价从195美元上调至240美元，维持 \"增持 \"评级，该公司股价盘前上涨4.2%至210.90美元。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251020:nL4T3W10ED:1","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":null,"symbols":["LU0274383776.USD","BK4543","IE00B19Z3581.USD","LU0792757196.USD","LU2048586759.USD","LU0056508442.USD","LU2089985449.USD","LU1852331112.SGD","LU0157215616.USD","LU2250418816.HKD","LU0642271901.SGD","LU0127658192.USD","LU1267930813.SGD","BK4554","BK4532","IE00B7SZLL34.SGD","MU","LU1316542783.SGD","BK4533","LU0719512351.SGD","LU2360106780.USD","LU0889566641.SGD","IE00B19Z3B42.SGD","LU0081259029.USD","LU0082616367.USD","GB00BDT5M118.USD","BK4141","BK4553","LU1366333091.USD","LU2211815571.USD","LU2931357623.SGD","LU2286300806.USD","BK4566","BK4527","BK4605","BK4575","BK4579","BK4585","IE0002270589.USD","BK4588","BK4512"],"gpt_icon":1},{"id":"2576556498","title":"美光科技(MU)盘前涨3% 机构料内存供应将在未来几个季度保持紧张","url":"https://stock-news.laohu8.com/highlight/detail?id=2576556498","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576556498?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 19:13","pubTimestamp":1760958794,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美光科技(MU)盘前涨3%，截至发稿，报208.46美元。消息面上，摩根士丹利表示，由于服务器和存储解决方案需求强劲，买家对2026年全年产品供应表示担忧，预计供应将在未来几个季度保持紧张。该行指出，包括DDR5服务器解决方案在内的服务器内存产品，预计在2024年第四季度和2025年第一季度均将出现两位数的价格上涨，这意味着当前的市场预测可能偏保守。尽管美光科技近期表现良好，摩根士丹利仍认为其股价存在进一步上行空间。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/OGNjYWRkOTg0ZTNhODNlYjIwMzU4Nzc5OGE1MjIxNzAyOTY4ODU1OQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OGNjYWRkOTg0ZTNhODNlYjIwMzU4Nzc5OGE1MjIxNzAyOTY4ODU1OQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"293584","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":null,"symbols":["LU2211815571.USD","BK4527","LU0792757196.USD","LU1366333091.USD","IE00B19Z3581.USD","BK4575","LU2089985449.USD","BK4532","BK4585","LU2048586759.USD","LU0082616367.USD","IE00B7SZLL34.SGD","BK4553","LU1267930813.SGD","BK4543","MU","LU0889566641.SGD","LU1316542783.SGD","IE00B19Z3B42.SGD","LU0127658192.USD","LU0274383776.USD","LU2931357623.SGD","BK4141","LU0056508442.USD","BK4605","IE0002270589.USD","LU0719512351.SGD","BK4533","LU0157215616.USD","LU0081259029.USD","LU2250418816.HKD","LU2286300806.USD","LU0642271901.SGD","BK4566","BK4512","BK4554","GB00BDT5M118.USD","BK4588","LU1852331112.SGD","LU2360106780.USD","BK4579"],"gpt_icon":0},{"id":"2576855949","title":"FMS 2025：HBM爆发，DDR涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=2576855949","media":"半导体产业纵横","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576855949?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 18:35","pubTimestamp":1760956504,"startTime":"0","endTime":"0","summary":"然而，预计 2025 年和 2026 年 DDR 市场将几乎没有增长。2026 年 DRAM 市场规模将接近 1500 亿美元，其中 HBM DRAM 占比约为 31%，份额将翻一番。由于三大 DRAM 公司在 2025 年底停止生产 DDR4 DRAM，部分中国 DRAM 供应商在 2024 年对 DDR4 DRAM 发起极低价格攻势，DDR DRAM 市场似乎正处于动荡状态。然而，从2025年4月开始，DDR4系列的单价开始大幅上涨，到同年6月将突破2美元，与DDR5系列的价格大致持平。其M15X晶圆厂将于2025年第四季度完工，专注于HBM3E和HBM4的生产。","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=nesSN20251020185027a46a096b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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18:03","pubTimestamp":1760954623,"startTime":"0","endTime":"0","summary":"①【三大期指齐涨】道指期货涨0.25%、标普500指数期货涨0.34%、纳指期货涨0.45%。②【亚马逊云服务大规模宕机，多邻国等多家公司受影响】当地时间10月20日，亚马逊网络服务（AWS）发生重大故障，导致大范围互联网中断。亚马逊于美国东部时间凌晨3:11首次报告出现问题。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202510203538875449.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202510203538875449.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["DEFI","IE0009356076.USD","LU0203201768.USD","LU1066051225.USD","DUOL","03439","IE00B19Z3B42.SGD","BRRR","LU2023250330.USD","BTCW","LU0211328371.USD","LU0353189680.USD","IE00BQXX3D17.EUR","USAW.SI","09439","BK4122","03008","IE000W1ABFV2.USD","LU0203202063.USD","MU","LU0823411888.USD","LU2242650005.HKD","LU0070302665.USD","GBTC","LU0158827781.USD","LU1804176565.USD","SG9999015986.USD","FBTC","09042","DRAM","HODL","LU0882574139.USD","EZBC","LU0149725797.USD","BTCO","LU2211815571.USD","LU0077335932.USD","03042","IE00BZ1G4Q59.USD","LU2360032135.SGD","83042","LU2452424414.USD","LU1244550221.USD","LU1720051017.SGD","AMZN","BITO","LU0348723411.USD"],"gpt_icon":1},{"id":"2576596998","title":"存储还有涨价空间！美光称到2026年DRAM市场仍将保持极度紧张，供需失衡将加剧","url":"https://stock-news.laohu8.com/highlight/detail?id=2576596998","media":"半导体芯情","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576596998?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 17:40","pubTimestamp":1760953211,"startTime":"0","endTime":"0","summary":"存储芯片目前在市场上的热度超乎想象，市场高位但是一路狂飙。美光科技执行副总裁兼首席商务官Sumit Sadana预计，到2026年，DRAM市场仍将保持极度紧张，供需失衡将加剧。美光财报显示,其HBM收入本季度环比暴增近50%,2025年全年产能已售罄并进入2026年订单谈判阶段,预计年内市占率将达20%-25%。美光称，DRAM原厂产能集中于高带宽内存，导致非HBM DRAM价格上涨。2026年美光HBM3E和HBM4的产量几乎肯定会售罄。","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=nesSN20251020194241a46a209d&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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