点击招商研究小程序查看PDF报告原文事件：美光于12月18日公布FY26Q1财报，营收136.4亿美元，同比+57%/环比+21%；毛利率56.8%，同比+11.1pcts/环比+11pcts。评论：1、FY26Q1收入和毛利率均超指引上限，盈利能力同环比大幅提升。FY26Q1收入136.4亿美元，同比+57%/环比+21%，超指引上限（125±3亿美元）；毛利率56.8%，同比+11.1pcts...
Source Link点击招商研究小程序查看PDF报告原文事件：美光于12月18日公布FY26Q1财报，营收136.4亿美元，同比+57%/环比+21%；毛利率56.8%，同比+11.1pcts/环比+11pcts。评论：1、FY26Q1收入和毛利率均超指引上限，盈利能力同环比大幅提升。FY26Q1收入136.4亿美元，同比+57%/环比+21%，超指引上限（125±3亿美元）；毛利率56.8%，同比+11.1pcts...
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