美光电话会:AI将存储重塑为“战略资产”!应对缺货必须烧钱建厂并首签5年长单,HBM4直供英伟达

华尔街见闻
Mar 19

3月18日,美光科技2026财年第二季度财报显示,公司营收同比增长将近两倍至约239亿美元,毛利率飙升至创纪录的75%,并给出了第三财季高达81%的毛利率指引。同时,美光宣布2026财年资本支出将超过250亿美元,且2027财年的建筑相关支出将同比增加超100亿美元。美光盘后股价先涨后跌,最大跌幅近5%。 市场的核心分歧点在于“钱”。在随后美光举行的电话会上,投资者最关心的问题集中在三个方面:为何...

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