美光CC slide简单说下_老虎社区_美港股上老虎 - 老虎社区

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美光CC slide简单说下

iAm22
2018-12-19

上一季度也有slide简说，有性趣可以翻到我8月的帖子。🥶水贴之王……翻起来费劲哟

先说下库存问题，没有相关的slide，所以先说，而且重要。如果美光用的是LIFO作为库存价值的会计方法，芯片市场价格继续保持这个行情，甚至继续走低，库存会将会增加产品的销售成本，会进一步拉低毛利率。

DRAM出货量没见涨，那么库存也会继续增加，那将是恶性循环，可以留意AMD和英特尔的CPU销售情况是否有增加销量和产量

手机嘛也简单，留意苹果的销量了

很明显数据中心和PC更大的拖累了销售额，毕竟美光大概70%业务来自DRAM

现金流依旧强劲，但是环比略有下跌，公司我之前看是没有短期到期的可转债，股价下行暂时不会对bond造成压力。但是作为资金密集型行业，资金支出大，有财务费用支出，研发支出，扩产支出等，还需要照顾回购，因此现金并不是多的可以乱花，后续的现金产出能力也待观察！

$苹果(AAPL)$ @Tony特别帅

$AMD(AMD)$ $西部数据(WDC)$ $希捷科技(STX)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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价值价值投资
·2018-12-19
做为一个非理科生，下午看dram 啥的看的头都大了
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类星体
·2018-12-19
非常感谢分享！
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闪光飞鹰
·2018-12-19
3Q[财迷]
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偏见
·2018-12-19
有性趣
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价值价值投资
·2018-12-19
不明觉历
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