美股詳情

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2倍做多MU ETF-GraniteShares

206.17

+1.150.56%

盤後：186.50-19.6700-9.54%19:59 EDT

成交量：55.67萬

成交額：1.16億

市值：3.20億

市盈率：- -

高：213.07

開：207.26

低：202.25

收：205.02

52周最高：216.21

52周最低：6.04

股本：155.00萬

流通股本：155.00萬

量比：1.44

換手率：35.92%

股息：0.35

股息率：0.17%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

道明·科恩上調美光科技目標價至550美元

港股異動 | 瀾起科技(06809)漲近3% 美光官宣量產HBM4 公司記憶體互聯芯片處於市場領先地位

Bitget UEX 日報｜聯儲局點陣圖大幅鷹派;美光指引爆表後轉跌;中東油氣設施遭襲 (2026年03月19日)

美光CEO：人形機器人有望為存儲芯片帶來新需求

美光CEO：存儲芯片短缺至少持續至2026年以後為短中期產品定價提供堅實支撐

財報「賺翻了」，但美光為何大跌

华尔街见闻

美光電話會：AI將存儲重塑為「戰略資產」！應對缺貨必須燒錢建廠並首籤5年長單，HBM4直供英偉達

华尔街见闻

存儲芯片巨頭，最新業績公布

今日市場回顧：中東緊張局勢升温與通脹擔憂導致全球市場重挫。

TradingKey中文

美股夜盤 | 存儲概念股普跌，美光科技績後跌超4%；無人機概念股Swarmer續漲逾5%

老虎资讯综合

內存荒緩解成本高美光警告：需投入巨資才能滿足需求

凤凰网科技

美光科技美股盤後跌幅擴大至6%

每日经济新闻

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

美光科技第二季度業績經調整營收238.6億美元

每日经济新闻

美光新加坡高端封裝廠2027年投產 HBM產能將獲顯著提升

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

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

美光科技預測2026年服務器出貨量將實現低雙位數增長

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

美光科技2027財年建設相關資本支出將激增超100億美元

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09:13","pubTimestamp":1773882790,"startTime":"0","endTime":"0","summary":"公司披露本财年资本支出将超250亿美元，2027财年再增逾100亿美元，双双超出市场预期。分析认为本次财报后的股价回调，更多反映的是市场对高估值与高资本开支组合下盈利可持续性的重新审视。此外英伟达将在多大程度上依赖美光供应HBM4也是市场未来关注的焦点。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3767875","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3767875","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":["LU0719512351.SGD","BK4533","LU2089985449.USD","LU0203347892.USD","LU0154236417.USD","LU2931357623.SGD","BK4579","GB00BDT5M118.USD","LU2250418816.HKD","MULL","BK4553","LU2054465674.USD","BK4141","LU0056508442.USD","LU1852331112.SGD","LU1316542783.SGD","BK4566","BK4527","LU0082616367.USD","LU0889566641.SGD","IE00B19Z3B42.SGD","BK4543","LU0203345920.USD","LU0274383776.USD","LU0792757196.USD","LU2048586759.USD","IE0002270589.USD","IE00B5949003.HKD","LU0081259029.USD","BK4585","LU0157215616.USD","LU1267930813.SGD","LU2458330169.SGD","MUD","IE00B19Z3581.USD","LU0642271901.SGD","LU2211815571.USD","LU1323610961.USD","LU1366333091.USD","LU0127658192.USD","IE00B7SZLL34.SGD","BK4605","LU0889565833.HKD","LU2286300806.USD","BK4588","LU1803068979.SGD","IE0009356076.USD","LU2360106780.USD","BK4554","BK4532","LU2458330243.SGD","LU0109392836.USD","BK4575","BK4512","MU"],"gpt_icon":1},{"id":"2620079291","title":"美光電話會：AI將存儲重塑為「戰略資產」！應對缺貨必須燒錢建廠並首籤5年長單，HBM4直供英偉達","url":"https://stock-news.laohu8.com/highlight/detail?id=2620079291","media":"华尔街见闻","labels":["corporation","productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620079291?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 09:00","pubTimestamp":1773882048,"startTime":"0","endTime":"0","summary":"美光科技最新财报表现强劲，但超250亿美元的巨额资本支出计划引发市场对成本的担忧，导致股价盘后下跌。为应对结构性缺货并锁定需求，美光打破一年期协议传统，签署了首个五年期战略协议，并确认HBM4已量产供应英伟达。受AI需求驱动，公司预计第三财季毛利率将高达81%，强调存储芯片已成为“AI时代的决定性战略资产”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3767879","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3767879","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1935043023.USD","LU2168564495.EUR","SG9999015952.SGD","IE000YTNTUN2.SGD","LU0444973449.USD","MUD","NVDB","LU0096362180.USD","LU2433249047.HKD","LU2505996509.AUD","NVD3.UK","NVDU","NVII","MU","LU0124676726.USD","BK4598","LU2065169927.USD","LU1951198990.SGD","ANV","2NVD.UK","3NVD.UK","LU0203202063.USD","MULL","NVDG","IE00BJJMRY28.SGD","NVDY","SNVD.UK","NVDS","SG9999001424.SGD","NVDS.UK","LU2430703251.USD","NVIW.SI","SG9999018865.SGD","DIPS","LU2097344357.USD","LU2249611893.SGD","HK0000914660.USD","NVD","BK4548","LU1280957306.USD","LU1720051108.HKD","NVDD","NVDW","NVD2.UK","NVDX","LU1202635105.USD","NVDQ"],"gpt_icon":1},{"id":"2620429103","title":"存儲芯片巨頭，最新業績公布","url":"https://stock-news.laohu8.com/highlight/detail?id=2620429103","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620429103?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 08:45","pubTimestamp":1773881100,"startTime":"0","endTime":"0","summary":"　　美东时间周三盘后，美国存储芯片大厂美光公司发布了最新季度财报。　　财报显示，在截至2月末的2026财年第二财季，公司营收几乎增长了两倍，超出分析师预期，其给出的下一季度业绩指引也远超市场预期。过去一年中，该公司股价已经累计上涨超过350%。　　在AI热潮下，市场对于存储芯片需求暴增，美光科技业绩因此水涨船高。","market":"fut","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://finance.sina.com.cn/wm/2026-03-19/doc-inhrnqzs4185998.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","symbols":["LU2286300806.USD","LU0274383776.USD","LU0889566641.SGD","GB00BDT5M118.USD","BK4554","LU0719512351.SGD","MU","MULL","BK4566","IE0002270589.USD","LU1366333091.USD","LU2054465674.USD","LU2211815571.USD","BK4527","BK4543","BK4588","BK4579","LU0642271901.SGD","LU1323610961.USD","IE00B5949003.HKD","BK4575","BK4532","BK4585","BK4141","IE00B7SZLL34.SGD","LU0203345920.USD","LU0127658192.USD","LU1852331112.SGD","LU2458330169.SGD","LU0056508442.USD","BK4533","MUD","LU1803068979.SGD","LU2048586759.USD","BK4553","LU2458330243.SGD","LU1316542783.SGD","LU0082616367.USD","LU0889565833.HKD","LU2360106780.USD","LU1267930813.SGD","LU0154236417.USD","IE0009356076.USD","LU0157215616.USD","IE00B19Z3B42.SGD","LU0109392836.USD","LU2931357623.SGD","LU0203347892.USD","LU0081259029.USD","LU2250418816.HKD","BK4605","BK4512","LU2089985449.USD","IE00B19Z3581.USD","LU0792757196.USD"],"gpt_icon":1},{"id":"2620291667","title":"今日市場回顧：中東緊張局勢升温與通脹擔憂導致全球市場重挫。","url":"https://stock-news.laohu8.com/highlight/detail?id=2620291667","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620291667?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 08:36","pubTimestamp":1773880595,"startTime":"0","endTime":"0","summary":"由于高通胀和中东冲突，美联储维持利率不变，美股走低。原油价格逼近110美元，美光（Micron）与Cloudflare股价波动。请持续关注地缘政治风险及科技股财报。","market":"hk","thumbnail":"https://resource.tradingkey.com/uploads/20260120/TradingKey_-EN_optimized_150-af50e3d803094b2981fdc0ce98cb441f.png","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260120/TradingKey_-EN_optimized_150-af50e3d803094b2981fdc0ce98cb441f.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/stocks/261696729-market-recap-oil-middle-east-conflict-supply-disruptions-ai-us-israel-iran-inflation-fed-tradingkey","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":["LU2250418816.HKD","LU2098885051.SGD","LU1929549753.HKD","LU0198837287.USD","MESmain","LU1366333091.USD","DAMD","LU1989764664.SGD","LU2381873111.SGD","BK4512","AMDU","BK4581","BK4553","LU0612318971.USD","PLUL","BK4551","LU0122376428.USD","LU0203347892.USD","LU2458330169.SGD","LU2065171402.SGD","IE0002270589.USD","LU0963586101.USD","LU1489326972.SGD","COIG","BK4614","LU0234572021.USD","ESmain","LU1894683348.USD","LU0274383776.USD","BK4541","BK4141","LU1718418525.SGD","LU0823414478.USD","LU1861558580.USD","CONY","LU2237438978.USD","LU0878866978.SGD","LU0208291251.USD","LU0417517546.SGD","BK4549","LU0868494708.USD","LU2133065610.SGD","XOMO","BK4532","LU2360106780.USD","IE00BMPRXN33.USD","LU0630314457.HKD","LU0300736492.USD","LU0320765646.SGD","LU0979878070.USD","LU1303367103.USD","LU2430703251.USD","LU1880398554.USD","BK4535","BK4534","BK4550","LU0795875169.SGD","SG9999015341.SGD","LU1116320901.HKD","LU0787776722.HKD","LU0683600562.USD","COIA","BK4559","BK4592","BK4607","LU1066051498.USD","COIO","LU2602419157.SGD","LU2505996681.GBP","IE00B5949003.HKD","LU0266512127.USD","LU2129689605.HKD","LU2430703095.HKD","LU1150488218.USD","BK4504","IE00B19Z3B42.SGD","LU2048586759.USD","LU0345770993.USD","LU0345780950.USD","COYY","LU0345781412.USD","LU1861559042.SGD","LU0719512351.SGD","LU0068578508.USD","SG9999014567.USD","IE000M9KFDE8.USD","BK4516","TMF","LU2087621335.USD","LU1861220207.SGD","BK4527","LU1803068979.SGD","LU2931357623.SGD","LU2129689514.USD","BK4570","LU0203345920.USD","SSO","BK4220","BK4566","LU0823434740.USD","NETG","AMDG","SPXU","LU2505996509.AUD","LU1923623000.USD","SG9999014542.SGD","VOO","LU0070302665.USD","LU0654597011.USD","LU1732800096.USD","BK4554","COIW","SG9999014575.USD","LU1066053197.SGD","LU0070217475.USD","SOFA","AMDD","IE0004445239.USD","LU2065170008.USD","SOFX","LU1430597077.USD","CONI","LU1674673428.USD","IE00BWXC8680.SGD","LU0889565833.HKD","LU1582987324.SGD","LU0098860793.USD","LU0390134368.USD","LU1720051017.SGD","FIAT","LU2498475776.HKD","LU2249611893.SGD","IE00B2Q91V27.USD","LU0642271901.SGD","LU2592432038.USD","SG9999014559.SGD","IE0009356076.USD","LU0345770308.USD","LU0942090050.USD","IE00B19Z3581.USD","BK4548","LU0256331488.USD","BK4116","BK4096","LU2129689431.USD","LU1150488135.SGD","LU0265550946.USD","LU0792757196.USD","LU1064131342.USD","LU1861217088.USD","BK4166","BK4573","LU1674673691.USD","LU1732799900.SGD","LU0466842654.USD","LU1116320737.USD","LU2054465674.USD","LU0056508442.USD","BK4529","LU0612318385.USD","BK4579","LU0795875086.SGD","SG9999015358.SGD","SG9999001440.SGD","XOMX","LU0912757837.SGD","BK4103","BK4533","LU1988902786.USD","SG9999002224.SGD","SDS","LU1242518857.USD","LU1323610961.USD","BK4575","IE00B7SZLL34.SGD","LU0788109394.HKD","LU0889566641.SGD","BK4560","LU1242518931.SGD","BK4543","BK4600","LU2347655156.SGD","LU1496350171.SGD","IE00BGHQF524.EUR","LU0149725797.USD","LU0266512473.USD","IE00BFXG1179.USD","LU0278409577.USD","OEF","LU1894683264.USD","LU2065169927.USD","LU1951198990.SGD","BK4595","LU0456854461.SGD","LU0823421333.USD","LU1582986433.USD","SH","BK4613","LU0300736062.USD","BK4588","LU2430703178.SGD","LU0368265418.SGD","IVV","AMYY","IE00BKDWB100.SGD","LU0320765489.SGD","IE00B3CCJ963.GBP","LU0082616367.USD","LU2355687059.USD","LU2065171311.SGD","BK4170","BK4612","LU2286300806.USD","BK4539","LU0256863811.USD","LU1951200564.SGD","SPY","OEX","LU1267930813.SGD","AMDY","LU1839511570.USD","LU0823434583.USD","LU0154236417.USD",".SPX","LU2211815571.USD","LU2357305700.SGD","BK4585","LU1582987597.SGD","BK4596","LU0157215616.USD","LU0433182093.SGD","MUD","LU1074936037.SGD","LU0265550359.USD","LU0127658192.USD","LU1548497426.USD","HK0000934320.USD","LU1316542783.SGD","AMUU","LU1496350502.SGD","IE0034235303.USD","IE00BMPRXR70.SGD","LU2458330243.SGD","CONX","LU1883866441.USD","UPRO","LU1880398471.USD","LU0823421416.USD","BK4605","SPYI","LU1582986359.USD","LU0640476718.USD","LU0985489474.SGD","MULL","LU0109392836.USD","LU1162221912.USD","LU1778281490.HKD","LU0081259029.USD","NETX","LU0054578231.USD","LU2360107671.USD","AMDW","GB00BDT5M118.USD","BK42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Holdings跌近3%，第四季度营收猛增，但亏损超市场预期；","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4543","LU1366333091.USD","LU2458330169.SGD","LU0109392836.USD","LU2211815571.USD","LU1267930813.SGD","BK4575","LU0889566641.SGD","BK4527","BK4533","LU0154236417.USD","IE0009356076.USD","BK4585","LU1323610961.USD","LU0082616367.USD","LU2089985449.USD","LU2250418816.HKD","LU0719512351.SGD","LU0274383776.USD","LU1316542783.SGD","IE00B19Z3B42.SGD","BK4579","BK4141","BK4512","BK4553","LU1803068979.SGD","LU2286300806.USD","MU","LU2048586759.USD","MUD","LU0157215616.USD","BK4554","BK4566","MULL","IE00B19Z3581.USD","IE00B5949003.HKD","LU0081259029.USD","LU2458330243.SGD","LU0056508442.USD","BK4588","LU1852331112.SGD","LU0127658192.USD","LU0203347892.USD","LU2360106780.USD","LU0642271901.SGD","LU0792757196.USD","LU0889565833.HKD","SWMR","MUU","SNDK","LU0203345920.USD","LU2931357623.SGD","IE00B7SZLL34.SGD","LU2054465674.USD","BK4532","GB00BDT5M118.USD","IE0002270589.USD","BK4605"],"gpt_icon":0},{"id":"2620295738","title":"內存荒緩解成本高 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":"hk","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":["BK4527","LU2931357623.SGD","BK4566","GB00BDT5M118.USD","MU","IE00B5949003.HKD","LU0056508442.USD","BK4585","BK4605","LU1267930813.SGD","BK4533","LU2211815571.USD","LU1323610961.USD","LU0203347892.USD","BK4554","LU1316542783.SGD","MULL","LU2286300806.USD","LU1366333091.USD","IE00B7SZLL34.SGD","LU0154236417.USD","LU0889565833.HKD","LU2054465674.USD","BK4579","LU0719512351.SGD","BK4141","BK4532","IE0009356076.USD","LU0274383776.USD","LU2250418816.HKD","LU0081259029.USD","LU0127658192.USD","LU1803068979.SGD","LU0642271901.SGD","BK4575","LU0157215616.USD","LU2089985449.USD","LU0203345920.USD","BK4553","LU0889566641.SGD","LU2048586759.USD","LU2458330169.SGD","IE00B19Z3581.USD","LU0082616367.USD","BK4512","IE00B19Z3B42.SGD","LU0792757196.USD","MUD","BK4543","LU0109392836.USD","LU2360106780.USD","LU1852331112.SGD","IE0002270589.USD","LU2458330243.SGD","BK4588"],"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 06:45","pubTimestamp":1773873902,"startTime":"0","endTime":"0","summary":"美光科技美股盘后跌幅扩大至6%","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603193676438950.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/202603193676438950.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0792757196.USD","LU2054465674.USD","LU0082616367.USD","LU2931357623.SGD","MU","LU0203347892.USD","IE00B5949003.HKD","LU0889565833.HKD","BK4527","LU1323610961.USD","BK4512","LU2250418816.HKD","MULL","BK4532","LU0889566641.SGD","LU2048586759.USD","IE00B7SZLL34.SGD","LU1316542783.SGD","LU1803068979.SGD","LU2211815571.USD","LU1366333091.USD","BK4533","BK4588","BK4553","LU0109392836.USD","LU1267930813.SGD","LU1852331112.SGD","LU2458330169.SGD","BK4575","MUD","LU0157215616.USD","LU0642271901.SGD","LU2458330243.SGD","BK4566","LU2360106780.USD","BK4554","BK4585","BK4543","LU0719512351.SGD","LU2286300806.USD","LU0154236417.USD","LU0056508442.USD","IE00B19Z3B42.SGD","IE0009356076.USD","LU0274383776.USD","GB00BDT5M118.USD","BK4141","LU2089985449.USD","LU0081259029.USD","BK4605","LU0127658192.USD","BK4579","LU0203345920.USD","IE00B19Z3581.USD","IE0002270589.USD"],"gpt_icon":0},{"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":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"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":["BK4585","IE00B5949003.HKD","LU1803068979.SGD","LU0889565833.HKD","LU1323610961.USD","LU1366333091.USD","LU1852331112.SGD","LU2286300806.USD","LU0109392836.USD","BK4533","MU","BK4527","IE0009356076.USD","BK4575","IE00B19Z3581.USD","IE0002270589.USD","BK4579","BK4553","LU0642271901.SGD","MUD","LU0081259029.USD","IE00B19Z3B42.SGD","LU0792757196.USD","BK4554","LU0203347892.USD","LU1267930813.SGD","GB00BDT5M118.USD","IE00B7SZLL34.SGD","LU2089985449.USD","LU0203345920.USD","LU2211815571.USD","LU0889566641.SGD","LU0719512351.SGD","LU1316542783.SGD","LU2048586759.USD","BK4566","LU2458330169.SGD","LU0154236417.USD","MULL","BK4543","BK4588","LU0127658192.USD","BK4512","BK4141","LU0056508442.USD","LU2054465674.USD","LU2360106780.USD","LU2458330243.SGD","BK4532","LU0082616367.USD","LU0157215616.USD","BK4605","LU2250418816.HKD","LU2931357623.SGD","LU0274383776.USD"],"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":"us","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":null,"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":["BK4588","LU2054465674.USD","LU1267930813.SGD","LU2250418816.HKD","LU1803068979.SGD","BK4554","LU0274383776.USD","MUD","BK4575","LU0154236417.USD","LU2931357623.SGD","LU0082616367.USD","IE00B19Z3581.USD","BK4527","BK4512","LU2286300806.USD","LU2211815571.USD","LU0792757196.USD","LU2458330169.SGD","BK4566","GB00BDT5M118.USD","BK4543","BK4553","LU0203345920.USD","IE00B5949003.HKD","LU1323610961.USD","IE0009356076.USD","LU0127658192.USD","LU0157215616.USD","LU0203347892.USD","BK4533","LU0719512351.SGD","LU0642271901.SGD","IE0002270589.USD","MU","IE00B19Z3B42.SGD","LU1316542783.SGD","LU0889566641.SGD","LU2048586759.USD","BK4605","BK4579","LU2360106780.USD","MULL","LU2089985449.USD","IE00B7SZLL34.SGD","BK4532","BK4585","LU0109392836.USD","LU0081259029.USD","LU1366333091.USD","LU1852331112.SGD","LU0056508442.USD","BK4141","LU2458330243.SGD","LU0889565833.HKD"],"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":["LU0056508442.USD","LU0274383776.USD","LU2089985449.USD","LU0203345920.USD","LU0889566641.SGD","MU","BK4543","IE00B7SZLL34.SGD","GB00BDT5M118.USD","IE00B19Z3B42.SGD","MUU","LU0889565833.HKD","MUD","IE0002270589.USD","LU0081259029.USD","LU2048586759.USD","LU0203347892.USD","LU1852331112.SGD","LU0127658192.USD","IE00B5949003.HKD","LU0109392836.USD","MULL","LU2931357623.SGD","BK4553","LU1316542783.SGD","BK4585","BK4141","LU2286300806.USD","LU0642271901.SGD","LU1366333091.USD","BK4579","LU0082616367.USD","BK4532","LU1803068979.SGD","LU2458330243.SGD","LU2054465674.USD","IE0009356076.USD","LU0157215616.USD","BK4566","LU0792757196.USD","LU0719512351.SGD","BK4527","LU0154236417.USD","LU2360106780.USD","LU2458330169.SGD","BK4554","BK4533","BK4588","LU2250418816.HKD","IE00B19Z3581.USD","LU2211815571.USD","BK4605","LU1323610961.USD","BK4512","LU1267930813.SGD","BK4575"],"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 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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":"","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":["LU0792757196.USD","LU2054465674.USD","LU0082616367.USD","LU2931357623.SGD","MU","LU0203347892.USD","IE00B5949003.HKD","LU0889565833.HKD","BK4527","LU1323610961.USD","BK4512","LU2250418816.HKD","MULL","BK4532","LU0889566641.SGD","LU2048586759.USD","IE00B7SZLL34.SGD","LU1316542783.SGD","LU1803068979.SGD","LU2211815571.USD","LU1366333091.USD","BK4533","BK4588","MUU","BK4553","LU0109392836.USD","LU1267930813.SGD","LU1852331112.SGD","LU2458330169.SGD","BK4575","MUD","LU0157215616.USD","LU0642271901.SGD","LU2458330243.SGD","BK4566","LU2360106780.USD","BK4554","BK4585","BK4543","LU0719512351.SGD","LU2286300806.USD","LU0154236417.USD","LU0056508442.USD","IE00B19Z3B42.SGD","IE0009356076.USD","LU0274383776.USD","GB00BDT5M118.USD","BK4141","LU2089985449.USD","LU0081259029.USD","BK4605","LU0127658192.USD","BK4579","LU0203345920.USD","IE00B19Z3581.USD","IE0002270589.USD"],"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":"","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":["LU0642271901.SGD","LU0127658192.USD","LU2089985449.USD","LU0719512351.SGD","LU2286300806.USD","IE00B19Z3B42.SGD","IE00B19Z3581.USD","BK4588","BK4605","BK4533","GB00BDT5M118.USD","BK4566","BK4527","BK4585","LU0109392836.USD","LU0203345920.USD","LU1852331112.SGD","BK4141","LU0056508442.USD","LU0274383776.USD","LU1316542783.SGD","LU2458330243.SGD","LU1267930813.SGD","LU1323610961.USD","LU2211815571.USD","LU0154236417.USD","LU2931357623.SGD","IE0009356076.USD","LU0889566641.SGD","LU2250418816.HKD","IE00B7SZLL34.SGD","LU2458330169.SGD","MULL","BK4579","IE00B5949003.HKD","IE0002270589.USD","LU0081259029.USD","LU2048586759.USD","BK4553","LU0157215616.USD","LU2360106780.USD","LU1803068979.SGD","LU1366333091.USD","MUD","BK4512","BK4554","MUU","MU","BK4532","BK4543","LU0082616367.USD","LU2054465674.USD","BK4575","LU0889565833.HKD","LU0203347892.USD","LU0792757196.USD"],"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":"","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":["IE0009356076.USD","LU0056508442.USD","IE00B5949003.HKD","LU2054465674.USD","LU0889565833.HKD","LU0127658192.USD","IE0002270589.USD","IE00B7SZLL34.SGD","LU0203345920.USD","GB00BDT5M118.USD","LU0109392836.USD","LU0792757196.USD","BK4141","BK4512","BK4566","LU1316542783.SGD","LU1323610961.USD","LU0719512351.SGD","MUU","BK4532","LU1803068979.SGD","BK4527","LU2286300806.USD","BK4579","LU2360106780.USD","LU0081259029.USD","LU2089985449.USD","LU2048586759.USD","LU2458330243.SGD","BK4543","MUD","MULL","BK4553","IE00B19Z3581.USD","LU0082616367.USD","LU0154236417.USD","LU0274383776.USD","LU1366333091.USD","LU0203347892.USD","BK4605","LU0889566641.SGD","LU2211815571.USD","BK4554","LU2931357623.SGD","MU","BK4533","LU2250418816.HKD","IE00B19Z3B42.SGD","LU0157215616.USD","LU2458330169.SGD","BK4585","LU1267930813.SGD","BK4575","LU1852331112.SGD","BK4588","LU0642271901.SGD"],"gpt_icon":1},{"id":"1112423817","title":"美光科技2027財年建設相關資本支出將激增超100億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1112423817","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112423817?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 04:09","pubTimestamp":1773864585,"startTime":"0","endTime":"0","summary":"美光科技在最新发布的财报前瞻声明中预计，2027财年建设相关资本支出将较上年增加超过100亿美元。据悉，美光此次增加的资本支出将主要用于新建先进制程芯片制造工厂和升级现有生产线。分析师指出，如此大规模的资本支出增加可能会在短期内对美光的自由现金流产生压力。半导体行业分析师表示，美光此次资本支出计划符合行业发展趋势。美光的投资计划不仅有助于满足市场需求，也将增强其在全球供应链中的战略地位。","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":["BK4532","LU0056508442.USD","LU0642271901.SGD","LU1323610961.USD","BK4566","LU2054465674.USD","LU0109392836.USD","BK4585","LU2211815571.USD","LU2458330169.SGD","LU0203345920.USD","LU1316542783.SGD","LU0127658192.USD","IE0009356076.USD","LU2360106780.USD","MUU","LU2286300806.USD","LU0154236417.USD","LU0157215616.USD","IE00B19Z3581.USD","LU0719512351.SGD","LU1852331112.SGD","LU2931357623.SGD","LU2250418816.HKD","MU","LU0081259029.USD","LU0082616367.USD","LU0889565833.HKD","IE0002270589.USD","IE00B7SZLL34.SGD","BK4141","LU0889566641.SGD","MUD","LU2458330243.SGD","BK4575","LU0792757196.USD","LU0274383776.USD","IE00B19Z3B42.SGD","LU1803068979.SGD","LU2089985449.USD","MULL","BK4588","IE00B5949003.HKD","BK4553","LU1366333091.USD","LU1267930813.SGD","BK4512","LU2048586759.USD","BK4579","BK4527","LU0203347892.USD","GB00BDT5M118.USD","BK4554","BK4543","BK4605","BK4533"],"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":199,"code":"91000000","status":"200"}]}}