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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
美光科技
420.59
-0.9200
-0.22%
盤後:
419.20
-1.3900
-0.33%
19:59 EDT
成交量:
3,637.76萬
成交額:
152.66億
市值:
4,733.78億
市盈率:
19.78
高:
423.86
開:
420.29
低:
410.05
收:
421.51
52周最高:
471.34
52周最低:
65.65
股本:
11.26億
流通股本:
11.15億
量比:
0.81
換手率:
3.26%
股息:
0.50
股息率:
0.12%
每股收益(TTM):
21.26
每股收益(LYR):
7.59
淨資產收益率:
39.82%
總資產收益率:
20.15%
市淨率:
6.53
市盈率(LYR):
55.41
資料載入中...
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美光警告:需投入巨資才能滿足需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2620295738","media":"凤凰网科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620295738?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 06:55","pubTimestamp":1773874520,"startTime":"0","endTime":"0","summary":"美光凤凰网科技讯 北京时间3月19日,据彭博社报道,内存芯片巨头美光科技周三警告称,为满足激增的市场需求,公司将需在产能上投入巨资。美光还补充道,2027财年支出将同比增加逾100亿美元。这一巨额支出反映出美光为满足市场对其内存芯片的旺盛需求而付出的代价,尤其是AI计算所用的高带宽内存。尽管美光销售额预计将持续飙升,但最新财报却遭遇投资者冷遇,股价一度下跌4.9%至每股439美元。","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://tech.ifeng.com/c/8rbvTTB6dYC","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":"fenghuang_stock","symbols":["LU0154236417.USD","LU1316542783.SGD","BK4512","IE00B7SZLL34.SGD","BK4532","BK4566","IE00B19Z3581.USD","LU0082616367.USD","LU1267930813.SGD","BK4527","BK4585","BK4579","LU2054465674.USD","LU1323610961.USD","LU2250418816.HKD","IE0002270589.USD","LU0157215616.USD","MU","BK4543","LU1852331112.SGD","IE00B5949003.HKD","LU0792757196.USD","BK4141","BK4553","LU0109392836.USD","LU1803068979.SGD","GB00BDT5M118.USD","BK4575","BK4554","LU0081259029.USD","LU0719512351.SGD","LU0274383776.USD","LU0889566641.SGD","LU0127658192.USD","MULL","LU2458330169.SGD","LU0056508442.USD","LU2048586759.USD","LU2286300806.USD","LU2458330243.SGD","BK4533","LU2931357623.SGD","LU1366333091.USD","BK4588","LU2360106780.USD","LU2211815571.USD","LU0203347892.USD","LU0889565833.HKD","MUD","LU0642271901.SGD","LU2089985449.USD","BK4605","IE00B19Z3B42.SGD","IE0009356076.USD","LU0203345920.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620959062","title":"美光科技美股盤後跌幅擴大至6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620959062","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620959062?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 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| 美光科技盤後大跌5.13%,業績超預期但資本支出計劃引發擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=1110080628","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110080628?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 06:33","pubTimestamp":1773873186,"startTime":"0","endTime":"0","summary":"存储芯片巨头美光科技今日盘后股价大幅下跌5.13%,引起了市场的广泛关注。消息面上,美光科技在盘后公布了2026财年第二季度财报,其营收和每股收益均大幅超出华尔街预期。然而,公司同时宣布将提高2026财年的资本支出计划,这一举动引发了投资者对可能影响未来利润或现金流的担忧,成为股价在盘后时段承压下跌的主要原因。尽管美光科技本季度业绩表现强劲,并对下一季度给出了乐观的营收展望,但市场似乎更关注其扩大资本开支所带来的不确定性,导致股价在利好消息公布后反而出现下跌。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ead3fcde69142c14fedf1e489028d734","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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155937341","title":"AI帶動存儲景氣爆發!美光上季營收增近兩倍,本季指引大超預期,財年支出料猛增","url":"https://stock-news.laohu8.com/highlight/detail?id=1155937341","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155937341?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 06:14","pubTimestamp":1773872079,"startTime":"0","endTime":"0","summary":"美光公布,第二财季毛利率逼近75%,和营收、EPS盈利均创单季新高;季度股息提高30%。上季营收环比跳升、毛利率逼近75%,利润端全面刷新纪录第二财季,美光实现营收238.6亿美元,较上一财季的136.4亿美元大增约75%,较上财年同期的80.5亿美元同比增长约196%。美光管理层在新闻稿中明确表示,预计2026财年第三财季将再次出现“显著纪录”。虽然美光的财报业绩与指引大超预期,但股价盘后未能保住涨势。","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":"2","news_top_title":"AI带动存储景气爆发!美光上季营收增近两倍,本季指引大超预期,财年支出料猛增","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2620293170","title":"AI需求爆發推動業績飆升 美光(MU.US)Q2營收按年翻近三倍 高額資本開支引發市場擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=2620293170","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620293170?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 06:00","pubTimestamp":1773871200,"startTime":"0","endTime":"0","summary":"在人工智能浪潮持续推动下,美国存储芯片巨头美光科技交出了一份远超市场预期的业绩,但高强度资本支出计划令投资者情绪趋于谨慎,公司股价在盘后交易中下跌2%。美光首席执行官Sanjay Mehrotra表示,AI驱动的存储需求增长、结构性供给约束以及公司执行力的提升,共同推动了业绩和指引的大幅上调。公司同时强调,随着AI发展,计算架构将愈发依赖存储资源,美光将成为这一趋势的重要受益者。不过,伴随需求爆发而来的,是资本开支的显著提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"ead3fcde69142c14fedf1e489028d734","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1415672.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_zhitongcaijing","symbols":["BK4543","BK4575","BK4141","MU","IE0009356076.USD","IE00B7SZLL34.SGD","LU1803068979.SGD","BK4512","LU0081259029.USD","LU2931357623.SGD","LU2360106780.USD","LU1852331112.SGD","BK4585","LU0154236417.USD","LU0642271901.SGD","LU1366333091.USD","IE00B19Z3581.USD","LU0157215616.USD","LU2250418816.HKD","MUD","LU0056508442.USD","LU0792757196.USD","GB00BDT5M118.USD","LU0889566641.SGD","LU1323610961.USD","LU0203345920.USD","LU0889565833.HKD","LU1316542783.SGD","MULL","BK4579","LU0109392836.USD","IE00B5949003.HKD","BK4532","LU1267930813.SGD","BK4553","IE00B19Z3B42.SGD","LU0127658192.USD","LU2048586759.USD","BK4533","LU2054465674.USD","LU2089985449.USD","LU0274383776.USD","LU0082616367.USD","LU0203347892.USD","LU2286300806.USD","LU2458330243.SGD","BK4588","BK4566","IE0002270589.USD","BK4527","BK4554","LU2211815571.USD","BK4605","LU2458330169.SGD","LU0719512351.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2620229861","title":"3月19日外盤頭條:聯儲維持利率不變 米蘭又投反對票 鮑威爾否認美國經濟處於滯脹 特朗普臨時豁免瓊斯法案","url":"https://stock-news.laohu8.com/highlight/detail?id=2620229861","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620229861?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 05:30","pubTimestamp":1773869441,"startTime":"0","endTime":"0","summary":" 当地时间3月11日,美联储将联邦基金利率的目标区间继续保持在3.50%至3.75%不变,维持对今年降息一次的预期中值。投票结果为11比1,理事斯蒂芬·米兰投反对票,呼吁降息25个基点。 美联储主席鲍威尔在会后的新闻发布会上表示,只有看到通胀取得持续进展,才会考虑降息。 他否认当前美国经济处于滞胀状态,并表示只有在经济情况严重得多的时候,才会使用“滞胀”这一表述。","market":"us","thumbnail":"https://n.sinaimg.cn/finance/transform/700/w400h300/20181010/bleF-hkrzyan5262540.jpg","type":0,"news_type":0,"thumbnails":["https://n.sinaimg.cn/finance/transform/700/w400h300/20181010/bleF-hkrzyan5262540.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"4cf9bf6660f7e9a5420a12d26b67ce62","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-19/doc-inhrnemw4373781.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["OEF","BK4581","ESmain","BK4550","BK4559","SPYI",".SPX","MU","SSO","SPXU","UPRO","SH","IVV","MESmain","BK4534","BK4588","BK4585","SDS","OEX","BK4504"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2620298849","title":"美光科技第二季度業績經調整營收238.6億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2620298849","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620298849?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 05:24","pubTimestamp":1773869073,"startTime":"0","endTime":"0","summary":"每经AI快讯,美光科技第二季度业绩经调整营收238.6亿美元,上年同期80.5亿美元,预估197.4亿美元;调整后每股收益12.20美元,上年同期1.56美元,预估9.00美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603193676419488.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":"ead3fcde69142c14fedf1e489028d734","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603193676419488.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4566","BK4543","LU2931357623.SGD","BK4588","BK4585","IE0009356076.USD","IE00B5949003.HKD","MULL","LU0719512351.SGD","LU0889565833.HKD","LU1267930813.SGD","IE00B7SZLL34.SGD","LU2054465674.USD","LU0056508442.USD","LU2089985449.USD","BK4527","LU1803068979.SGD","LU0109392836.USD","LU0154236417.USD","BK4141","BK4533","BK4512","BK4605","LU1323610961.USD","LU2250418816.HKD","LU0642271901.SGD","BK4532","LU0889566641.SGD","LU2286300806.USD","LU2458330243.SGD","BK4554","LU0081259029.USD","LU0127658192.USD","LU2048586759.USD","LU0157215616.USD","BK4579","IE0002270589.USD","GB00BDT5M118.USD","LU0203347892.USD","LU2360106780.USD","BK4575","LU1366333091.USD","LU0203345920.USD","LU1852331112.SGD","LU0082616367.USD","LU0274383776.USD","MU","BK4553","LU1316542783.SGD","MUD","LU2211815571.USD","IE00B19Z3581.USD","LU2458330169.SGD","LU0792757196.USD","IE00B19Z3B42.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103301282","title":"美光新加坡高端封裝廠2027年投產 HBM產能將獲顯著提升","url":"https://stock-news.laohu8.com/highlight/detail?id=1103301282","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103301282?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 04:13","pubTimestamp":1773864833,"startTime":"0","endTime":"0","summary":"美光科技位于新加坡的高带宽内存先进封装工厂按计划推进,预计2027年将开始为美光HBM供应链提供实质性产能贡献。该设施专注于下一代HBM产品的封装测试环节,是美光应对AI芯片需求激增的关键战略部署。美光此次新加坡扩产恰逢其HBM3E产品量产出货阶段。据摩根士丹利最新报告,美光2024年HBM收入预计将突破30亿美元,2025年有望实现翻倍增长。新加坡工厂的按时投产将成为美光抢占市场份额的重要支点。","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":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4553","LU1323610961.USD","BK4579","LU2286300806.USD","IE00B5949003.HKD","LU0081259029.USD","LU2360106780.USD","MUU","BK4532","IE0009356076.USD","LU1803068979.SGD","LU2250418816.HKD","LU2089985449.USD","LU0203345920.USD","LU2048586759.USD","LU2458330169.SGD","LU2458330243.SGD","LU2054465674.USD","BK4575","LU0082616367.USD","IE00B7SZLL34.SGD","LU0127658192.USD","IE00B19Z3B42.SGD","LU1316542783.SGD","BK4585","IE0002270589.USD","LU0274383776.USD","LU0203347892.USD","BK4588","BK4605","LU1267930813.SGD","LU2931357623.SGD","LU0889566641.SGD","LU0889565833.HKD","LU0109392836.USD","LU1852331112.SGD","LU0154236417.USD","LU2211815571.USD","LU0719512351.SGD","MUD","LU0642271901.SGD","LU0792757196.USD","MULL","BK4554","BK4543","GB00BDT5M118.USD","BK4527","LU0157215616.USD","LU1366333091.USD","BK4566","BK4512","BK4533","BK4141","IE00B19Z3581.USD","LU0056508442.USD","MU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1160977352","title":"美光科技預計2026與2027財年建設支出增速將超越設備投資增長","url":"https://stock-news.laohu8.com/highlight/detail?id=1160977352","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160977352?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 04:12","pubTimestamp":1773864723,"startTime":"0","endTime":"0","summary":"存储芯片巨头美光科技在最新财务展望中透露,公司预计在2026与2027两个财年期间,其工厂建设相关支出的增长速度将明显超过生产设备采购的支出增幅。这一信号表明,美光正加速推进其全球产能扩张计划,为下一轮行业复苏周期做好基础设施准备。根据美光管理层向投资者披露的信息,未来两个财年的资本开支计划将出现结构性调整。美光此次提前布局基建投入,可能意味着其对2025年后存储芯片市场需求持乐观预期。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ead3fcde69142c14fedf1e489028d734","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["LU0203347892.USD","LU0889566641.SGD","LU2931357623.SGD","MUU","BK4588","BK4532","LU0203345920.USD","LU0642271901.SGD","BK4512","IE00B7SZLL34.SGD","BK4554","IE00B19Z3B42.SGD","BK4533","LU0056508442.USD","MULL","MUD","LU0274383776.USD","LU1852331112.SGD","LU0082616367.USD","IE00B5949003.HKD","GB00BDT5M118.USD","BK4605","LU2458330243.SGD","IE00B19Z3581.USD","BK4141","LU1267930813.SGD","LU0127658192.USD","IE0002270589.USD","BK4566","BK4553","BK4579","LU0889565833.HKD","BK4543","LU1323610961.USD","LU1316542783.SGD","LU2211815571.USD","IE0009356076.USD","LU0154236417.USD","LU0792757196.USD","MU","BK4585","BK4527","LU0157215616.USD","LU1366333091.USD","LU1803068979.SGD","LU2250418816.HKD","LU2286300806.USD","BK4575","LU0719512351.SGD","LU2048586759.USD","LU2360106780.USD","LU2054465674.USD","LU2458330169.SGD","LU2089985449.USD","LU0109392836.USD","LU0081259029.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1115072942","title":"美光科技Q3資本支出約70億美元,強勁經營現金流推動自由現金流大幅提升","url":"https://stock-news.laohu8.com/highlight/detail?id=1115072942","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115072942?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 04:10","pubTimestamp":1773864632,"startTime":"0","endTime":"0","summary":"美光科技在最新公布的第三财季业绩中披露,公司预计资本支出约为70亿美元。这一数字反映了公司在存储芯片领域的持续投入力度。与此同时,得益于经营现金流的显著改善,美光预计本季度将实现显著更高的自由现金流。美光科技此次约70亿美元的资本支出计划,与同行三星电子、SK海力士的投入规模基本持平,显示出行业对中长期需求前景的乐观预期。较高的自由现金流水平将有助于美光科技平衡短期财务稳健与长期技术投资。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c00319b58dbca94ccff33ebabce95ff7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["MUD","BK4553","LU0719512351.SGD","LU1323610961.USD","LU1316542783.SGD","BK4141","LU0889566641.SGD","BK4566","LU0792757196.USD","BK4585","LU1267930813.SGD","LU1366333091.USD","LU0127658192.USD","IE00B7SZLL34.SGD","IE00B19Z3B42.SGD","LU0203345920.USD","LU2250418816.HKD","BK4512","LU0154236417.USD","LU0642271901.SGD","LU0274383776.USD","BK4533","BK4543","LU0157215616.USD","LU0056508442.USD","LU0081259029.USD","BK4588","BK4575","BK4605","BK4527","IE00B5949003.HKD","LU2089985449.USD","LU0082616367.USD","MULL","BK4579","MU","BK4554","IE00B19Z3581.USD","BK4532","LU0203347892.USD","LU1852331112.SGD","LU0889565833.HKD","MUU","IE0009356076.USD","LU2286300806.USD","LU0109392836.USD","LU2360106780.USD","IE0002270589.USD","LU2458330169.SGD","LU2211815571.USD","LU1803068979.SGD","LU2458330243.SGD","GB00BDT5M118.USD","LU2048586759.USD","LU2054465674.USD","LU2931357623.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1155493388","title":"美光科技預測2026年服務器出貨量將實現低雙位數增長","url":"https://stock-news.laohu8.com/highlight/detail?id=1155493388","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155493388?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 04:10","pubTimestamp":1773864614,"startTime":"0","endTime":"0","summary":"美光科技最新预测显示,公司预计2026年服务器出货量将实现低双位数百分比增长。这一预期反映了数据中心需求持续回暖的积极信号。美光作为存储芯片龙头,其出货量预期通常领先行业整体表现2-3个百分点,此次低双位数增长指引表明公司对高端服务器存储需求持乐观态度。美光在GDDR7和HBM3e等高端存储技术领域的领先地位,有望帮助其在服务器市场份额进一步扩大。美光与英特尔、AMD等CPU厂商的紧密合作,使其能够提前把握服务器平台升级节奏。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c00319b58dbca94ccff33ebabce95ff7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1267930813.SGD","BK4554","MUD","LU0889565833.HKD","LU2360106780.USD","LU2458330169.SGD","LU2211815571.USD","IE00B7SZLL34.SGD","LU2054465674.USD","LU1852331112.SGD","BK4575","LU0056508442.USD","BK4605","LU0203345920.USD","LU2931357623.SGD","LU2089985449.USD","LU1366333091.USD","LU2458330243.SGD","LU0203347892.USD","LU0157215616.USD","MU","BK4532","BK4566","LU0889566641.SGD","BK4579","MUU","GB00BDT5M118.USD","LU1316542783.SGD","LU0082616367.USD","LU0719512351.SGD","LU2048586759.USD","BK4527","MULL","IE0002270589.USD","LU2250418816.HKD","LU0274383776.USD","LU0642271901.SGD","BK4141","LU1803068979.SGD","LU2286300806.USD","BK4588","IE00B19Z3581.USD","BK4585","LU0792757196.USD","LU0109392836.USD","IE0009356076.USD","BK4533","BK4553","LU0081259029.USD","IE00B5949003.HKD","BK4543","BK4512","IE00B19Z3B42.SGD","LU0154236417.USD","LU1323610961.USD","LU0127658192.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1113718628","title":"美光科技:2026年DRAM與NAND需求將受供應制約,供需緊張格局或延續至2026年後","url":"https://stock-news.laohu8.com/highlight/detail?id=1113718628","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113718628?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 04:09","pubTimestamp":1773864588,"startTime":"0","endTime":"0","summary":"美光科技在最新行业展望中指出,2026年全球DRAM与NAND闪存行业的位元需求增长将受到产能扩张限制,供需紧张态势预计延续至2026年之后。这一判断基于当前半导体设备交付周期延长、先进制程技术复杂度提升,以及上游原材料供应链波动等多重因素。摩根士丹利近期报告指出,存储芯片价格已进入上行周期,2024年DRAM合约价涨幅预计达15-20%。若供需紧张持续至2026年后,头部厂商如美光科技、三星电子等有望维持较高定价权。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f7b629ca17c226d7e7ebba4f0d06d0c4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["GB00BDT5M118.USD","IE00B5949003.HKD","LU0157215616.USD","LU0274383776.USD","BK4579","BK4533","BK4605","LU0642271901.SGD","BK4566","LU0719512351.SGD","LU0889565833.HKD","BK4141","LU1316542783.SGD","BK4512","LU0154236417.USD","LU2089985449.USD","BK4585","IE00B19Z3581.USD","LU0792757196.USD","LU0081259029.USD","LU2286300806.USD","LU1323610961.USD","LU2458330243.SGD","LU1267930813.SGD","IE0009356076.USD","LU0127658192.USD","LU2458330169.SGD","LU2250418816.HKD","LU2360106780.USD","BK4554","LU0889566641.SGD","MU","LU2931357623.SGD","BK4543","MUU","BK4527","BK4575","LU2054465674.USD","LU1852331112.SGD","LU2048586759.USD","IE00B7SZLL34.SGD","BK4553","MULL","BK4588","MUD","LU2211815571.USD","LU0109392836.USD","LU0082616367.USD","IE00B19Z3B42.SGD","LU0203347892.USD","LU1366333091.USD","LU1803068979.SGD","LU0203345920.USD","IE0002270589.USD","BK4532","LU0056508442.USD"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":9,"totalSize":398,"code":"91000000","status":"200"}]}}