美光业绩炸裂，第三财季美光EPS增超12倍，和营收分别较市场预期高22%和16%，毛利率84.9%、为一年前两倍多，均再创单季新高；核心数据中心营收也新高，同比增6.5倍、较预期高近70%。第四财季美光营收指引又新高、指引中值较预期高近16%，EPS指引中值较预期高22%，资本支出指引较预期高12%。美光预计存储芯片供应紧张2028年逐步改善，不清楚何时供应赶上需求。
受业绩推动，美光夜盘大升16%。
存储概念、芯片股夜盘亦集体拉升，闪迪涨12%，西部数据涨12%，DRAM涨14%，希捷科技涨超5%，EWY涨超6%。 ARM Holdings夜盘涨6%，AMD涨3%，博通涨3%。
高通全面进军AI数据中心：Meta签多代CPU大单、微软部署HBC芯片，料2029财年非手机业务营收指引大幅上调91%至400亿美元。夜盘涨12%。
黄仁勋英伟达股东大会释放重磅信号：AI工厂时代来临，智能体重塑计算格局。英伟达夜盘涨0.8%。
「迷因股」温蒂汉堡夜盘续升6%，该股周三收升25%
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.