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MU 美光科技
未开盘 12-18 16:00:00 EST
248.55
+23.03
+10.21%
盘后
251.40
+2.85
+1.15%
19:59 EST
最高
263.65
最低
245.00
成交量
6,501万
今开
256.53
昨收
225.52
日振幅
8.27%
总市值
2,797亿
流通市值
2,771亿
总股本
11.25亿
成交额
165.26亿
换手率
5.83%
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
存储成本飙升将冲击全球手机市场 明年均价或上涨6.9%
中华网 · 11:47
存储成本飙升将冲击全球手机市场 明年均价或上涨6.9%
美光单季108亿美金DRAM业务的狂欢与布局
芯通社 · 11:44
美光单季108亿美金DRAM业务的狂欢与布局
运营29年的英睿达被弃!美光很开心:不干消费级市场赚翻了 明年产能都卖完
快科技 · 10:21
运营29年的英睿达被弃!美光很开心:不干消费级市场赚翻了 明年产能都卖完
存储超级周期再获“明牌”:美光(MU.US)产能满载、资本开支加码 华尔街齐声看高至350美元
智通财经 · 10:03
存储超级周期再获“明牌”:美光(MU.US)产能满载、资本开支加码 华尔街齐声看高至350美元
美股夜盘 | 甲骨文涨超5%,Coreweave续涨近6%;耐克绩后跌超10%,黑莓跌超4%
老虎资讯综合 · 09:07
美股夜盘 | 甲骨文涨超5%,Coreweave续涨近6%;耐克绩后跌超10%,黑莓跌超4%
美股成交额TOP 20 | 美光科技绩后涨超10%, Palantir涨超4%,特斯拉涨超3%
老虎资讯综合 · 07:01
美股成交额TOP 20 | 美光科技绩后涨超10%, Palantir涨超4%,特斯拉涨超3%
美光科技的内存供应压力依然无缓解迹象
投资观察 · 01:21
美光科技的内存供应压力依然无缓解迹象
美光科技:富国银行上调目标价至335美元
和讯网 · 00:04
美光科技:富国银行上调目标价至335美元
美光科技涨幅收窄至11%
格隆汇 · 12-18 23:18
美光科技涨幅收窄至11%
美光科技涨幅扩大至16%
每日经济新闻 · 12-18 22:39
美光科技涨幅扩大至16%
美股明星科技股全线走高!美光科技涨超16%,AMD、英特尔涨超3%
老虎资讯综合 · 12-18 22:36
美股明星科技股全线走高!美光科技涨超16%,AMD、英特尔涨超3%
美股开盘 | 三大指数集体高开!存储概念股集体走强,美光科技涨超13%
老虎资讯综合 · 12-18 22:30
美股开盘 | 三大指数集体高开!存储概念股集体走强,美光科技涨超13%
A股晚间热点 | 美国CPI数据意外回落 美联储1月份降息概率提升
智通财经网 · 12-18 22:17
A股晚间热点 | 美国CPI数据意外回落 美联储1月份降息概率提升
内存、SSD双双大涨价 美国芯片巨头美光毛利率将达到68%:要追上NV显卡了
快科技 · 12-18 22:14
内存、SSD双双大涨价 美国芯片巨头美光毛利率将达到68%:要追上NV显卡了
美光FY26Q1财报一览:指引炸裂、上调HBM预期,非HBM业务毛利率绝地反击
新浪财经 · 12-18 22:02
美光FY26Q1财报一览:指引炸裂、上调HBM预期,非HBM业务毛利率绝地反击
盘前|美国11月CPI今夜重磅揭晓!美光科技绩后大涨逾13%,特朗普媒体集团一度飙升逾30%
老虎资讯综合 · 12-18 20:15
盘前|美国11月CPI今夜重磅揭晓!美光科技绩后大涨逾13%,特朗普媒体集团一度飙升逾30%
罗森布拉特证券上调美光科技目标价至500美元
格隆汇 · 12-18 20:05
罗森布拉特证券上调美光科技目标价至500美元
大摩上调美光科技目标价至350美元
格隆汇 · 12-18 19:54
大摩上调美光科技目标价至350美元
瑞穗银行上调美光科技目标价至290美元
格隆汇 · 12-18 19:41
瑞穗银行上调美光科技目标价至290美元
不要慌!大利好,来了!
中国基金报 · 12-18 19:41
不要慌!大利好,来了!
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:
--
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11:47","pubTimestamp":1766116054,"startTime":"0","endTime":"0","summary":"来自Counterpoint Research最新发布的《全球智能手机出货追踪与预测》显示,受存储芯片成本大幅上涨影响,2026年全球智能手机市场将呈现“量减价升”态势。受成本转嫁与产品结构调整影响,2026年智能手机平均售价预测从2025年9月的年增3.6%,上调至年增6.9%。售价上调的背后,DRAM价格上涨是核心推手,当前低、中、高价位段机型BoM成本已分别增加约25%、15%、10%。","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=nesSN20251219115221a6b54d38&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, 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11:44","pubTimestamp":1766115897,"startTime":"0","endTime":"0","summary":"美光科技2026财年第一季度法说会披露的DRAM业务数据,不仅展现了行业龙头的强劲增长势头,更揭示了AI时代存储市场的深层变革逻辑——供需失衡引发的超级周期已然成型,技术领先与产能布局成为决胜未来的关键。美光DRAM业务的季度表现堪称“现象级”:单季营收突破108亿美元,占据总营收的79%,同比激增69%、环比增长20%,创下历史新高。从行业格局看,美光的DRAM业务表现正是全球存储市场结构性变革的缩影。","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=nesSN20251219115640a45e3fa3&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, 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亿美元,公司预期产品毛利率将攀升至68%,创历史新高。","market":"hk","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://tech.ifeng.com/c/8pCpYznNdNz","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0889566641.SGD","BK4554","LU0082616367.USD","LU0081259029.USD","GB00BDT5M118.USD","LU0127658192.USD","LU2360106780.USD","BK4533","LU2286300806.USD","LU2089985449.USD","LU1366333091.USD","LU0203345920.USD","LU0157215616.USD","LU0642271901.SGD","LU1323610961.USD","BK4141","IE00B19Z3581.USD","LU0792757196.USD","LU1267930813.SGD","LU1852331112.SGD","BK4605","LU0719512351.SGD","LU0274383776.USD","LU2931357623.SGD","BK4512","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","BK4585","BK4553","BK4579","LU0203347892.USD","LU2250418816.HKD","LU2211815571.USD","BK4575","IE0002270589.USD","BK4566","BK4588","BK4532","LU1316542783.SGD","LU2048586759.USD","BK4543","MU","LU0056508442.USD","BK4527"],"gpt_icon":1},{"id":"2592631139","title":"存储超级周期再获“明牌”:美光(MU.US)产能满载、资本开支加码 华尔街齐声看高至350美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592631139","media":"智通财经","labels":["dataReport"],"top":1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592631139?lang=zh_cn&edition=full","pubTime":"2025-12-19 10:03","pubTimestamp":1766109801,"startTime":"0","endTime":"0","summary":"毋庸置疑,存储超级大周期再次被美光科技的靓丽财报夯实了!作为AI算力基础设施的核心供应商,美光高带宽内存产品已供不应求至2026年,资本支出计划同步从180亿增至200亿美元以扩张产能。这些投资包括提高资本开支:公司预计本财年将投入 200 亿美元,高于此前预测的 180 亿美元;2025 财年该项支出为 138 亿美元。该行重申美光为首选股,并将目标价上调至350美元,隐含约38%的上行空间。","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":"http://www.zhitongcaijing.com/content/detail/1383480.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"存储超级周期再获“明牌”:美光(MU.US)产能满载、资本开支加码 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甲骨文涨超5%,Coreweave续涨近6%;耐克绩后跌超10%,黑莓跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124816283","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1124816283?lang=zh_cn&edition=full","pubTime":"2025-12-19 09:07","pubTimestamp":1766106472,"startTime":"0","endTime":"0","summary":"12月19日,美股夜盘时段,$耐克(NKE)$跌超10%,第二财季净利润7.92亿美元同比下降32%;$黑莓(BB)$夜盘跌超4%,第三季度营收同比减少0.8%,;$甲骨文(ORCL)$夜盘涨超5%,TikTok美国方案曝光:字节保留电商、广告业务,甲骨文等3家投资者入股成立新公司。$Coreweave(CRWV)$续涨近6%,加入美国人工智能“创世纪计划”。$美光科技(MU)$续涨1%,上一交易涨超10%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"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":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BB","NKE","MU","CRWV","ORCL"],"gpt_icon":0},{"id":"1191049562","title":"美股成交额TOP 20 | 美光科技绩后涨超10%, 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美光科技预计内存供应将持续紧张,直到2027日历年的很长时间,这对人工智能客户几乎没有缓解,摩根大通分析师表示。据分析师称,美光在2026年所有的高带宽内存生产已经在价格和数量协议上锁定。任何增量的位容量增加可能会被客户迅速抢购。他们指出,供应紧张将因美光向高带宽内存4的转型而加剧,该产品将比当前版本消耗多33%的晶圆。同时,GPU、XPU和人工智能服务器对内存内容的需求也在快速增加。美光股价上涨12%。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4575","LU2250418816.HKD","BK4141","LU1852331112.SGD","LU0056508442.USD","BK4579","LU1316542783.SGD","LU0082616367.USD","LU2931357623.SGD","LU2089985449.USD","IE00B19Z3B42.SGD","LU1366333091.USD","LU0719512351.SGD","BK4585","IE00B7SZLL34.SGD","LU2360106780.USD","BK4588","GB00BDT5M118.USD","BK4543","LU0127658192.USD","LU0642271901.SGD","BK4532","BK4553","BK4554","LU2211815571.USD","BK4512","LU1323610961.USD","BK4533","LU2048586759.USD","LU0157215616.USD","BK4527","LU0081259029.USD","BK4566","IE0002270589.USD","LU0203345920.USD","LU0203347892.USD","LU2286300806.USD","LU0889566641.SGD","MU","BK4605","IE00B19Z3581.USD","LU0274383776.USD","LU0792757196.USD","LU1267930813.SGD"],"gpt_icon":0},{"id":"2592818853","title":"美光科技:富国银行上调目标价至335美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592818853","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592818853?lang=zh_cn&edition=full","pubTime":"2025-12-19 00:04","pubTimestamp":1766073848,"startTime":"0","endTime":"0","summary":"12月18日|富国银行:将美光科技目标价从300美元上调至335美元。本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担","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=nesSN20251219000842a6b3500e&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, 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22:17","pubTimestamp":1766067452,"startTime":"0","endTime":"0","summary":"美国11月CPI同比增长2.7%,预估为增长3.1%。美国11月核心CPI同比增长2.6%,预估为增长3%。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20251218/20251218221557_28551.png?x-oss-process=image/format,jpg/quality,q_60&image_source=0","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20251218/20251218221557_28551.png?x-oss-process=image/format,jpg/quality,q_60&image_source=0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1383375.html","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":"highlight_zhitongcaijin","symbols":["SH","UPRO","SSO","IVV","SPXU","BK4588","MU","BK4581","BK4559","SDS","OEF","ESmain","BK4504","BK4550",".SPX","OEX","TLTW","MESmain","TMF","BK4534","BK4585"],"gpt_icon":1},{"id":"2592902371","title":"内存、SSD双双大涨价 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