美光科技盘前由升转跌,超预期的财季业绩、下季指引仍不能令市场满意
格隆汇10-01
美光科技股价在盘前交易时段由升转跌,现跌0.60%,报1058.71美元/股,此前该公司发布季度业绩。
美东时间周三盘后,美光科技公布2026财年第四财季及2026财年全年财报。美光受益于AI数据中心的旺盛需求和存储涨价,第四财季营收、毛利率均高于市场预期,下一财季营收指引也高于分析师预期。美光科技第四财季营收542.3亿美元,高于分析师预期的514.9亿美元;下一财季营收指引约615亿美元,高于分析师预期的568亿美元。核心数据中心业务营收180.0亿美元,环比增长约56%,同比增长约1042%,毛利率90%,为营收最高的业务单元,占总营收约三分之一。

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