异动解读 | 美光科技盘中大跌8.85%,大规模投资计划引发市场担忧

异动解读
Feb 05

美光科技(MU)今日盘中股价大幅下挫8.85%,引起了市场的广泛关注。

消息面上,美光科技宣布其位于新加坡的先进晶圆制造厂正式破土动工,并计划在未来十年投资约240亿美元以扩大产能。该工厂预计将于2028年下半年投产,旨在满足人工智能和数据驱动应用对NAND闪存不断增长的需求。然而,市场可能对这一巨额资本支出计划表示担忧,认为其可能对公司短期财务表现和现金流构成压力,从而影响了股价。

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