美光科技CEO梅赫罗特拉：目前已锁定约1500亿美元长期订单，AI存储需求紧张

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美光科技董事长兼CEO桑杰·梅赫罗特拉（Sanjay Mehrotra）在财报电话会上表示，美光目前已签署 26 项长协，锁定约 1,500 亿美元（现汇率约合 1.01 万亿元人民币）长期订单，2027 和 2028 年存储市场供需将比 2026 年更为紧缺，且“看不到供需恢复平衡的尽头”。美光科技于周三公布的季度营收指引高于市场预期，今年截至目前，这家企业的股价涨幅已经超过两倍。受 AI 增长...

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