美光
凤凰网科技讯 北京时间3月19日，据彭博社报道，内存芯片巨头美光科技周三警告称，为满足激增的市场需求，公司将需在产能上投入巨资。这一表态给该公司整体乐观的业绩预测蒙上了一层阴影。
美光在周三发布的季度财报中表示，2026财年(截至今年8月)资本支出将超过250亿美元，超出分析师预计的224亿美元。美光还补充道，2027财年支出将同比增加逾100亿美元。
“我们预计2027财年资本支出将显著增加。”美光CEO桑杰·梅赫罗特拉(Sanjay Mehrotra)在电话会议上表示。
这一巨额支出反映出美光为满足市场对其内存芯片的旺盛需求而付出的代价，尤其是AI计算所用的高带宽内存。尽管美光销售额预计将持续飙升，但最新财报却遭遇投资者冷遇，股价一度下跌4.9%至每股439美元。(作者/箫雨)
更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.