核心观点事件：美光科技公布2026财年第一财季财报，营收136.4亿美元，同比增长57%，环比增长21%；经调整净利润为54.8亿美元，同比增长169%，环比增长58%，均超出市场预期。FY26Q1DRAMASP环比增长约20%，NANDASP环比增长约14%-16%。按Non-GAAP口径，公司指引FY26Q2收入中值187亿美元，环比+37.5%；毛利率中值68%，环比+11pcts，均超出...
Source Link核心观点事件：美光科技公布2026财年第一财季财报，营收136.4亿美元，同比增长57%，环比增长21%；经调整净利润为54.8亿美元，同比增长169%，环比增长58%，均超出市场预期。FY26Q1DRAMASP环比增长约20%，NANDASP环比增长约14%-16%。按Non-GAAP口径，公司指引FY26Q2收入中值187亿美元，环比+37.5%；毛利率中值68%，环比+11pcts，均超出...
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