美光科技CEO：目前已锁定约1500亿美元长期订单 明后年存储市场供需将比2026年更紧缺

Like
Comment
Favorite

美光科技CEO：目前已锁定约1500亿美元长期订单明后年存储市场供需将比2026年更紧缺

格隆汇10-01

美光科技董事长兼CEO Sanjay Mehrotra在财报电话会上表示，美光目前已签署26项长协，锁定约1500亿美元长期订单，2027和2028年存储市场供需将比2026年更为紧缺，且“看不到供需恢复平衡的尽头”。

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.

Report

Comment

No comments yet

Most Discussed

7x24

All

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2672736608?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2026-10-01 10:07","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2672736608","market":"us","top_or_hot":-1,"title":"美光科技CEO：目前已锁定约1500亿美元长期订单 明后年存储市场供需将比2026年更紧缺","media":"格隆汇","content":"<html><body>美光科技董事长兼CEO Sanjay Mehrotra在财报电话会上表示，美光目前已签署26项长协，锁定约1500亿美元长期订单，2027和2028年存储市场供需将比2026年更为紧缺，且“看不到供需恢复平衡的尽头”。</body></html>","source":"live_gelonghui","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美光科技CEO：目前已锁定约1500亿美元长期订单 明后年存储市场供需将比2026年更紧缺</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美光科技CEO：目前已锁定约1500亿美元长期订单 明后年存储市场供需将比2026年更紧缺\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-01 10:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美光科技董事长兼CEO Sanjay Mehrotra在财报电话会上表示，美光目前已签署26项长协，锁定约1500亿美元长期订单，2027和2028年存储市场供需将比2026年更为紧缺，且“看不到供需恢复平衡的尽头”。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0274383776.USD","symbol_name":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2672736608","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2672736608","pubTimestamp":1790820423,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"美光科技董事长兼CEO Sanjay Mehrotra在财报电话会上表示，美光目前已签署26项长协，锁定约1500亿美元长期订单，2027和2028年存储市场供需将比2026年更为紧缺，且“看不到供需","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","RULE":"Adaptive Core ETF","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","XLK":"高科技指数ETF-SPDR","BK4532":"文艺复兴科技持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","BK4512":"苹果概念","BK4543":"AI","FTEC":"Fidelity MSCI Information Techno","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","SOXX":"iShares费城交易所半导体ETF","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4141":"半导体产品","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","PTF":"Invesco Dorsey Wright Technology Momentum ETF","CGGO":"Capital Group Global Growth Equity ETF","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","EFIV":"SPDR S&P 500 ESG ETF","LU0234570918.USD":"高盛全球核心股票组合Acc Close","MUD":"1倍做空MU ETF-Direxion","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","AIFD":"TCW Artificial Intelligence ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","MUG":"Leverage Shares 2X Long MU Daily ETF","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","VGT":"信息技术ETF-Vanguard","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","MULL":"2倍做多MU ETF-GraniteShares","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4554":"元宇宙及AR概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4553":"喜马拉雅资本持仓","SHOC":"Strive U.S. Semiconductor ETF","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","WLDR":"Affinity World Leaders Equity ETF","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","WUGI":"AXS Esoterica NextG Economy ETF","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","AIQ":"Global X Artificial Intelligence & Technology ETF","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","BK4588":"碎股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","SMH":"半导体指数ETF-HOLDRs","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","FXL":"First Trust Technology AlphaDEX Fund","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","DRMY":"XFUNDS Memory Income ETF","BAI":"iShares A.I. Innovation and Tech Active ETF","BOBP":"CORE16 Best of Breed Premier Index ETF","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","AIS":"VistaShares Artificial Intelligence Supercycle ETF","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TTXU":"Direxion Daily Technology Top 5 Bull 2X ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","PSI":"INVESCO SEMICONDUCTORS ETF","BK4566":"资本集团","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","MUU":"2倍做多MU ETF-Direxion","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IETC":"iShares U.S. Tech Independence Focused ETF","MIC":"2倍做多MU ETF-Corgi","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4605":"半导体精选","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","FDTX":"Fidelity Disruptive Technology ETF","JGRO":"Jpmorgan Active Growth ETF","MUYY":"GraniteShares YieldBOOSTMU ETF","DISK":"Tema Memory ETF","MUZ":"2倍做空MU ETF-Defiance","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4527":"明星科技股","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","FTXL":"First Trust Nasdaq Semiconductor ETF","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","EMSF":"Matthews Emerging Markets Sustainable Future Active ETF","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","BK4575":"芯片概念","CHPX":"Global X AI Semiconductor & Quantum ETF","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","MU":"美光科技","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","XNTK":"SPDR NYSE Technology ETF","IXN":"iShares Trust S&P Global Informa","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4579":"人工智能","USXF":"iShares ESG Advanced MSCI USA ETF","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SOXQ":"Invesco PHLX Semiconductor ETF"},"translate_title":"Micron Technology CEO: Approximately $150 billion in long-term orders have already been secured; supply and demand in the storage market will be tighter in the next two years than in 2026.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/840b01ad2479a2587f82647aee4bc25d","symbols_score_info":{"IXN":0.6,"MUZ":0.6,"BAI":0.6,"MULL":0.6,"TTXU":0.6,"LEGR":0.6,"WUGI":0.6,"FDTX":0.6,"CHAT":0.6,"MUD":0.6,"EMSF":0.6,"EGGY":0.6,"TRFK":0.6,"RULE":0.6,"ARTY":0.6,"SMU00main":0.6,"AIQ":0.6,"PSI":0.6,"DISK":0.6,"BOBP":0.6,"SMH":0.6,"JGRO":0.6,"FXL":0.6,"USXF":0.6,"SOXX":0.6,"MIC":0.6,"MUU":0.6,"FTXL":0.6,"SHOC":0.6,"VGT":0.6,"HBMX":0.6,"WLDR":0.6,"EFIV":0.6,"XLK":0.6,"CHPX":0.6,"AIFD":0.6,"AIS":0.6,"XNTK":0.6,"MUYY":0.6,"IETC":0.6,"CHPS":0.6,"DRMY":0.6,"FTEC":0.6,"PTF":0.6,"FAI":0.6,"CGGO":0.6,"SOXQ":0.6,"MU":1.97,"MUG":0.6},"content_text":"美光科技董事长兼CEO Sanjay Mehrotra在财报电话会上表示，美光目前已签署26项长协，锁定约1500亿美元长期订单，2027和2028年存储市场供需将比2026年更为紧缺，且“看不到供需恢复平衡的尽头”。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}

美光科技CEO：目前已锁定约1500亿美元长期订单 明后年存储市场供需将比2026年更紧缺

Comment

Most Discussed

7x24

美光科技CEO：目前已锁定约1500亿美元长期订单明后年存储市场供需将比2026年更紧缺