智通财经APP获悉，周五，美光科技(MU.US)跌逾7%，报95.18美元。美光科技首席财务官Mark Murphy2月13日曾表示，预计公司2025财年第三财季毛利率将下降。他预期，截至5月底季度毛利率将较上一季下降数个百分点，此前市场预期毛利率将持平。美光在许多消费领域销量优于预期，但利润率较低的业务占该季整体业务结构中更大比重。今年年初，以消费者为中心的业务的价格亦已下调。
今日，美光科技公布了2025财年第二季度财报，业绩稳健。每股收益1.56美元，超出分析师预期的1.43美元。销售额同比增长38.3%，达到80.5亿美元，也超过了预期的79亿美元。
该公司报告调整后营业利润率为22%，运营现金流为39.4亿美元，而上一季度为32.4亿美元，去年同期为12.2亿美元。美光科技首席执行官Sanjay Mehrotra将强劲的业绩归功于数据中心销售的增长。他还强调了美光在内存技术方面取得的进步，并预测下一季度的收入将创公司纪录，预计在86亿至90亿美元之间，中值显著高于预期的84.8亿美元。
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