美光科技(MU)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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MU 美光科技

交易中 12-19 10:54:29 EST

263.08

+14.53

+5.85%

最高268.38	最低251.75	成交量2,018万
今开251.75	昨收248.55	日振幅6.69%
总市值2,961亿	流通市值2,933亿	总股本11.26亿
成交额52.84亿	换手率1.81%	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--

数据加载中...

北京优虎网络科技有限公司

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| 财报超预期+AI需求激增，美光科技盘中大涨5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155848087","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1155848087?lang=zh_cn&edition=full","pubTime":"2025-12-19 22:36","pubTimestamp":1766155014,"startTime":"0","endTime":"0","summary":"美光科技（MU）今日盘中大涨5.08%，股价表现强劲，引发市场广泛关注。消息面上，美光科技最新公布的2026财年第一季度财报显示，其营收和利润均大幅超出市场预期，尤其是AI数据中心对高带宽内存（HBM）和DRAM芯片的需求激增，推动公司业绩显著提升。公司管理层预计，由于供应持续紧张，存储芯片价格将进一步上涨，行业景气度有望延续至2026年。华尔街分析师纷纷上调美光科技的目标价，摩根士丹利将其列为首选股票，目标价上调至350美元，并称这是“美国半导体行业历史上收入/净利润增长幅度最大的一次”。此外，花旗、Wolfe Research等机构也相继调高目标价，看好公司在AI浪潮中的长期增长潜力。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MU"],"gpt_icon":0},{"id":"1108430932","title":"美股存储概念股盘初走强，美光科技、SanDisk涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108430932","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1108430932?lang=zh_cn&edition=full","pubTime":"2025-12-19 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14:46","pubTimestamp":1766126794,"startTime":"0","endTime":"0","summary":"要点美光对2月份所在财季营收的预测中值为187亿美元，显著高于市场一致预期的143亿美元，引发了市场将其与英伟达过往表现相提并论。美光预计，部分客户的需求只能满足一半到三分之二。分析师预测，存储行业正进入超级周期，随着未来几年供应紧张，美光历史性高达68%的毛利率有望进一步提升。\"美光股价在周四大涨10%。截至周三收盘，美光股价年内已累计上涨168%。他将美光的业绩形容为“32年来跟踪存储股看到的最迅速的一次转折”。","market":"us","thumbnail":"https://community-static.tradeup.com/news/b617a7e00be6631e7a7f2c97349fe441","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/b617a7e00be6631e7a7f2c97349fe441"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"gpt_icon":1},{"id":"1145916375","title":"期权大单｜美光迎“超级周期”被继续看涨，CoreWeave认购合约布局100美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1145916375","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1145916375?lang=zh_cn&edition=full","pubTime":"2025-12-19 14:44","pubTimestamp":1766126690,"startTime":"0","endTime":"0","summary":"周四美股期权市场成交65,293,251张合约。","market":"us","thumbnail":"https://static.tigerbbs.com/9d0d1792c869b9162416a711097f50dd","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9d0d1792c869b9162416a711097f50dd"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU","CRWV"],"gpt_icon":1},{"id":"2592518701","title":"美光2026 Q1营收暴增57%！全年HBM产能被抢订一空","url":"https://stock-news.laohu8.com/highlight/detail?id=2592518701","media":"国际电子商情","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592518701?lang=zh_cn&edition=full","pubTime":"2025-12-19 14:22","pubTimestamp":1766125379,"startTime":"0","endTime":"0","summary":"美光科技日前发布了其2026财年第一季度的财务报告。本季度，美光实现营收136.43亿美元，同比增长57%，环比提升21%;净利润达到52.4亿美元，同比激增180%。美光透露，其2026年全年的HBM产能已全部被客户预订完毕，且下一代HBM4产品的良率表现优于预期，预计将在下一季度开始逐步放量。面对持续旺盛的需求，美光已将2026财年全年资本支出上调至200亿美元，重点投向先进DRAM和HBM产线建设。消息公布后，美光股价在盘后交易中一度上涨超过9%。","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=nesSN20251219154844a6b60ec8&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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明年均价或上涨6.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592132476","media":"中华网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592132476?lang=zh_cn&edition=full","pubTime":"2025-12-19 11:47","pubTimestamp":1766116054,"startTime":"0","endTime":"0","summary":"来自Counterpoint Research最新发布的《全球智能手机出货追踪与预测》显示，受存储芯片成本大幅上涨影响，2026年全球智能手机市场将呈现“量减价升”态势。受成本转嫁与产品结构调整影响，2026年智能手机平均售价预测从2025年9月的年增3.6%，上调至年增6.9%。售价上调的背后，DRAM价格上涨是核心推手，当前低、中、高价位段机型BoM成本已分别增加约25%、15%、10%。","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=nesSN20251219115221a6b54d38&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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11:44","pubTimestamp":1766115897,"startTime":"0","endTime":"0","summary":"美光科技2026财年第一季度法说会披露的DRAM业务数据，不仅展现了行业龙头的强劲增长势头，更揭示了AI时代存储市场的深层变革逻辑——供需失衡引发的超级周期已然成型，技术领先与产能布局成为决胜未来的关键。美光DRAM业务的季度表现堪称“现象级”：单季营收突破108亿美元，占据总营收的79%，同比激增69%、环比增长20%，创下历史新高。从行业格局看，美光的DRAM业务表现正是全球存储市场结构性变革的缩影。","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=nesSN20251219115640a45e3fa3&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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明年产能都卖完","url":"https://stock-news.laohu8.com/highlight/detail?id=2592131377","media":"快科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592131377?lang=zh_cn&edition=full","pubTime":"2025-12-19 10:21","pubTimestamp":1766110876,"startTime":"0","endTime":"0","summary":"快科技12月19日消息，在消费存储市场摸爬滚打了29年的品牌Crucial ，被美光一纸声明放弃，大家觉得很惋惜，但他们认为简直不能更正确。按照美光的说法，明年的存储产能已经被提前抢光，而2026年第二季度财报营收预计是187亿美元，远高于华尔街预估的142.3亿美元。目前美光的营运现金流攀升至84.1 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