行情直击10-01
10月1日，美光科技盘中下跌3.07%，报1032.05美元/股，成交额124.86亿美元。
消息面上，美光科技于前一交易日盘后发布第四财季财报，营收542.3亿美元，同比增长379%，调整后每股收益33.42美元，均超市场预期；下一财季营收指引约615亿美元，亦高于分析师预期的568亿美元。公司CEO表示已签署26项长协锁定约1500亿美元长期订单，并称明后年存储供需将更紧缺。然而市场呈现典型的利好兑现走势——美光年内股价此前已飙升逾237%，高盛维持中性评级，期权市场此前亦出现大额看空押注，大资金集中押注1070美元上方空间受限。尽管多家投行上调目标价，但当前股价对超预期业绩的定价已较为充分，短线资金获利了结压力显著。
美光科技是全球领先的内存和存储解决方案提供商，产品涵盖DRAM、NAND、NOR等，广泛应用于数据中心、AI及汽车等领域。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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