内存芯片制造商美光科技在盘前交易中飙升17%，有望创下其历史上最大的单日涨幅之一。对于一只今年已上涨267%的股票而言，这样的表现尤为引人注目。
作为人工智能热潮中的宠儿之一，美光科技昨日公布的业绩为投资者提供了继续看好它的新理由——至少目前如此。公司表示，第二季度营收增长了四倍，并预计由于对其芯片的旺盛需求，这种快速增长将持续下去。
对投资者而言，一个尤为亮眼的信息是美光科技披露，其已签署了16份向客户供应芯片的长期协议，数量较过去大幅增加。分析师指出，这将有助于锁定价格和销量。
“这些协议让客户承诺接受供应，从而平滑了这个历来高度周期性的市场，”英国投资管理公司Quilter Cheviot的科技研究主管本·巴林杰在一份早间报告中写道。
他补充道：“如果这种做法得以推广，将支持更稳定的盈利状况和更高的估值倍数。”
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