内存荒缓解成本高美光警告：需投入巨资才能满足需求

凤凰网科技03-19

美光凤凰网科技讯北京时间3月19日，据彭博社报道，内存芯片巨头美光科技周三警告称，为满足激增的市场需求，公司将需在产能上投入巨资。这一表态给该公司整体乐观的业绩预测蒙上了一层阴影。美光在周三发布的季度财报中表示，2026财年(截至今年8月)资本支出将超过250亿美元，超出分析师预计的224亿美元。美光还补充道，2027财年支出将同比增加逾100亿美元。“我们预计2027财年资本支出将显著增加。”...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2620295738?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-19 06:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2620295738","market":"sh","top_or_hot":-1,"title":"内存荒缓解成本高 美光警告：需投入巨资才能满足需求","media":"凤凰网科技","content":"<div>\n<p>美光凤凰网科技讯 北京时间3月19日，据彭博社报道，内存芯片巨头美光科技周三警告称，为满足激增的市场需求，公司将需在产能上投入巨资。这一表态给该公司整体乐观的业绩预测蒙上了一层阴影。美光在周三发布的季度财报中表示，2026财年(截至今年8月)资本支出将超过250亿美元，超出分析师预计的224亿美元。美光还补充道，2027财年支出将同比增加逾100亿美元。“我们预计2027财年资本支出将显著增加。”...</p>\n\n<a href=\"https://tech.ifeng.com/c/8rbvTTB6dYC\">网页链接</a>\n\n</div>\n","source":"fenghuang_stock","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>内存荒缓解成本高 美光警告：需投入巨资才能满足需求</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\">\n内存荒缓解成本高 美光警告：需投入巨资才能满足需求\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-19 06:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8rbvTTB6dYC><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美光凤凰网科技讯 北京时间3月19日，据彭博社报道，内存芯片巨头美光科技周三警告称，为满足激增的市场需求，公司将需在产能上投入巨资。这一表态给该公司整体乐观的业绩预测蒙上了一层阴影。美光在周三发布的季度财报中表示，2026财年(截至今年8月)资本支出将超过250亿美元，超出分析师预计的224亿美元。美光还补充道，2027财年支出将同比增加逾100亿美元。“我们预计2027财年资本支出将显著增加。”...</p>\n\n<a href=\"https://tech.ifeng.com/c/8rbvTTB6dYC\">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":"LU2931357623.SGD","symbol_name":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","start_time":0,"source_url":"https://tech.ifeng.com/c/8rbvTTB6dYC","article_id":"2620295738","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620295738","pubTimestamp":1773874520,"columns":[],"sourceInfo":{"source_id":"fenghuang_stock","name":"凤凰网"},"weMediaInfo":null,"summary":"美光凤凰网科技讯 北京时间3月19日，据彭博社报道，内存芯片巨头美光科技周三警告称，为满足激增的市场需求，公司将需在产能上投入巨资。美光还补充道，2027财年支出将同比增加逾100亿美元。这一巨额支出反映出美光为满足市场对其内存芯片的旺盛需求而付出的代价，尤其是AI计算所用的高带宽内存。尽管美光销售额预计将持续飙升，但最新财报却遭遇投资者冷遇，股价一度下跌4.9%至每股439美元。","collect":0,"end_time":0,"defaultTopTitle":"ifeng.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4605":"半导体精选","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0056508442.USD":"贝莱德世界科技基金A2","MU":"美光科技","BK4566":"资本集团","BK4512":"苹果概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4141":"半导体产品","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0109392836.USD":"富兰克林科技股A","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4553":"喜马拉雅资本持仓","BK4575":"芯片概念","BK4543":"AI","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4527":"明星科技股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","MUD":"1倍做空MU ETF-Direxion","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","MULL":"2倍做多MU ETF-GraniteShares","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4579":"人工智能","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK4588":"碎股","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD"},"translate_title":"High cost of memory shortage mitigation Micron warns: huge investment is needed to meet demand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MULL":0.6,"MU":1.96,"MUD":0.6},"content_text":"美光凤凰网科技讯 北京时间3月19日，据彭博社报道，内存芯片巨头美光科技周三警告称，为满足激增的市场需求，公司将需在产能上投入巨资。这一表态给该公司整体乐观的业绩预测蒙上了一层阴影。美光在周三发布的季度财报中表示，2026财年(截至今年8月)资本支出将超过250亿美元，超出分析师预计的224亿美元。美光还补充道，2027财年支出将同比增加逾100亿美元。“我们预计2027财年资本支出将显著增加。”美光CEO桑杰·梅赫罗特拉(Sanjay Mehrotra)在电话会议上表示。这一巨额支出反映出美光为满足市场对其内存芯片的旺盛需求而付出的代价，尤其是AI计算所用的高带宽内存。尽管美光销售额预计将持续飙升，但最新财报却遭遇投资者冷遇，股价一度下跌4.9%至每股439美元。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","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":"4.42.0","shortVersion":"4.42.0","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/2620295738","isCrawlerRequest":true}

内存荒缓解成本高 美光警告：需投入巨资才能满足需求

精彩评论

内存荒缓解成本高美光警告：需投入巨资才能满足需求