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美光一财季营收指引超预期 AI需求持续强劲

格隆汇10-01

美光科技(MU.O)2026财年Q4营收542.29亿美元,去年同期113.15亿美元,市场预期505.84亿美元。美光科技还给出了超出预期的当前季度销售预测,因为人工智能的快速发展推动了前所未有的需求。该公司在周三的声明中表示,预计下一财年第一季度的收入将约为600亿美元至630亿美元,分析师平均预计为568亿美元。扣除某些项目后,利润将约为每股38.15美元,而预测为36.02美元。报告发布后,股价在盘后交易中上涨不到1%。摩根士丹利分析师表示:“我们认为,短期内的市场状况仍然非常好,强劲的需求和价格上涨显而易见。讨论的焦点显然已经从能好到什么程度转向了能保持多久的利好?”

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