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MU 美光科技
盘前交易 12-29 08:41:12 EST
284.79
-1.89
-0.66%
盘前
280.83
-3.85
-1.35%
08:40 EST
最高
290.87
最低
283.42
成交量
1,788万
今开
290.84
昨收
286.68
日振幅
2.60%
总市值
3,205亿
流通市值
3,175亿
总股本
11.26亿
成交额
51.18亿
换手率
1.60%
流通股本
11.15亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
2025年，芯片巨头退出清单！
21ic电子网 · 16:55
2025年，芯片巨头退出清单！
SK海力士难供货，谷歌采购高管被解雇
电子工程专辑 · 10:50
SK海力士难供货，谷歌采购高管被解雇
都想供货给NVIDIA！SK海力士、三星和美光加速16层堆叠HBM
快科技 · 10:49
都想供货给NVIDIA！SK海力士、三星和美光加速16层堆叠HBM
一周美股牛榜 | 铜价上涨带动麦克莫兰铜金本周累升8%；美光科技上涨7%；花旗周升6%
老虎资讯综合 · 10:02
一周美股牛榜 | 铜价上涨带动麦克莫兰铜金本周累升8%；美光科技上涨7%；花旗周升6%
巨型DRAM芯片工厂，将投产！
天天IC · 12-28 18:47
巨型DRAM芯片工厂，将投产！
东京秋叶原内存供应紧张 部分店铺对大显存显卡实施限购措施
ITBEAR科技资讯 · 12-28 09:42
东京秋叶原内存供应紧张 部分店铺对大显存显卡实施限购措施
SK海力士M15X厂，明年5月开始运营
半导体产业纵横 · 12-27 10:52
SK海力士M15X厂，明年5月开始运营
韦德布什：服务器与存储芯片需求尚未出现放缓迹象
环球市场播报 · 12-27 04:47
韦德布什：服务器与存储芯片需求尚未出现放缓迹象
被传为应对内存短缺进军DRAM制造 华硕已否认！
贝果财经 · 12-26 22:10
被传为应对内存短缺进军DRAM制造 华硕已否认！
华硕2026年二季度拟入局内存生产 应对短缺完善供应链布局
ITBEAR科技资讯 · 12-26
华硕2026年二季度拟入局内存生产 应对短缺完善供应链布局
闪迪、美光科技等：盘前上涨，2026年NAND价或涨40%
和讯网 · 12-26
闪迪、美光科技等：盘前上涨，2026年NAND价或涨40%
美光业绩指引超预期，存储涨价或影响下游出货 | 投研报告
中国能源网 · 12-26
美光业绩指引超预期，存储涨价或影响下游出货 | 投研报告
存储短缺白热化，科技巨头开始驻韩"抢芯"
腾讯自选股综合 · 12-26
存储短缺白热化，科技巨头开始驻韩"抢芯"
2026年全球HBM芯片市场报告
芯报告 · 12-26
2026年全球HBM芯片市场报告
HBM市场格局生变：三星份额超美光，SK海力士仍稳坐头把交椅
ITBEAR科技资讯 · 12-25
HBM市场格局生变：三星份额超美光，SK海力士仍稳坐头把交椅
存储扩产 “卡壳”了
Ofweek维科网 · 12-25
存储扩产 “卡壳”了
美光卡了英伟达的脖子
36氪财经 · 12-25
美光卡了英伟达的脖子
AI算力投资新主轴！ 2025年市场真金白银选出AI交易大赢家：存储、光互连与TPU
智通财经 · 12-25
AI算力投资新主轴！ 2025年市场真金白银选出AI交易大赢家：存储、光互连与TPU
存储涨价潮持续，自主扩产还是寻求代工？
21世纪经济报道 · 12-25
存储涨价潮持续，自主扩产还是寻求代工？
期权大单 | 英特尔受冲击PUT激增；存储涨价推动美光再创新高；库克增持耐克，引爆看涨狂潮
老虎资讯综合 · 12-25
期权大单 | 英特尔受冲击PUT激增；存储涨价推动美光再创新高；库克增持耐克，引爆看涨狂潮
加载更多
公司概况
公司名称：
美光科技
所属市场：
NASDAQ
上市日期：
--
主营业务：
美光科技公司及其合并子公司是创新内存和存储解决方案的行业领导者。通过其全球品牌Micron和Critical，其广泛的高性能内存和存储技术组合，包括DRAM、NAND、NOR内存，正在改变世界如何利用信息丰富所有人的生活。凭借超过40年的技术领先地位，公司的内存和存储解决方案在移动、数据中心、客户端、消费者、工业、图形、汽车和网络等关键市场领域实现颠覆性趋势，包括人工智能、5G、机器学习和自主车。
发行价格：
--
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铜价上涨带动麦克莫兰铜金本周累升8%；美光科技上涨7%；花旗周升6%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FCX","SNDK","Q","TPR","NEM","MRK","NVDA","MU","C","NUE"],"gpt_icon":1},{"id":"2594585222","title":"巨型DRAM芯片工厂，将投产！","url":"https://stock-news.laohu8.com/highlight/detail?id=2594585222","media":"天天IC","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594585222?lang=zh_cn&edition=full","pubTime":"2025-12-28 18:47","pubTimestamp":1766918838,"startTime":"0","endTime":"0","summary":"首个洁净室将于2025年12月竣工，试生产后约6个月进入量产阶段，预计每月生产约5万片12英寸DRAM晶圆。工厂将同时生产当前主力产品HBM3E及下一代产品HBM4。AI芯片需高性能GPU与低功耗HBM协同，但HBM供应严重不足。行业分析师指出，HBM市场已进入“稳定供应能力竞争”阶段，SK Hynix通过M15X工厂的投产及HBM4量产，有望在2026年巩固其全球第一地位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251228185118a481e07c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:52","pubTimestamp":1766803950,"startTime":"0","endTime":"0","summary":"据业内人士透露，SK海力士将于明年5月完成M15X晶圆厂首个洁净室的建设并开始试生产。M15X工厂将配备两间洁净室，其中一间将于明年5月竣工。SK海力士此次增产计划也包含进一步拉开与竞争对手差距的策略。金融投资行业预测，由于SK海力士率先实现HBM4量产并提高HBM3E的产量，其市场份额明年将超过50%。SK海力士计划于明年2月开始HBM4量产，并于5月启动M15X的生产，从而巩固其在HBM领域的领先地位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251227105447a47dae07&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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SF065","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-27/doc-inheepay0489238.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4532","LU2211815571.USD","IE0002270589.USD","LU1366333091.USD","BK4533","LU0719512351.SGD","GB00BDT5M118.USD","MU","LU2931357623.SGD","BK4585","IE00B19Z3581.USD","BK4566","BK4588","LU0127658192.USD","LU2360106780.USD","LU1852331112.SGD","LU0642271901.SGD","LU2048586759.USD","LU0081259029.USD","BK4141","BK4527","LU0157215616.USD","BK4575","IE00B7SZLL34.SGD","LU0274383776.USD","LU0792757196.USD","BK4605","LU0056508442.USD","LU0082616367.USD","LU1323610961.USD","LU0889566641.SGD","LU2089985449.USD","LU2286300806.USD","LU1267930813.SGD","BK4512","BK4579","BK4554","LU0203345920.USD","BK4553","LU2250418816.HKD","LU0203347892.USD","BK4543","IE00B19Z3B42.SGD","LU1316542783.SGD"],"gpt_icon":0},{"id":"2594829177","title":"被传为应对内存短缺进军DRAM制造 华硕已否认！","url":"https://stock-news.laohu8.com/highlight/detail?id=2594829177","media":"贝果财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594829177?lang=zh_cn&edition=full","pubTime":"2025-12-26 22:10","pubTimestamp":1766758207,"startTime":"0","endTime":"0","summary":"据科技媒体Sakhtafzarmag报道，华硕计划于2026年第二季度开始进入DRAM 制造领域，以应对全球内存短缺。该传闻迅速被多家国际及中国大陆媒体转载。多位半导体行业人士亦认为华硕进军DRAM制造可能性低。探索科技首席分析师王树一对记者表示：“DRAM产业对资本投入要求极高，远超华硕承受能力。”","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226221244a47c039e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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应对短缺完善供应链布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2594957012","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594957012?lang=zh_cn&edition=full","pubTime":"2025-12-26 19:38","pubTimestamp":1766749102,"startTime":"0","endTime":"0","summary":"在此背景下，知名科技企业华硕近日宣布将启动内存模组生产项目，计划于2026年第二季度实现量产，旨在通过垂直整合供应链增强自身竞争力。华硕此次布局内存生产，恰好填补了这一市场空白，其核心目标是为旗下TUF电竞特工与ROG玩家国度两大产品线构建稳定的供应链体系，降低对第三方供应商的依赖程度。供应链管理层面，垂直整合内存生产环节将赋予华硕更强的自主权。行业观察人士指出，华硕的入局可能引发PC硬件市场的连锁反应。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226195023a47b9705&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 投研报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2594152263","media":"中国能源网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594152263?lang=zh_cn&edition=full","pubTime":"2025-12-26 10:00","pubTimestamp":1766714404,"startTime":"0","endTime":"0","summary":"申港证券近日发布电子行业研究周报：根据闪存市场和华尔街见闻，美光发布其第一财季业绩，该季度调整后营收136.4亿美元，同比增长57%，高于市场预期的129.5亿美元。以下为研究报告摘要：投资摘要：每周一谈：美光业绩指引超预期存储涨价或影响下游出货美光业绩指引超预期，公司预计2026年DRAM与NAND行业bit出货增长约20%。业绩超预期主要受益于存储芯片供应趋紧、价格大幅上涨，以及人工智能数据中心需求迅猛增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226110031a479cfeb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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06:30","pubTimestamp":1766701829,"startTime":"0","endTime":"0","summary":"SK海力士和美光科技已经验证了超过2TB的带宽，正在向英伟达提供12层和16层HBM4样品进行验证。12月传统DRAM合约价格环比上涨超过30% ，这一趋势将持续到2026年。Presence Research预测，全球HBM市场规模，预计2026年增长至约92亿美元。HBM4预计2026年下半年全面量产，2027年显著提升销售额。HBM4供应集中在三星电子、SK海力士、美光科技及主要代工合作伙伴台积电。谁能在2026年率先实现16层HBM4量产，将成为决定市场格局的关键因素。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226063947a6cff74f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:28","pubTimestamp":1766669290,"startTime":"0","endTime":"0","summary":"尽管三星电子在HBM这一高附加值领域的市场份额仍落后于SK海力士，但其增长势头不容小觑。市场研究机构数据显示，三星电子今年一季度全球HBM市场份额为13%，二季度提升至15%，三季度进一步扩大至22%。值得注意的是，三星电子份额攀升的两个季度里，SK海力士的市场占比虽有所回落，但仍保持绝对领先地位。具体来看，SK海力士一季度份额高达69%，二季度降至64%，三季度为57%，即便如此，其份额仍超过三星电子与美光的总和。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225222918a6cf02ac&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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“卡壳”了","url":"https://stock-news.laohu8.com/highlight/detail?id=2594236663","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594236663?lang=zh_cn&edition=full","pubTime":"2025-12-25 17:53","pubTimestamp":1766656390,"startTime":"0","endTime":"0","summary":"近期，全球存储行业正经历一场“量价博弈” 的特殊周期。一方面，AI 数据中心带来的强劲需求推动存储芯片价格持续飙升，行业步入上行通道；另一方面，国内外头部企业纷纷掀起扩产热潮，试图抢占市场份额。一方面，AI 驱动的存储扩产潮使得洁净室建设需求短期内爆发式增长；另一方面，行业供给能力却难以同步跟进。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225175339a4771a19&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:32","pubTimestamp":1766637147,"startTime":"0","endTime":"0","summary":"期权市场总成交量27,842,425张合约，其中看涨期权占比58%。12月26日到期的60美元的行权看涨期权交易量特别高，共有37,351份合约交易。$NKE 20251226 60.0 CALL$ 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