(原标题:HBM 放量在即,美光能否乘胜追击?)$美光科技(NASDAQ|MU)$于北京时间 2025 年 6 月 26 日早的美股盘后发布了 2025 财年第三季度财报(截止 2025 年 5 月),要点如下:1.整体业绩:$美光科技(MU.US)本季度营收 93 亿美元,环比增长 15.5%,好于市场预期(88.5 亿美元),预期差主要来自于 NAND 出货增加和 HBM 增长的带动。其中...
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