AI不只成就英伟达！美光科技正在走向“内存超级周期”

金十数据2025-12-19

就在2年半前，英伟达(NVDA.O)给出的季度业绩指引比市场一致预期高出数十亿美元，令华尔街震惊。周三下午，美光科技(MU.O)也上演了同样的一幕。美光科技对下一季度收入的中值预期达到187亿美元，远高于市场普遍预期的143亿美元。这令分析师将其与英伟达相提并论，并视美光科技为AI热潮的主要受益者。Cantor Fitzgerald的分析师C·J·缪斯（C.J. Muse）表示，美光正“全力穿上...

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Muse）表示，美光正“全力穿上...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219164829a45f46b8&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>AI不只成就英伟达！美光科技正在走向“内存超级周期”</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\">\nAI不只成就英伟达！美光科技正在走向“内存超级周期”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 16:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219164829a45f46b8&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>就在2年半前，英伟达(NVDA.O)给出的季度业绩指引比市场一致预期高出数十亿美元，令华尔街震惊。周三下午，美光科技(MU.O)也上演了同样的一幕。美光科技对下一季度收入的中值预期达到187亿美元，远高于市场普遍预期的143亿美元。这令分析师将其与英伟达相提并论，并视美光科技为AI热潮的主要受益者。Cantor Fitzgerald的分析师C·J·缪斯（C.J. Muse）表示，美光正“全力穿上...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219164829a45f46b8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0203345920.USD","symbol_name":"SCHRODER ISF QEP GLB ACT. 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Micron Technology is heading for a \"memory supercycle\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS.UK":0.6,"2NVD.UK":0.6,"NVDU":0.6,"NVDD":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDA":1.87,"NVD3.UK":0.6,"MU":1.96,"NVDX":0.6,"NVDS":0.6,"NVD2.UK":0.6},"content_text":"就在2年半前，英伟达(NVDA.O)给出的季度业绩指引比市场一致预期高出数十亿美元，令华尔街震惊。周三下午，美光科技(MU.O)也上演了同样的一幕。美光科技对下一季度收入的中值预期达到187亿美元，远高于市场普遍预期的143亿美元。这令分析师将其与英伟达相提并论，并视美光科技为AI热潮的主要受益者。Cantor Fitzgerald的分析师C·J·缪斯（C.J. Muse）表示，美光正“全力穿上皮夹克”，这是在暗指英伟达CEO黄仁勋（Jensen Huang）的标志性着装。缪斯还说，公司这份“掷地有声”的业绩指引甚至可能偏于保守，这让他不禁思考“我们接下来将走向何方？”由于AI的推动，存储产品的需求正在飙升。此外，由于主要供应商几年前曾在动态随机存取存储器市场的调整中吃过苦头，它们现在对当前市场格局采取了谨慎的策略，并未急于向市场投放过多供应。因此，这些公司正从高价格中受益。预计明年及以后的供应将持续紧张，这可能会进一步支撑这一趋势。美光首席执行官桑杰·梅赫罗特拉（Sanjay Mehrotra）在公司财报电话会议上表示，他认为“在可预见的未来，行业总体供应仍将大幅低于需求。”梅赫罗特拉称，由于需求强劲，中期内美光只能满足其部分关键客户一半到三分之二的需求。缪斯表示，他认为至少要到2027年才能实现供需平衡。与此同时，他注意到存储芯片市场在资本支出方面表现出“极佳”的纪律性。该公司预计2026财年的支出为200亿美元，低于缪斯预计的220亿至230亿美元。缪斯写道，美光的业绩预示着“一个内存超级周期的到来，将推动行业动态变化和股价的结构性价值重估”，他指的是该股可能获得更高估值倍数。缪斯表示，投资者应关注美光与客户之间的谈判，美光指出已在签订多年期合同方面取得进展。鉴于未来几年存储芯片供应预计将持续紧张，缪斯称这家芯片制造商68%的“历史性高位”毛利率明年甚至可能进一步扩大。摩根士丹利分析师约瑟夫·摩尔（Joseph Moore）也将美光与英伟达进行了比较，称除了这家AI芯片制造商外，美光的业绩指引反映了“美国半导体行业历史上”可能“最好”的收入上行空间。他补充说，净利润指引比市场普遍预期高出75%。截至周三收盘，美光股价年内已累计上涨168%。尽管对股票估值有些担忧，但摩尔表示：“形势实在太好，而且太可持续，无需为此担心。”“只要AI的音乐还在播放，”摩尔说，美光将继续给出强劲的业绩指引。如果AI相关交易按照他的预期持续增长，除了英伟达等芯片制造商外，可能会有“更广泛的连带受益者”，“而存储芯片将是最大的受益者。”他称美光的业绩是“我们32年覆盖内存股票以来所见过的最迅猛的拐点。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","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},"href":"/m/news/2592152900","isCrawlerRequest":true}