应交易所要求,美/港股行情延时15分钟展示,下载APP即可免费查看实时行情。
关闭
MU 美光科技
交易中 12-11 15:59:55 EST
258.51
-5.20
-1.97%
最高
262.85
最低
251.55
成交量
1,546万
今开
261.53
昨收
263.71
日振幅
4.29%
总市值
2,909亿
流通市值
2,882亿
总股本
11.25亿
成交额
39.84亿
换手率
1.39%
流通股本
11.15亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
法巴:巨头停产旧型号 美光、Sandisk直接受益全球抢货潮
格隆汇 · 12-11 12:04
法巴:巨头停产旧型号 美光、Sandisk直接受益全球抢货潮
内存芯片价格飙涨400%! 法巴:巨头停产旧型号 美光(MU.US)、Sandisk(SNDK.US)直接受益全球抢货潮
智通财经 · 12-11 10:43
内存芯片价格飙涨400%! 法巴:巨头停产旧型号 美光(MU.US)、Sandisk(SNDK.US)直接受益全球抢货潮
美股成交额TOP20|Palantir涨超3%,斩获美国海军巨额大单;GE Vernova飙涨逾15%创新高,上调未来数年业绩指引
环球市场播报 · 12-11 06:47
美股成交额TOP20|Palantir涨超3%,斩获美国海军巨额大单;GE Vernova飙涨逾15%创新高,上调未来数年业绩指引
美光科技股价飙升创新高 战略转型聚焦AI市场
美股情报站 · 12-11 06:33
美光科技股价飙升创新高 战略转型聚焦AI市场
存储市场涨价潮持续,三巨头激进产能切换
21世纪经济报道 · 12-10 20:24
存储市场涨价潮持续,三巨头激进产能切换
花旗上调美光科技目标价至300美元
格隆汇 · 12-10 19:52
花旗上调美光科技目标价至300美元
美光NAND报价单月暴涨近50%,明年缺货将成为全面现象
老虎资讯综合 · 12-10 17:58
美光NAND报价单月暴涨近50%,明年缺货将成为全面现象
国信证券:AI拉动需求增长 存储大周期方兴未艾
智通财经网 · 12-10 15:50
国信证券:AI拉动需求增长 存储大周期方兴未艾
美光绩前获多家大行看涨:AI需求火爆,存储涨价潮将带飞业绩
智通财经 · 12-10 15:25
美光绩前获多家大行看涨:AI需求火爆,存储涨价潮将带飞业绩
全球前五大企业级SSD品牌商最新营收排名出炉
全球SSD · 12-10 11:32
全球前五大企业级SSD品牌商最新营收排名出炉
财报前瞻|美光科技本季度营收预计增45.90%,机构观点偏乐观
财报Agent · 12-10 10:00
财报前瞻|美光科技本季度营收预计增45.90%,机构观点偏乐观
涨幅超过100%!内存条涨得比金条还快 年底可能更疯狂
快科技 · 12-10 07:20
涨幅超过100%!内存条涨得比金条还快 年底可能更疯狂
汇丰给与美光科技买入的初始评级
环球市场播报 · 12-10 04:29
汇丰给与美光科技买入的初始评级
“有钱也买不到!”存储狂飙背后:明年电子消费产品价格可能“打不住”了
时代周报 · 12-09 19:49
“有钱也买不到!”存储狂飙背后:明年电子消费产品价格可能“打不住”了
伯恩斯坦上调美光科技目标价至270美元
格隆汇 · 12-09 18:37
伯恩斯坦上调美光科技目标价至270美元
HBM领衔存储芯片涨价潮:AI算力基建化下的产业变局
DOIT传媒 · 12-09 17:46
HBM领衔存储芯片涨价潮:AI算力基建化下的产业变局
因内存短缺导致涨价 高盛等机构预计美光科技表现强劲
新浪财经 · 12-09 15:04
因内存短缺导致涨价 高盛等机构预计美光科技表现强劲
AI技术创新与供需格局变化,共同驱动存储景气周期 | 投研报告
中国能源网 · 12-09 14:04
AI技术创新与供需格局变化,共同驱动存储景气周期 | 投研报告
瑞银预测:美光传统内存DDR毛利率将首次超过HBM
华尔街见闻 · 12-09 12:13
瑞银预测:美光传统内存DDR毛利率将首次超过HBM
海纳国际上调美光科技目标价至300美元
格隆汇 · 12-09 09:41
海纳国际上调美光科技目标价至300美元
加载更多
公司概况
公司名称:
美光科技
所属市场:
NASDAQ
上市日期:
--
主营业务:
美光科技公司及其合并子公司是创新内存和存储解决方案的行业领导者。通过其全球品牌Micron和Critical,其广泛的高性能内存和存储技术组合,包括DRAM、NAND、NOR内存,正在改变世界如何利用信息丰富所有人的生活。凭借超过40年的技术领先地位,公司的内存和存储解决方案在移动、数据中心、客户端、消费者、工业、图形、汽车和网络等关键市场领域实现颠覆性趋势,包括人工智能、5G、机器学习和自主车。
发行价格:
--
{"stockData":{"symbol":"MU","market":"US","secType":"STK","nameCN":"美光科技","latestPrice":258.5086,"timestamp":1765486794984,"preClose":263.71,"halted":0,"volume":15457778,"delay":0,"floatShares":1114926703,"shares":1125349754,"eps":7.59,"marketStatus":"交易中","change":-5.2014,"latestTime":"12-11 15:59:55 EST","open":261.53,"high":262.85,"low":251.55,"amount":3983798641.2714,"amplitude":0.04285,"askPrice":258.53,"askSize":424,"bidPrice":258.51,"bidSize":19,"shortable":3,"etf":0,"ttmEps":7.59,"tradingStatus":2,"nextMarketStatus":{"tag":"盘后交易","tradingStatus":3,"beginTime":1765486800000},"marketStatusCode":2,"adr":0,"adrRate":0,"listingDate":454910400000,"exchange":"NASDAQ","adjPreClose":263.71,"dividendRate":0.001779,"preHourTrading":{"tag":"盘前","latestPrice":261.65,"preClose":263.71,"latestTime":"09:29 EST","volume":219314,"amount":57134323.5332,"timestamp":1765463399999},"volumeRatio":0.741751,"optionData":{"bulkOrders":[{"symbol":"MU","call":true,"expireDate":1766120400000,"strike":"250.0","timestamp":1765467241971,"price":19.5,"volume":1864,"amount":3634800,"type":"+"}]},"impliedVol":0.7244,"impliedVolPercentile":0.844},"requestUrl":"/m/hq/s/MU","defaultTab":"news","newsList":[{"id":"2590662995","title":"法巴:巨头停产旧型号 美光、Sandisk直接受益全球抢货潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2590662995","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590662995?lang=zh_cn&edition=full","pubTime":"2025-12-11 12:04","pubTimestamp":1765425898,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["BK4566","LU0719512351.SGD","LU2211815571.USD","LU2286300806.USD","BK4543","LU1852331112.SGD","BK4512","LU1267930813.SGD","LU1366333091.USD","LU2931357623.SGD","IE00B7SZLL34.SGD","BK4553","BK4527","LU0081259029.USD","BK4141","LU0203345920.USD","LU0082616367.USD","BK4575","BK4588","LU0056508442.USD","BK4532","IE00B19Z3B42.SGD","LU0127658192.USD","LU0203347892.USD","GB00BDT5M118.USD","IE00B19Z3581.USD","LU0157215616.USD","LU0792757196.USD","LU0274383776.USD","LU2048586759.USD","BK4585","BK4554","LU1323610961.USD","BK4605","LU2089985449.USD","BK4533","BK4579","WDC","LU0642271901.SGD","MU","LU1316542783.SGD","IE0002270589.USD","LU2250418816.HKD","LU2360106780.USD","LU0889566641.SGD"],"gpt_icon":0},{"id":"2590639825","title":"内存芯片价格飙涨400%! 法巴:巨头停产旧型号 美光(MU.US)、Sandisk(SNDK.US)直接受益全球抢货潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2590639825","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590639825?lang=zh_cn&edition=full","pubTime":"2025-12-11 10:43","pubTimestamp":1765421003,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,法国巴黎银行表示,随着人工智能推动内存行业进入“历史性上升周期”,美光科技和Sandisk有望持续受益。深入分析后,阿克曼表示,DRAM第四季度平均售价预计将环比上涨35%,2026年第一季度将环比上涨10%。NAND情况类似,预计第四季度价格上涨15%,下一季度上涨7%。内存芯片“超级周期”已至!分析师指出,加上手机销量超预期,这共同加剧了非HBM内存芯片的供应紧张,并推高了其价格。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1380237.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4543","BK4553","BK4554","LU0889566641.SGD","BK4579","BK4588","LU0642271901.SGD","BK4170","LU2211815571.USD","LU0056508442.USD","LU1267930813.SGD","LU1323610961.USD","BK4527","BK4585","BK4566","LU2089985449.USD","LU0082616367.USD","BK4141","LU0203347892.USD","IE00B7SZLL34.SGD","LU1852331112.SGD","BK4533","GB00BDT5M118.USD","LU1366333091.USD","LU2048586759.USD","LU2360106780.USD","LU2286300806.USD","LU2250418816.HKD","IE0002270589.USD","BK4575","LU0274383776.USD","LU0203345920.USD","BK4532","LU0127658192.USD","LU0157215616.USD","BK4512","LU1316542783.SGD","MU","BK4605","IE00B19Z3B42.SGD","SNDK","LU0081259029.USD","LU2931357623.SGD","LU0792757196.USD","LU0719512351.SGD","IE00B19Z3581.USD"],"gpt_icon":1},{"id":"2590553020","title":"美股成交额TOP20|Palantir涨超3%,斩获美国海军巨额大单;GE Vernova飙涨逾15%创新高,上调未来数年业绩指引","url":"https://stock-news.laohu8.com/highlight/detail?id=2590553020","media":"环球市场播报","labels":["merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590553020?lang=zh_cn&edition=full","pubTime":"2025-12-11 06:47","pubTimestamp":1765406820,"startTime":"0","endTime":"0","summary":"周三美股成交额第1名英伟达收跌0.64%,成交289.64亿美元。据媒体周三援引消息人士报道,英伟达已开发出一种位置验证技术,该技术可以确定其芯片所处的国家和地区。 报道称,英伟达最近几个月已在非正式场合展示了这项功能,但尚未正式发布。 第2名特斯拉收高1.41%,成交281.26亿美元。微软周二宣布计划在印度投资175亿美元建设AI基础设施。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-11/doc-inhakmns8257180.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["GEV","PLTR","MU"],"gpt_icon":1},{"id":"2590956564","title":"美光科技股价飙升创新高 战略转型聚焦AI市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2590956564","media":"美股情报站","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590956564?lang=zh_cn&edition=full","pubTime":"2025-12-11 06:33","pubTimestamp":1765406005,"startTime":"0","endTime":"0","summary":"12月10日,美光科技股价以突破历史高位的姿态冲刺,单日涨幅达4.47%,连续四日累计提升了16.35%。美光科技恰好处于这一市场动态的中心位置,为即将发布的季度财报打下了坚实的基础。美光科技近来的战略调整可谓深思熟虑。综上所述,美光科技在人工智能驱动的内存需求激增背景下做出的战略调整无疑是正确的。此时,美光科技的投资机会值得期待。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211063640a440e2af&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211063640a440e2af&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE00B19Z3581.USD","LU2286300806.USD","LU2931357623.SGD","LU0082616367.USD","LU1366333091.USD","LU1852331112.SGD","BK4532","LU0792757196.USD","GB00BDT5M118.USD","LU0203345920.USD","BK4527","LU2048586759.USD","BK4588","LU2250418816.HKD","BK4543","BK4512","BK4553","BK4575","BK4554","LU0203347892.USD","LU2089985449.USD","BK4605","LU0127658192.USD","IE00B19Z3B42.SGD","BK4141","LU2360106780.USD","BK4533","LU0889566641.SGD","IE0002270589.USD","LU0274383776.USD","MU","LU1323610961.USD","IE00B7SZLL34.SGD","LU0056508442.USD","LU2211815571.USD","LU0081259029.USD","BK4566","LU0157215616.USD","LU0719512351.SGD","LU1316542783.SGD","BK4585","LU1267930813.SGD","LU0642271901.SGD","BK4579"],"gpt_icon":1},{"id":"2590584090","title":"存储市场涨价潮持续,三巨头激进产能切换","url":"https://stock-news.laohu8.com/highlight/detail?id=2590584090","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590584090?lang=zh_cn&edition=full","pubTime":"2025-12-10 20:24","pubTimestamp":1765369440,"startTime":"0","endTime":"0","summary":"在全球存储市场供需天平剧烈变化、量价齐升的时刻,存储芯片巨头美光近期做出重要调整。从财报来看,三巨头显著受益于涨价潮,利润率大幅提升。本轮存储芯片涨价潮的持久度与覆盖面,均远超市场预期。为了追逐AI带来的高附加值,三大原厂正在进行一场激进的产能切换,即将有限的晶圆产能全面升级至先进制程,同时大幅压缩成熟制程比重。国产存储产品近期已取得突破。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210202725a440181e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210202725a440181e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4527","BK4605","LU0056508442.USD","LU0127658192.USD","BK4554","GB00BDT5M118.USD","BK4512","LU0203347892.USD","BK4543","BK4533","BK4023","BK4585","LU0203345920.USD","BK4168","LU2089985449.USD","LU2360106780.USD","BK4579","LU0889566641.SGD","LU1267930813.SGD","LU1323610961.USD","BK4553","LU0157215616.USD","LU0274383776.USD","BK4588","LU2211815571.USD","BK4566","LU0792757196.USD","LU2048586759.USD","MU","LU2250418816.HKD","LU0642271901.SGD","BK4141","IE0002270589.USD","IE00B19Z3581.USD","LU0081259029.USD","LU1316542783.SGD","LU2931357623.SGD","BK4551","LU0082616367.USD","LU0719512351.SGD","LU2286300806.USD","BK4575","IE00B19Z3B42.SGD","BK4532","IE00B7SZLL34.SGD","LU1852331112.SGD","LU1366333091.USD","BK4587","BK4528"],"gpt_icon":1},{"id":"2590758165","title":"花旗上调美光科技目标价至300美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2590758165","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590758165?lang=zh_cn&edition=full","pubTime":"2025-12-10 19:52","pubTimestamp":1765367554,"startTime":"0","endTime":"0","summary":null,"market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["LU2236285917.USD","BK4575","LU0203347892.USD","BK4504","LU2417539215.USD","LU0274383776.USD","LU2360032135.SGD","LU1668664300.SGD","LU0719512351.SGD","BK4532","LU1323610961.USD","LU0792757196.USD","BK4554","LU2931357623.SGD","LU2089985449.USD","LU0477156953.USD","IE00BSNM7G36.USD","LU0098860793.USD","BK4605","LU2286300806.USD","BK4527","LU0106831901.USD","LU1201861249.SGD","IE00B19Z3B42.SGD","LU2456880835.USD","LU1366192091.USD","LU0130102774.USD","BK4512","LU2250418816.HKD","IE00B19Z3581.USD","LU0310800965.SGD","LU2125154778.USD","BK4207","LU0157215616.USD","LU0320765646.SGD","LU1162221912.USD","LU2462157665.USD","BK4588","LU2125154935.USD","BK4559","BK4533","LU0127658192.USD","LU0072461881.USD","LU1366333091.USD","IE00B7SZLL34.SGD","LU2048586759.USD","LU2360106780.USD","BK4585","LU0130517989.USD","BK4141","LU1244550494.USD","LU1852331112.SGD","LU1267930813.SGD","LU1791807156.HKD","LU1267930227.SGD","LU0052756011.USD","LU0648001328.SGD","LU0170899867.USD","LU2211815571.USD","BK4534","LU0642271901.SGD","BK4566","LU0081259029.USD","LU1316542783.SGD","LU1244550221.USD","LU0082616367.USD","MU","LU0056508442.USD","LU0889566641.SGD","LU0128525689.USD","LU1244550577.SGD","GB00BDT5M118.USD","LU0980610538.SGD","IE0002270589.USD","BK4579","LU0162691827.USD","BK4543","BK4553","LU0203345920.USD"],"gpt_icon":0},{"id":"1135656162","title":"美光NAND报价单月暴涨近50%,明年缺货将成为全面现象","url":"https://stock-news.laohu8.com/highlight/detail?id=1135656162","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1135656162?lang=zh_cn&edition=full","pubTime":"2025-12-10 17:58","pubTimestamp":1765360705,"startTime":"0","endTime":"0","summary":"3月起部分厂商无货可交。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDC","MU","STX","SNDK"],"gpt_icon":0},{"id":"2590008943","title":"国信证券:AI拉动需求增长 存储大周期方兴未艾","url":"https://stock-news.laohu8.com/highlight/detail?id=2590008943","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590008943?lang=zh_cn&edition=full","pubTime":"2025-12-10 15:50","pubTimestamp":1765353021,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国信证券发布研报称,存储市场存在HDD、SSD、NAND、DRAM、HBM几大技术趋势,主要参与者众多。AI大模型推理拉动存储需求快速增长,根据该行测算结果,2026年AI推理对DRAM、NAND需求分别为23.0EB、593.5EB,短期供不应求,存储价格有望持续提升,存储大周期方兴未艾。国信证券主要观点如下:存储系统系统构成与分类。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210162112a72f463c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210162112a72f463c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["MU","BK4168","BK4588","BK4585","BK4587","BK4551","BK4023","BK4528","HBM","BK4543"],"gpt_icon":1},{"id":"2590306779","title":"美光绩前获多家大行看涨:AI需求火爆,存储涨价潮将带飞业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2590306779","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590306779?lang=zh_cn&edition=full","pubTime":"2025-12-10 15:25","pubTimestamp":1765351555,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,美光科技已成为存储股中的佼佼者,部分原因在于其在DRAM和HBM芯片市场的地位,这两个市场目前价格高企且需求旺盛。这促使多家华尔街投行在美光科技公布最新的季度业绩之前,重申看好观点。美光科技计划于 12 月 17 日美股盘后公布其第一季度业绩。戴尔在其第三季度财报电话会议中表示,内存价格上涨正增加其成本,且内存短缺正带来挑战。周二,汇丰银行也首予美光科技“买入”评级,并将其目标价定为 330 美元。","market":"hk","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"bf05b05f1b31b0f007f28742722b90b5","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1379814.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"美光绩前获多家大行看涨:AI需求火爆,存储涨价潮将带飞业绩","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MU"],"gpt_icon":1},{"id":"2590234377","title":"全球前五大企业级SSD品牌商最新营收排名出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=2590234377","media":"全球SSD","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590234377?lang=zh_cn&edition=full","pubTime":"2025-12-10 11:32","pubTimestamp":1765337536,"startTime":"0","endTime":"0","summary":"2025年第三季Enterprise SSD市场迎来显著成长。根据TrendForce集邦咨询最新调查,受惠于AI需求快速从训练端外溢至推理端,以及北美云端服务业者同步扩张AI基础设施与通用型Server建设,第三季Enterprise SSD出货量与价格强势上扬,前五大品牌厂合计营收季增28%,达65.4亿美元,创今年新高。为避免SSD短缺延误昂贵的AI Server建置进度,CSP买家近期积极建立库存。在供不应求的卖方格局下,预计第四季Enterprise SSD平均合约价将季增逾25%,产业营收有望再创新高。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210120627a43f1e64&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210120627a43f1e64&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0642271901.SGD","LU0889566641.SGD","LU0203345920.USD","LU0792757196.USD","LU0127658192.USD","LU0082616367.USD","LU0081259029.USD","LU2211815571.USD","LU2360106780.USD","BK4605","LU2250418816.HKD","IE00B19Z3B42.SGD","BK4543","LU0719512351.SGD","LU1366333091.USD","LU1815336091.USD","BK4585","LU0056508442.USD","LU0757428866.USD","LU0157215616.USD","BK4566","BK4579","IE00B19Z3581.USD","BK4141","BK4553","LU2048586759.USD","LU0203347892.USD","BK4575","BK4554","LU1267930813.SGD","MU","LU0274383776.USD","LU0053671581.USD","LU2089985449.USD","BK4527","LU1316542783.SGD","BK4533","GB00BDT5M118.USD","LU1852331112.SGD","BK4532","IE00B7SZLL34.SGD","LU2931357623.SGD","LU2286300806.USD","BK4086","IE0002270589.USD","BK4588","LU1323610961.USD","BK4512"],"gpt_icon":1},{"id":"1158436625","title":"财报前瞻|美光科技本季度营收预计增45.90%,机构观点偏乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=1158436625","media":"财报Agent","labels":["earningPreview"],"top":1,"itemType":null,"share":"https://www.laohu8.com/m/news/1158436625?lang=zh_cn&edition=full","pubTime":"2025-12-10 10:00","pubTimestamp":1765332042,"startTime":"0","endTime":"0","summary":"美光科技将在2025年12月17日发布新季度财报,市场关注AI推动的HBM与DDR5定价与供需环境,以及来自数据中心与智能终端的内存需求延续性。一致预期显示本季度美光科技总收入预计为127.09亿美元,同比增长45.90%;调整后每股收益预计为3.86美元,同比增长122.52%;预计息税前利润为50.68亿美元,同比增长117.68%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻|美光科技本季度营收预计增45.90%,机构观点偏乐观","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"gpt_icon":1},{"id":"2590632013","title":"涨幅超过100%!内存条涨得比金条还快 年底可能更疯狂","url":"https://stock-news.laohu8.com/highlight/detail?id=2590632013","media":"快科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590632013?lang=zh_cn&edition=full","pubTime":"2025-12-10 07:20","pubTimestamp":1765322433,"startTime":"0","endTime":"0","summary":"快科技12月10日消息,据媒体报道,目前内存条正变身“电子茅台”,其价格涨势之猛,连金条都望尘莫及,涨幅超过100%,俨然成了眼下最硬的“理财产品”。今年以来,存储芯片价格一路高歌,年度涨幅已超越黄金。消费级高端显卡预计涨价20%-30%,英伟达与AMD已考虑暂停部分中低端GPU生产;智能手机中存储成本占比已从10%-15%跃升至18%-25%,厂商势必调价,低端机型甚至可能减产止损。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210072733a43e936e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210072733a43e936e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2211815571.USD","LU2089985449.USD","BK4512","LU0889566641.SGD","LU2360106780.USD","BK4554","BK4566","BK4605","LU0157215616.USD","BK4543","LU1267930813.SGD","LU1852331112.SGD","BK4553","NVDA","BK4585","IE00B7SZLL34.SGD","LU1366333091.USD","LU0127658192.USD","LU0274383776.USD","LU0642271901.SGD","LU2250418816.HKD","LU2048586759.USD","LU0203347892.USD","LU2931357623.SGD","LU0056508442.USD","GB00BDT5M118.USD","LU0203345920.USD","LU0082616367.USD","BK4532","LU0081259029.USD","LU0792757196.USD","LU0719512351.SGD","BK4527","BK4579","LU1323610961.USD","IE00B19Z3B42.SGD","BK4588","MU","BK4575","LU1316542783.SGD","IE0002270589.USD","LU2286300806.USD","BK4141","IE00B19Z3581.USD","BK4533"],"gpt_icon":1},{"id":"2590329252","title":"汇丰给与美光科技买入的初始评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2590329252","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590329252?lang=zh_cn&edition=full","pubTime":"2025-12-10 04:29","pubTimestamp":1765312140,"startTime":"0","endTime":"0","summary":"美光科技(MU)周二尾盘上涨2.1%,此前汇丰银行给与该股买入的初试评级。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:张俊 SF065","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-10/doc-inhahafr0867096.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0052756011.USD","LU0642271901.SGD","LU0203347892.USD","LU2089985449.USD","BK4543","GB00BDT5M118.USD","LU0719512351.SGD","BK4588","LU2931357623.SGD","BK4527","BK4532","LU2236285917.USD","IE00B19Z3581.USD","LU0889566641.SGD","LU0081259029.USD","BK4566","BK4533","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU0157215616.USD","LU0203345920.USD","BK4575","LU0082616367.USD","BK4141","LU1267930227.SGD","LU1316542783.SGD","LU0274383776.USD","BK4512","IE0002270589.USD","LU0127658192.USD","BK4554","LU1323610961.USD","LU1852331112.SGD","LU2211815571.USD","LU2286300806.USD","BK4605","BK4553","LU2048586759.USD","LU2360106780.USD","BK4585","MU","LU0128525689.USD","LU0310800965.SGD","LU0056508442.USD","LU0792757196.USD","BK4579","LU1267930813.SGD","LU2250418816.HKD","BK4521","BK4207","LU1366333091.USD"],"gpt_icon":0},{"id":"2590343602","title":"“有钱也买不到!”存储狂飙背后:明年电子消费产品价格可能“打不住”了","url":"https://stock-news.laohu8.com/highlight/detail?id=2590343602","media":"时代周报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590343602?lang=zh_cn&edition=full","pubTime":"2025-12-09 19:49","pubTimestamp":1765280960,"startTime":"0","endTime":"0","summary":"今年,这场存储芯片涨价风暴,正从晶圆厂席卷至消费终端。具体来看,11月26日到12月2日之间,主流颗粒产品DDR4 1Gx8 3200MT/s价格涨幅达10.73%,单价由14.914美元攀升至16.514美元。今年3月,闪迪打响涨价第一枪,宣布自4月全系涨价10%。随后到11月,闪迪宣布第三次涨价,大幅调涨NAND闪存合约价格,涨幅高达50%。2025年上半年进行了第二次减产。“AI技术及其应用爆发后,这个周期正在被缩短。”","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209195038a43da9cf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209195038a43da9cf&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2065170008.USD","LU2048586759.USD","LU0985489474.SGD","LU1181866309.USD","USAW.SI","LU0390134368.USD","AI","LU1201861165.SGD","LU2471134796.USD","LU2413666699.HKD","LU1670710588.SGD","LU0029864427.USD","LU2168564495.EUR","IE0004086264.USD","LU0878866978.SGD","MU","LU0345769631.USD","BK4592","LU0061474960.USD","LU2413666426.HKD","SG9999014567.USD","BK4566","IE00B3SWFQ91.USD","LU0096364046.USD","SG9999015341.SGD","LU0894486033.HKD","LU0082616367.USD","IE00BQXX3F31.USD","LU2092627202.USD","LU1670710661.SGD","LU0354030438.USD","LU1340139317.AUD","LU0882574139.USD","SG9999001077.SGD","LU0170899867.USD","BK4023","LU1003077747.HKD","LU0545562505.USD","LU0648001328.SGD","LU1267930490.SGD","LU2764262908.HKD","LU0320765489.SGD","USJW.SI","LU1935042488.USD","LU2168564149.EUR"],"gpt_icon":1},{"id":"2590531762","title":"伯恩斯坦上调美光科技目标价至270美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2590531762","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590531762?lang=zh_cn&edition=full","pubTime":"2025-12-09 18:37","pubTimestamp":1765276675,"startTime":"0","endTime":"0","summary":null,"market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["LU0203347892.USD","LU2286300806.USD","IE00B19Z3B42.SGD","LU0127658192.USD","LU2250418816.HKD","LU0082616367.USD","LU0889566641.SGD","BK4579","LU2048586759.USD","LU0274383776.USD","LU2089985449.USD","BK4543","BK4512","LU0081259029.USD","LU0157215616.USD","BK4566","BK4532","BK4533","LU2360106780.USD","BK4575","GB00BDT5M118.USD","LU2931357623.SGD","BK4588","BK4554","LU0056508442.USD","LU0203345920.USD","IE0002270589.USD","LU1852331112.SGD","MU","IE00B19Z3581.USD","LU1323610961.USD","LU2211815571.USD","IE00B7SZLL34.SGD","LU0642271901.SGD","LU0792757196.USD","BK4605","LU1366333091.USD","BK4553","LU1267930813.SGD","BK4141","LU1316542783.SGD","LU0719512351.SGD","BK4585","BK4527"],"gpt_icon":0},{"id":"2590340764","title":"HBM领衔存储芯片涨价潮:AI算力基建化下的产业变局","url":"https://stock-news.laohu8.com/highlight/detail?id=2590340764","media":"DOIT传媒","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590340764?lang=zh_cn&edition=full","pubTime":"2025-12-09 17:46","pubTimestamp":1765273590,"startTime":"0","endTime":"0","summary":"要闻速览当AI的浪潮席卷全球,存储芯片市场正经历一场前所未有的剧变。2025年下半年以来,存储芯片价格飞涨、供应吃紧的消息不绝于耳,DRAM和NAND Flash的涨价风暴令终端厂商苦不堪言。据报道,2025年第四季度DRAM合约价同比上涨超过75%,部分产品涨幅超过100%。首先,存储芯片的涨价推高了下游芯片制造的成本。存储价格上涨意味着这些逻辑芯片的成本也相应上升,可能挤压终端产品的利润空间。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209235842a43e1420&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209235842a43e1420&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4575","LU0642271901.SGD","MU","BK4585","HBM","BK4551","IE00B19Z3B42.SGD","LU2211815571.USD","LU1323610961.USD","LU2931357623.SGD","LU2048586759.USD","BK4512","LU0127658192.USD","IE0002270589.USD","LU0203347892.USD","IE00B19Z3581.USD","LU0792757196.USD","BK4579","BK4023","LU0889566641.SGD","BK4533","LU0157215616.USD","LU1366333091.USD","LU1267930813.SGD","BK4527","BK4532","LU2360106780.USD","IE00B7SZLL34.SGD","AI","BK4543","LU0719512351.SGD","LU2286300806.USD","BK4554","BK4528","BK4566","LU2250418816.HKD","BK4587","BK4141","LU1852331112.SGD","BK4168","LU0081259029.USD","BK4588","LU2089985449.USD","LU1316542783.SGD","LU0203345920.USD","BK4553","LU0274383776.USD","LU0056508442.USD","LU0082616367.USD","GB00BDT5M118.USD"],"gpt_icon":1},{"id":"2590318138","title":"因内存短缺导致涨价 高盛等机构预计美光科技表现强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2590318138","media":"新浪财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590318138?lang=zh_cn&edition=full","pubTime":"2025-12-09 15:04","pubTimestamp":1765263850,"startTime":"0","endTime":"0","summary":"需求激增、供应紧张以及内存价格上涨,促使包括高盛在内的华尔街机构上调了对美光的前景预期。高盛预计美光将交出强劲的业绩,并给出乐观指引。高盛预计,美光第三财季营收将达132亿美元,高于华尔街一致预期的127亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209150727a72cc055&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209150727a72cc055&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2931357623.SGD","LU1852331112.SGD","IE0002270589.USD","LU1316542783.SGD","LU2750360641.GBP","IE00B19Z3B42.SGD","LU2471134796.USD","IE0034235188.USD","LU1267930813.SGD","LU2360106780.USD","LU2211815571.USD","LU2471134523.USD","LU0251131958.USD","IE00BSNM7G36.USD","BK4552","LU0345770308.USD","LU0127658192.USD","BK4550","IE0004086264.USD","LU0157215616.USD","LU0642271901.SGD","IE00B19Z3581.USD","MU","BK4543","LU0106831901.USD","LU1868837136.USD","LU2237443549.SGD","BK4127","LU1668664300.SGD","LU0203345920.USD","LU0251142724.SGD","LU1323610961.USD","LU0081259029.USD","LU2286300806.USD","BK4585","BK4516","LU2265009873.SGD","LU0742534661.SGD","IE00B7SZLL34.SGD","LU1894683264.USD","IE00BFXG1179.USD","LU0792757196.USD","LU1366333091.USD","BK4588","LU1868836914.USD","LU0048573561.USD","LU0056508442.USD","BK4504","LU2237438978.USD","LU1791807156.HKD","LU0203347892.USD","LU1868836757.USD","BK4532","GB00BDT5M118.USD","LU0719512351.SGD","LU2750360997.AUD","LU0096364046.USD","BK4579","LU2089985449.USD","IE0004091025.USD","LU0889566641.SGD","LU1868837300.USD","BK4512","LU0345770993.USD","BK4533","LU2237443382.USD","LU1894683348.USD","LU2471134952.CNY","LU2237443895.HKD","LU2471134879.HKD","LU2237443465.HKD","BK4554","BK4605","LU2048586759.USD","LU0061475181.USD","LU2237443622.USD","BK4527","BK4553","LU1868836591.USD","LU2250418816.HKD","BK4141","LU2237443978.SGD","BK4575","LU0082616367.USD","LU1804176565.USD","LU0274383776.USD","BK4566"],"gpt_icon":1},{"id":"2590318193","title":"AI技术创新与供需格局变化,共同驱动存储景气周期 | 投研报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2590318193","media":"中国能源网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590318193?lang=zh_cn&edition=full","pubTime":"2025-12-09 14:04","pubTimestamp":1765260264,"startTime":"0","endTime":"0","summary":"资本支出的持续扩张有望全面带动AI服务器需求升温,进而拉动存储器等上游供应链需求。为应对AI算力旺盛需求,存储大厂调整产能规划至HBM等高端环节,减产或停供DDR4等传统产品,使相关产品价格大幅上扬。国产DRAM龙头厂商长鑫存储已实现DDR5/LPDDR5X的技术突破与产品供应,出货量有望逐步攀升。AI驱动、技术创新叠加供需格局变化,国内存储厂商、模组厂商有望充分受益于存储新一轮景气周期。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209150034a72cbd17&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209150034a72cbd17&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0889566641.SGD","BK4532","BK4551","BK4566","LU0203345920.USD","LU2048586759.USD","LU2211815571.USD","LU2286300806.USD","LU1366333091.USD","LU2360106780.USD","BK4528","IE00B7SZLL34.SGD","LU1323610961.USD","BK4023","LU0081259029.USD","BK4587","LU1852331112.SGD","BK4512","LU2089985449.USD","IE00B19Z3B42.SGD","LU0157215616.USD","688525","LU0082616367.USD","BK4588","BK4533","BK4141","LU2250418816.HKD","BK4579","BK4553","LU0792757196.USD","BK4168","601012","LU1267930813.SGD","LU0203347892.USD","LU0719512351.SGD","IE0002270589.USD","MU","BK4585","LU0642271901.SGD","BK4543","LU1316542783.SGD","BK4575","BK4527","BK4605","LU0127658192.USD","LU0056508442.USD","HBM","IE00B19Z3581.USD","LU2931357623.SGD","BK4554","GB00BDT5M118.USD","LU0274383776.USD"],"gpt_icon":1},{"id":"2590399940","title":"瑞银预测:美光传统内存DDR毛利率将首次超过HBM","url":"https://stock-news.laohu8.com/highlight/detail?id=2590399940","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590399940?lang=zh_cn&edition=full","pubTime":"2025-12-09 12:13","pubTimestamp":1765253629,"startTime":"0","endTime":"0","summary":"瑞银认为,随着行业产能大规模转向HBM,传统DRAM市场供应持续收紧,而需求保持稳健,供需错配推动定价能力显著增强。2026年第二季度美光传统DRAM毛利率预计达67%,首次超越HBM的62%。此后这一优势将持续扩大,第三季度传统DRAM毛利率将达71%,第四季度更是高达75%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/e1e82efb10d19bf075f53251fce39000","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/e1e82efb10d19bf075f53251fce39000"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3760978","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3760978","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"gpt_icon":0},{"id":"2590398199","title":"海纳国际上调美光科技目标价至300美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2590398199","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590398199?lang=zh_cn&edition=full","pubTime":"2025-12-09 09:41","pubTimestamp":1765244498,"startTime":"0","endTime":"0","summary":null,"market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c15c387be223c9794513f1a593534fbf","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["BK4566","IE00B7SZLL34.SGD","LU1316542783.SGD","LU2931357623.SGD","BK4554","BK4527","MU","LU0719512351.SGD","BK4585","LU0642271901.SGD","GB00BDT5M118.USD","BK4553","LU0203347892.USD","BK4141","LU2211815571.USD","LU2250418816.HKD","BK4588","BK4532","BK4575","LU0056508442.USD","LU2048586759.USD","LU0081259029.USD","LU2089985449.USD","LU0203345920.USD","LU1323610961.USD","LU2286300806.USD","LU1366333091.USD","BK4512","BK4605","IE00B19Z3B42.SGD","LU0127658192.USD","LU0792757196.USD","LU0274383776.USD","BK4543","BK4579","LU1267930813.SGD","LU1852331112.SGD","IE0002270589.USD","BK4533","IE00B19Z3581.USD","LU0082616367.USD","LU0889566641.SGD","LU2360106780.USD","LU0157215616.USD"],"gpt_icon":0}],"profile":{"websiteUrl":"http://www.micron.com","stockEarnings":[{"period":"1week","weight":0.1262},{"period":"1month","weight":0.0411},{"period":"3month","weight":0.7514},{"period":"6month","weight":1.2812},{"period":"1year","weight":1.6882},{"period":"ytd","weight":2.1334}],"compareEarnings":[{"period":"1week","weight":0.0054},{"period":"1month","weight":0.009},{"period":"3month","weight":0.0455},{"period":"6month","weight":0.1517},{"period":"1year","weight":0.1406},{"period":"ytd","weight":0.1732}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"美光科技公司及其合并子公司是创新内存和存储解决方案的行业领导者。通过其全球品牌Micron和Critical,其广泛的高性能内存和存储技术组合,包括DRAM、NAND、NOR内存,正在改变世界如何利用信息丰富所有人的生活。凭借超过40年的技术领先地位,公司的内存和存储解决方案在移动、数据中心、客户端、消费者、工业、图形、汽车和网络等关键市场领域实现颠覆性趋势,包括人工智能、5G、机器学习和自主车。","yearOnYearQuotes":[{"month":1,"riseRate":0.6875,"avgChangeRate":0.049288},{"month":2,"riseRate":0.75,"avgChangeRate":0.051855},{"month":3,"riseRate":0.5,"avgChangeRate":0.02412},{"month":4,"riseRate":0.375,"avgChangeRate":-0.026765},{"month":5,"riseRate":0.625,"avgChangeRate":0.054036},{"month":6,"riseRate":0.5625,"avgChangeRate":0.004015},{"month":7,"riseRate":0.25,"avgChangeRate":-0.023382},{"month":8,"riseRate":0.375,"avgChangeRate":-0.017016},{"month":9,"riseRate":0.5,"avgChangeRate":0.039792},{"month":10,"riseRate":0.5625,"avgChangeRate":0.042906},{"month":11,"riseRate":0.6875,"avgChangeRate":0.071392},{"month":12,"riseRate":0.625,"avgChangeRate":0.025083}],"exchange":"NASDAQ","name":"美光科技","nameEN":"Micron Technology"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"美光科技(MU)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供美光科技(MU)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"美光科技,MU,美光科技股票,美光科技股票老虎,美光科技股票老虎国际,美光科技行情,美光科技股票行情,美光科技股价,美光科技股市,美光科技股票价格,美光科技股票交易,美光科技股票购买,美光科技股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"美光科技(MU)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供美光科技(MU)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}