业绩亮眼难挡“利好兑现”压力：美光(MU.US)股价回撤，分析师无惧下跌力挺长牛

智通财经03-19

智通财经APP获悉，周四，在公布业绩后，美光科技(MU.US)成为市场关注焦点，虽然华尔街分析师对其公布的业绩和指引大加赞赏，该公司此前公布的业绩和指引远超预期。然而，在经历了历史性的上涨之后，而且高强度资本支出计划令投资者情绪趋于谨慎，投资者纷纷获利了结，引发其股价下跌。伴随AI需求爆发而来的，是资本开支的显著提升。公司预计本财年资本支出将超过250亿美元，高于市场此前预期的224亿美元，并预计...

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