美光业绩指引超预期，存储涨价或影响下游出货 | 投研报告

中国能源网2025-12-26

申港证券近日发布电子行业研究周报：根据闪存市场和华尔街见闻，美光发布其第一财季业绩，该季度调整后营收136.4亿美元，同比增长57%，高于市场预期的129.5亿美元。非GAAP下摊薄后每股收益为4.78美元，高于市场预期的3.95美元。业绩超预期主要受益于存储芯片供应趋紧、价格大幅上涨，以及人工智能数据中心需求迅猛增长。以下为研究报告摘要：投资摘要：每周一谈：美光业绩指引超预期存储涨价或影响下游...

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