美股异动丨美光夜盘狂飙18%!2倍做多暴涨36%!大行目标价直指2000美元

中金财经
Jun 25

  美光科技在目前的美股夜盘交易中涨幅不断扩大,一度涨近19%至1242.99美元,2倍做多MU(MUU.US)夜盘飙升超36%。   美光盘后公布第三财季显示,毛利率达到84.9%,较上季度的74.9%大幅跃升,较一年前的39%更是翻逾一倍。这一数字已超越美国所有主要科技公司。美光还预计,第四财季毛利率将进一步升至约86%。除毛利率之外,美光的营收和净利润同样创下公司成立48年来的历史纪录。第三财季营收达414.6亿美元,较上季度增加逾200亿美元——而上季度本身已是公司历史最高纪录。净利润为282.4亿美元,较此前历史高点增长逾100%,而此前高点同样是上季度刚刚创下的。   业绩公布后,摩根大通将美光科技目标价从550美元上调至1540美元,海纳国际将美光目标价从1750美元上调至2000美元。                 

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