美光一财季营收指引超预期 AI需求持续强劲

格隆汇10-01

美光科技(MU.O)2026财年Q4营收542.29亿美元，去年同期113.15亿美元，市场预期505.84亿美元。美光科技还给出了超出预期的当前季度销售预测，因为人工智能的快速发展推动了前所未有的需求。该公司在周三的声明中表示，预计下一财年第一季度的收入将约为600亿美元至630亿美元，分析师平均预计为568亿美元。扣除某些项目后，利润将约为每股38.15美元，而预测为36.02美元。报告发布后...

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.laohunote.com/m/news/2672462782?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-10-01 04:25","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2672462782","market":"hk","top_or_hot":-1,"title":"美光一财季营收指引超预期 AI需求持续强劲","media":"格隆汇","content":"<div>\n<p>美光科技(MU.O)2026财年Q4营收542.29亿美元，去年同期113.15亿美元，市场预期505.84亿美元。美光科技还给出了超出预期的当前季度销售预测，因为人工智能的快速发展推动了前所未有的需求。该公司在周三的声明中表示，预计下一财年第一季度的收入将约为600亿美元至630亿美元，分析师平均预计为568亿美元。扣除某些项目后，利润将约为每股38.15美元，而预测为36.02美元。报告发布后...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n","source":"live_gelonghui","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>美光一财季营收指引超预期 AI需求持续强劲</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美光一财季营收指引超预期 AI需求持续强劲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-01 04:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美光科技(MU.O)2026财年Q4营收542.29亿美元，去年同期113.15亿美元，市场预期505.84亿美元。美光科技还给出了超出预期的当前季度销售预测，因为人工智能的快速发展推动了前所未有的需求。该公司在周三的声明中表示，预计下一财年第一季度的收入将约为600亿美元至630亿美元，分析师平均预计为568亿美元。扣除某些项目后，利润将约为每股38.15美元，而预测为36.02美元。报告发布后...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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":"DRMY","symbol_name":"XFUNDS Memory Income ETF","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2672462782","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2672462782","pubTimestamp":1790799906,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"美光科技(MU.O)2026财年Q4营收542.29亿美元，去年同期113.15亿美元，市场预期505.84亿美元。美光科技还给出了超出预期的当前季度销售预测，因为人工智能的快速发展推动了前所未有的需","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"DRMY":"XFUNDS Memory Income ETF","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","FXL":"First Trust Technology AlphaDEX Fund","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","AIQ":"Global X Artificial Intelligence & Technology ETF","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BAI":"iShares A.I. Innovation and Tech Active ETF","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BOBP":"CORE16 Best of Breed Premier Index ETF","SMH":"半导体指数ETF-HOLDRs","BK4566":"资本集团","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","AIS":"VistaShares Artificial Intelligence Supercycle ETF","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4605":"半导体精选","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","FDTX":"Fidelity Disruptive Technology ETF","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","DISK":"Tema Memory ETF","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","MUU":"2倍做多MU ETF-Direxion","IETC":"iShares U.S. Tech Independence Focused ETF","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4527":"明星科技股","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","MUYY":"GraniteShares YieldBOOSTMU ETF","JGRO":"Jpmorgan Active Growth ETF","TTXU":"Direxion Daily Technology Top 5 Bull 2X ETF","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","MUZ":"2倍做空MU ETF-Defiance","FTXL":"First Trust Nasdaq Semiconductor ETF","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","EMSF":"Matthews Emerging Markets Sustainable Future Active ETF","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4575":"芯片概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","CHPX":"Global X AI Semiconductor & Quantum ETF","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4579":"人工智能","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","PTF":"Invesco Dorsey Wright Technology Momentum ETF","WLDR":"Affinity World Leaders Equity ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","WUGI":"AXS Esoterica NextG Economy ETF","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","IXN":"iShares Trust S&P Global Informa","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4543":"AI","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","FTEC":"Fidelity MSCI Information Techno","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4141":"半导体产品","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","RULE":"Adaptive Core ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","EFIV":"SPDR S&P 500 ESG ETF","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","CGGO":"Capital Group Global Growth Equity ETF","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","SOXQ":"Invesco PHLX Semiconductor ETF","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","MIC":"2倍做多MU ETF-Corgi","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","MUD":"1倍做空MU ETF-Direxion","AIFD":"TCW Artificial Intelligence ETF","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","SOXX":"iShares费城交易所半导体ETF","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","MUG":"Leverage Shares 2X Long MU Daily ETF","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4554":"元宇宙及AR概念","USXF":"iShares ESG Advanced MSCI USA ETF","MULL":"2倍做多MU ETF-GraniteShares","BK4553":"喜马拉雅资本持仓","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","XNTK":"SPDR NYSE Technology ETF","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","MU":"美光科技","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","XLK":"高科技指数ETF-SPDR","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SHOC":"Strive U.S. Semiconductor ETF","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","VGT":"信息技术ETF-Vanguard","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","PSI":"INVESCO SEMICONDUCTORS ETF","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4588":"碎股","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC"},"translate_title":"Micron's Q1 revenue guidance exceeded expectations, and AI demand remained strong.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d77af1d3e67754d56c30a9d1e05a2c3d","symbols_score_info":{"RULE":0.6,"SOXQ":0.6,"EMSF":0.6,"LEGR":0.6,"SHOC":0.6,"FTEC":0.6,"FAI":0.6,"AIS":0.6,"WUGI":0.6,"MUD":0.6,"MUG":0.6,"IXN":0.6,"SOXX":0.6,"AIFD":0.6,"PTF":0.6,"XLK":0.6,"IETC":0.6,"SMH":0.6,"CGGO":0.6,"MU":1.96,"USXF":0.6,"WLDR":0.6,"VGT":0.6,"MUU":0.6,"SMU00main":0.6,"TTXU":0.6,"BOBP":0.6,"HBMX":0.6,"XNTK":0.6,"DISK":0.6,"CHPS":0.6,"BAI":0.6,"MULL":0.6,"CHPX":0.6,"FDTX":0.6,"MUYY":0.6,"FTXL":0.6,"TRFK":0.6,"PSI":0.6,"EFIV":0.6,"FXL":0.6,"MUZ":0.6,"JGRO":0.6,"EGGY":0.6,"AIQ":0.6,"DRMY":0.6,"MIC":0.6},"content_text":"美光科技(MU.O)2026财年Q4营收542.29亿美元，去年同期113.15亿美元，市场预期505.84亿美元。美光科技还给出了超出预期的当前季度销售预测，因为人工智能的快速发展推动了前所未有的需求。该公司在周三的声明中表示，预计下一财年第一季度的收入将约为600亿美元至630亿美元，分析师平均预计为568亿美元。扣除某些项目后，利润将约为每股38.15美元，而预测为36.02美元。报告发布后，股价在盘后交易中上涨不到1%。摩根士丹利分析师表示：“我们认为，短期内的市场状况仍然非常好，强劲的需求和价格上涨显而易见。讨论的焦点显然已经从能好到什么程度转向了能保持多久的利好？”","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.52.0","shortVersion":"4.52.0","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/2672462782","isCrawlerRequest":true}