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$美光科技(MU)$

$MU 上季度每天产生约 5.53 亿美元的收入[财迷]

美光科技预计2027财年运营费用及资本开支大幅增加，锁定1500亿美元长期订单

美光科技预计2027财年运营费用将增加约25亿美元，资本开支显著上调，存储芯片供需状况较2026年大幅收紧，激励薪酬水平也将提高。公司已签署26项长协，锁定约1500亿美元长期订单，预计2027和2028年存储市场供需将比2026年更紧缺，且看不到供需恢复平衡的尽头。

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