存储芯片龙头美光科技提出乐观展望,本季财测高于市场预期,押注AI发展竞赛继续带旺HBM需求,同时预期DRAM等供应紧俏的情况会延续至明年。超预期!HBM营收成长至近20亿美元美光预期本季营收约125亿美元,高于分析师平均预估的119亿美元;若剔除部分项目,预估每股盈利3.75美元,高于市场预期的3.05美元。同时预测,调整后毛利率将达51.5%,远高于市场预期的45.9%。毛利率提升是因为定价优于...
Source Link存储芯片龙头美光科技提出乐观展望,本季财测高于市场预期,押注AI发展竞赛继续带旺HBM需求,同时预期DRAM等供应紧俏的情况会延续至明年。超预期!HBM营收成长至近20亿美元美光预期本季营收约125亿美元,高于分析师平均预估的119亿美元;若剔除部分项目,预估每股盈利3.75美元,高于市场预期的3.05美元。同时预测,调整后毛利率将达51.5%,远高于市场预期的45.9%。毛利率提升是因为定价优于...
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