【报告导读】1.AI需求驱动的存储芯片市场回暖，美光业绩大超市场预期。2.HBM供应紧张，FY2026资本支出预计超200亿。3.存储受益于AI需求，持续看好这轮存储行业上行周期。核心观点AI需求驱动的存储芯片市场回暖，美光业绩大超市场预期。美光近期公布了FY26Q1财报，业绩和指引均超市场预期，从业绩来看，单季度实现收入136亿美元，yoy：+57%，qoq：+21%，毛利率57%，qoq：+...
Source Link【报告导读】1.AI需求驱动的存储芯片市场回暖，美光业绩大超市场预期。2.HBM供应紧张，FY2026资本支出预计超200亿。3.存储受益于AI需求，持续看好这轮存储行业上行周期。核心观点AI需求驱动的存储芯片市场回暖，美光业绩大超市场预期。美光近期公布了FY26Q1财报，业绩和指引均超市场预期，从业绩来看，单季度实现收入136亿美元，yoy：+57%，qoq：+21%，毛利率57%，qoq：+...
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