AI存储芯片厂商美光营收增至原先五倍，美光赚得盆满钵满，却让其他各方承压

环球市场播报10-01

专题：聚焦美股2026年第二季度财报　　存储芯片厂商美光公布，截至 9 月 3 日的财季，受 AI 芯片所需高带宽存储器（HBM）需求持续火爆拉动，公司营收近乎增至原先五倍，达到 542 亿美元。　　得益于产品提价，美光毛利率近乎翻倍至 86.8%；本季度公司自由现金流高达 330 亿美元，而上一财季约为 175 亿美元。这一自由现金流规模已经超过苹果 7 月所在财季的 320 亿美元，也大幅...

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While Micron has made a fortune, it has put pressure on other parties.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d246ca1ca7baa6eac48fe90318c7d682","symbols_score_info":{"WUGI":0.6,"MU":1.95,"SHOC":0.6,"MUZ":0.6,"FDTX":0.6,"AIS":0.6,"TRFK":0.6,"MIC":0.6,"FAI":0.6,"CHPS":0.6,"XNTK":0.6,"MUG":0.6,"AIFD":0.6,"VGT":0.6,"WLDR":0.6,"SMU00main":0.6,"MUU":0.6,"BAI":0.6,"JGRO":0.6,"MULL":0.6,"CHPX":0.6,"SOXQ":0.6,"FXL":0.6,"SMH":0.6,"LEGR":0.6,"SOXX":0.6,"TTXU":0.6,"AIQ":0.6,"IETC":0.6,"IXN":0.6,"CGGO":0.6,"USXF":0.6,"EGGY":0.6,"MUYY":0.6,"XLK":0.6,"EFIV":0.6,"PTF":0.6,"RULE":0.6,"FTEC":0.6,"EMSF":0.6,"PSI":0.6,"BOBP":0.6},"content_text":"专题：聚焦美股2026年第二季度财报\n　　存储芯片厂商美光公布，截至 9 月 3 日的财季，受 AI 芯片所需高带宽存储器（HBM）需求持续火爆拉动，公司营收近乎增至原先五倍，达到 542 亿美元。\n　　得益于产品提价，美光毛利率近乎翻倍至 86.8%；本季度公司自由现金流高达 330 亿美元，而上一财季约为 175 亿美元。这一自由现金流规模已经超过苹果 7 月所在财季的 320 亿美元，也大幅高于英伟达最新财报的现金水平。\n　　包括美光在内的高带宽存储器厂商，产品订单已经排到明年。真正的考验将在数年后到来 —— 今年美光与大型云服务商及其他客户签订的长期供货协议届时将会到期。尽管如此，在可预见的未来，这些协议已经确保存储企业稳赚收益。三大 HBM 头部供应商还通过投资来拉动自身产品需求，三家均参与了 Anthropic 最新一轮融资。\n　　美光的大丰收，却几乎给其他所有企业带来压力。据 The Information 报道，英伟达已经测试下一代 Rubin Ultra 芯片的减配显存版本；受存储芯片成本上涨等因素影响，英伟达新一代芯片整套产品的价格上涨约 17%。Meta 与苹果的消费硬件同样采购美光等厂商的存储芯片，两家企业也提示，部分成本上涨源自存储芯片提价。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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/2672753725","isCrawlerRequest":true}