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MU 美光科技
总统日休市 02-13 16:00:00 EST
411.66
-2.31
-0.56%
盘后
409.01
-2.65
-0.64%
19:59 EST
最高
420.88
最低
392.71
成交量
3,381万
今开
405.19
昨收
413.97
日振幅
6.80%
总市值
4,633亿
流通市值
4,590亿
总股本
11.26亿
成交额
138.06亿
换手率
3.03%
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
美银Hartnett：“AI颠覆交易”加速扩散，一旦有科技巨头削减开支，将引发美股“轮动海啸”
华尔街见闻 · 15:10
美银Hartnett：“AI颠覆交易”加速扩散，一旦有科技巨头削减开支，将引发美股“轮动海啸”
存储巨头四季报“五大关键点”：当前周期强度超越2017-18“云繁荣周期”
华尔街见闻 · 13:48
存储巨头四季报“五大关键点”：当前周期强度超越2017-18“云繁荣周期”
人工智能热潮引发存储芯片抢购 芯片短缺愈演愈烈
环球市场播报 · 09:13
人工智能热潮引发存储芯片抢购 芯片短缺愈演愈烈
芯片商抢买面板旧厂意在无尘室空间
爱集微 · 07:19
芯片商抢买面板旧厂意在无尘室空间
SK海力士考虑收购工厂，扩产！
半导体圈子 · 02-15 22:29
SK海力士考虑收购工厂，扩产！
存储器市场Q1价格涨幅全面上修，历史新高在即
电子工程专辑 · 02-15 11:57
存储器市场Q1价格涨幅全面上修，历史新高在即
桥水Q4大举增持英伟达和黄金股
格隆汇 · 02-14 11:10
桥水Q4大举增持英伟达和黄金股
机构：AI带动超级周期，存储器产值规模攀升至晶圆代工2倍以上
财闻 · 02-14 11:00
机构：AI带动超级周期，存储器产值规模攀升至晶圆代工2倍以上
集体上调！美光科技目标价
芯报告 · 02-14 10:34
集体上调！美光科技目标价
美光开始量产面向数据中心的固态硬盘
格隆汇 · 02-14 10:23
美光开始量产面向数据中心的固态硬盘
DRAM持续紧缺，要涨到2028年？
芯智讯 · 02-14 10:19
DRAM持续紧缺，要涨到2028年？
内存价格飙升催生，供应商主导新合同模式
维文信载板与封测 · 02-14 10:02
内存价格飙升催生，供应商主导新合同模式
巴克莱四季度增持美光科技等五股，减持英伟达微软等
DoNews · 02-14 07:12
巴克莱四季度增持美光科技等五股，减持英伟达微软等
亚洲追随华尔街AI担忧情绪
环球市场播报 · 02-13 23:46
亚洲追随华尔街AI担忧情绪
异动解读 | HBM4市场份额承压，美光科技盘中大跌5.04%
异动解读 · 02-13 22:49
异动解读 | HBM4市场份额承压，美光科技盘中大跌5.04%
存储概念集体回调，闪迪、希捷科技盘初跌超6%
老虎资讯综合 · 02-13 22:49
存储概念集体回调，闪迪、希捷科技盘初跌超6%
美股存储概念股跌幅扩大
格隆汇 · 02-13 22:43
美股存储概念股跌幅扩大
HBM4内存大单被瓜分！
芯东西 · 02-13
HBM4内存大单被瓜分！
全球存储市场规模再创历史新高，4Q25 DRAM/NAND Flash营收市占排名出炉
闪存市场 · 02-13
全球存储市场规模再创历史新高，4Q25 DRAM/NAND Flash营收市占排名出炉
存储巨头业绩指引远超预期叠加HBM4需求乐观，存储芯片板块午后走高 深科技盘中涨停
财闻 · 02-13
存储巨头业绩指引远超预期叠加HBM4需求乐观，存储芯片板块午后走高 深科技盘中涨停
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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22:29","pubTimestamp":1771165785,"startTime":"0","endTime":"0","summary":"此前市场传闻称，美光科技在收购PSMC铜罗晶圆厂后，也将收购群创光电的Fab 5工厂，通过收购并改造的方式迅速扩大其存储器业务版图。据业内人士透露，LGD位于坡州的P7工厂可能将被出售给SK海力士，目前双方正在就此进行谈判。尽管SK海力士可能需要考虑P7工厂位于坡州，距离其主要业务运营地点相对较远这一不利因素，但业内人士认为，如果SK海力士最终完成收购，对LGD而言无疑是利好消息。","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=nesSN2026021522385397a6472f&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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10:34","pubTimestamp":1771036454,"startTime":"0","endTime":"0","summary":"由于HBM短缺，存储芯片价格上涨和产能不足推高了市场对2026年的预期，美光科技从中受益。摩根士丹利将目标价从350美元上调至450美元，并维持增持评级。主要理由是DRAM价格上涨以及HBM供应面临显著限制。与此同时，瑞穗证券目标价为480美元，而菲利普证券首次进行评级，目标价为500美元。美光科技2026财年HBM芯片供应已全部售罄。2025财年第四季度，HBM营收接近20亿美元，年化营收约80亿美元。美光公司确认HBM4已实现大规模量产。","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=nesSN20260214111129a4a2fe05&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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10:19","pubTimestamp":1771035571,"startTime":"0","endTime":"0","summary":"多家DRAM厂商均表示，二季度DRAM价格将进一步上涨，2026年的产能已经售罄，甚至2027年的产能也已经售罄，合约价格则都是需要逐季确定。不少业者甚至认为DRAM紧缺、涨价的态势将延续到2028年。美光报告称，HBM和其他云相关内存产品在其DRAM收入中的占比将从2023年的17%增长到2025年的近50%。至于，美光今年1月在美国纽约州动工兴建的一座DRAM晶圆厂，则是要等到2030 年才能全面投产。","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=nesSN20260214105044a6f9d951&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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10:02","pubTimestamp":1771034521,"startTime":"0","endTime":"0","summary":"△广告与正文无关内存价格上涨甚至改变了供货合同的谈判方式。通常情况下，DRAM 和 NAND 等内存产品在签订初始供货合同时会确定固定价格。例如，如果签订了一份以 100 韩元的价格供应 DRAM 的合同，该价格通常会维持一年左右。例如，即使约定以每单位100韩元的价格供应一年的DRAM，如果DRAM价格在合同期结束时上涨了100%，则需额外支付100韩元。","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=nesSN2026021411440695411d58&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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23:46","pubTimestamp":1770997560,"startTime":"0","endTime":"0","summary":"尽管三星电子（KRX：005930）、台积电（TSM）和美光（MU）等硬件领导者因内存供应趋紧吸引资金流入，但亚洲股市追随美国股市因AI颠覆担忧而下跌。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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| HBM4市场份额承压，美光科技盘中大跌5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163154682","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1163154682?lang=zh_cn&edition=full","pubTime":"2026-02-13 22:49","pubTimestamp":1770994199,"startTime":"0","endTime":"0","summary":"美光科技今日盘中股价大跌5.04%，引起了市场的广泛关注。消息面上，HBM4高带宽内存市场的竞争格局近期成为焦点。据媒体报道，英伟达已初步将其HBM4需求的约50%分配给SK海力士，三星和美光则各分得约20%的份额。市场研究机构Counterpoint Research预计，2026年全球HBM4市场中，美光的市占率约为18%，落后于SK海力士和三星。同时，三星已宣布其HBM4芯片开始量产并交付客户，性能表现亮眼，而美光在HBM4验证进度上相对较缓，这加剧了市场对其在关键AI存储赛道上面临竞争压力的担忧。此外，盘中时段，美股存储概念股普遍出现下跌，市场情绪可能受到行业整体表现的影响。","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":"-1","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":"1172256421","title":"存储概念集体回调，闪迪、希捷科技盘初跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172256421","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1172256421?lang=zh_cn&edition=full","pubTime":"2026-02-13 22:49","pubTimestamp":1770994148,"startTime":"0","endTime":"0","summary":"西部数据跌超5%，美光科技跌超4%。","market":"us","thumbnail":"https://static.tigerbbs.com/eb37be3f49cb33b2167b54f0e94821bc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/eb37be3f49cb33b2167b54f0e94821bc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"4595f8cd609e97987b80bbaf9d28448a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["STX","SNDK","WDC","MU"],"gpt_icon":0},{"id":"2611658711","title":"美股存储概念股跌幅扩大","url":"https://stock-news.laohu8.com/highlight/detail?id=2611658711","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611658711?lang=zh_cn&edition=full","pubTime":"2026-02-13 22:43","pubTimestamp":1770993819,"startTime":"0","endTime":"0","summary":"格隆汇2月13日｜美股存储概念股跌幅扩大，其中，希捷科技跌超6%，西部数据跌超5%，闪迪跌超6%，美光科技跌超5%。","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=nesSN20260213224414a4a13bea&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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17:56","pubTimestamp":1770976584,"startTime":"0","endTime":"0","summary":"三巨头HBM争夺战白热化。这给全球HBM霸主SK海力士不断施加新压力。美光科技计划在2026年全面推出HBM4。英伟达将在今年3月的GTC大会上发布新一代旗舰AI计算平台Vera Rubin，预计将进一步点燃HBM抢位战。早先有韩媒援引消息人士报道，英伟达将其HBM4需求的约70%分配给了SK海力士。市场研究机构Counterpoint Research此前预计，2026年全球HBM4市场中，SK海力士、三星、美光的市占率分别为54%、28%、18%。去年6月，美光向重点客户交付了36GB、12层封装的HBM4样品。","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=nesSN20260213202739a4a0d087&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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DRAM/NAND Flash营收市占排名出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=2611601135","media":"闪存市场","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611601135?lang=zh_cn&edition=full","pubTime":"2026-02-13 14:59","pubTimestamp":1770965942,"startTime":"0","endTime":"0","summary":"在这些因素的共同作用下，DRAM/NAND Flash价格在四季度迎来大幅上涨，而供需失衡态势持续蔓延，预计Memory价格在2026年全年将维持涨势。据CFM闪存市场分析，2025年四季度全球DRAM/NAND Flash市场规模达755.1亿美元，环比增长29.2%，其中全球DRAM市场规模环比增长29.8%至519.65亿美元，NAND市场规模环比增长27.8%至235.45亿美元。全年来看，2025年全球DRAM/NAND Flash市场规模历史上首次突破2000亿，同比增长32.7%至2215.91亿美元。","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=nesSN20260213150421a49f9a58&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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