在刚刚过去的一周，五连跌的美光科技（MU），让投资者经历了一段焦灼的时光。然而，周三盘后公布的2026财年Q1财报，彻底点燃了AI存储赛道的信心，也给市场传递了一个信息：AI内存，远比想象中更紧缺，也更值钱。MU盘后股价应声大涨逾9%，触及246.50美元。一、Q1业绩全面碾压预期美光本季度的表现可以用“卓越”二字形容，几乎所有核心财务指标均打破了历史纪录。营收：136亿美元，同比增长57%，不仅...
Source Link在刚刚过去的一周，五连跌的美光科技（MU），让投资者经历了一段焦灼的时光。然而，周三盘后公布的2026财年Q1财报，彻底点燃了AI存储赛道的信心，也给市场传递了一个信息：AI内存，远比想象中更紧缺，也更值钱。MU盘后股价应声大涨逾9%，触及246.50美元。一、Q1业绩全面碾压预期美光本季度的表现可以用“卓越”二字形容，几乎所有核心财务指标均打破了历史纪录。营收：136亿美元，同比增长57%，不仅...
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