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

休市中 12-19 16:00:00 EST

265.92

+17.37

+6.99%

盘后270.30

+4.38+1.65%

19:59 EST

最高268.38	最低251.75	成交量6,231万
今开251.75	昨收248.55	日振幅6.69%
总市值2,993亿	流通市值2,965亿	总股本11.26亿
成交额164.17亿	换手率5.59%	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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存储概念股、太空概念股、英伟达持仓概念股延续涨势；贵金属板块多数走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1180231121","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1180231121?lang=zh_cn&edition=full","pubTime":"2025-12-22 09:07","pubTimestamp":1766365638,"startTime":"0","endTime":"0","summary":"12月22日，美股夜盘时段，存储概念股普涨，美光科技涨超3%，SanDisk涨超2%，希捷科技、西部数据均涨超1%；太空概念股走高，AST SpaceMobile涨超8%，Rocket Lab涨超6%，回声星通信涨超4%，Destiny Tech100涨超3%；部分英伟达持仓概念股走高，NEBIUS、Applied Digital涨超3%，CoreWeave、Recursion涨超2%；Clearwater涨超8%，私募巨头Permira与华平投资牵头收购Clearwater，估值达84亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["NBIS","ASTS","MU"],"gpt_icon":0},{"id":"2593174861","title":"美银、摩根士丹利上调美光目标价 共识评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2593174861","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593174861?lang=zh_cn&edition=full","pubTime":"2025-12-22 09:06","pubTimestamp":1766365560,"startTime":"0","endTime":"0","summary":"美光科技股价年内涨幅已高达215.97%。该公司于12月17日发布的2026财年第一季度财报，成功扭转了此前英伟达与博通的市场阴霾——这两家公司尽管财报业绩表现强劲，股价却依旧出现下跌。　　美光这份财报及给出的第二季度业绩指引均十分亮眼，引发市场积极反响。财报发布后的首个交易日，美光股价收涨10.2%，报248.55美元。　　财报发布后，摩根士丹利分析师将美光目标价从338美元上调至350美元，并维持“增持”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-22/doc-inhcrpzq9402824.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":["LU1267930813.SGD","MU","BK4554","BK4532","BK4575","LU0642271901.SGD","BK4585","LU0056508442.USD","LU0889566641.SGD","LU2048586759.USD","LU0127658192.USD","BK4533","BK4588","BK4512","LU2286300806.USD","GB00BDT5M118.USD","LU0203345920.USD","LU0203347892.USD","BK4553","LU2211815571.USD","LU0719512351.SGD","BK4605","IE0002270589.USD","IE00B19Z3581.USD","BK4141","LU0082616367.USD","LU2250418816.HKD","BK4543","LU2360106780.USD","BK4579","LU0792757196.USD","LU1852331112.SGD","LU1316542783.SGD","IE00B7SZLL34.SGD","LU2931357623.SGD","BK4527","LU0081259029.USD","LU2089985449.USD","IE00B19Z3B42.SGD","LU1366333091.USD","BK4566","LU1323610961.USD","LU0274383776.USD","LU0157215616.USD"],"gpt_icon":1},{"id":"2593174983","title":"【券商聚焦】中国银河：当前时点是存储芯片赛道下一轮周期的新起点","url":"https://stock-news.laohu8.com/highlight/detail?id=2593174983","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593174983?lang=zh_cn&edition=full","pubTime":"2025-12-22 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07:44","pubTimestamp":1766360685,"startTime":"0","endTime":"0","summary":"全球半导体产业竞争加剧，存储芯片制造商加快生产，应对来自AI服务器的需求。SK海力士位于淸州的新M15X厂也准备投产，该厂将聚焦于DRAM和其他AI相关的存储芯片产品。由于AI相关需求预期在未来几年持续骤增，产能日益被视为竞争力的关键决定因素。当前大缺货下，具备产能的晶圆厂成为国际大厂竞逐的稀缺资源。美光宣布，2026财年资本支出将由原先的180亿美元上调至200亿美元。","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=nesSN20251222075352a6bec58c&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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07:17","pubTimestamp":1766359041,"startTime":"0","endTime":"0","summary":"美光与晟碟一样，希望能在力积电已完工、仍可新增至少四、五万片产能空间的铜锣新厂，导入其技术与机台生产存储器，在最短时间开出新产能。对于相关消息，美光至昨日截稿前尚无回应；力积电则说，确实与多家大厂洽谈合作当中，但无法透露细节。对于数家关键客户，美光目前仅能满足约五成至三分之二的供货量，对新产能需求殷切。消息人士透露，美光与力积电讨论的合作模式至少有三种。","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=nesSN20251222071742a6beacfa&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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07:17","pubTimestamp":1766359041,"startTime":"0","endTime":"0","summary":"Counterpoint研究公司公布的第3季存储器市场追踪和预测报告显示，SK海力士连续第三季维持DRAM市场龙头宝座，但市占率略比第2季下滑4个百分点至34%，南亚科市占率则从1%提高到2%。若只看HBM市场，SK海力士第3季市占率下滑至57%，低于第2季的64%，稳居市场龙头，三星电子则从15%攀升至22%，超越美光的21%，挤下美光、成为第二名。DRAM产业变化快速，SK海力士、三星电子及美光的高市占率仍无法满足市场需求，亟需更多厂商增加产能。","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=nesSN20251222071953a467a771&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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07:52","pubTimestamp":1766274731,"startTime":"0","endTime":"0","summary":"然而，这份“爆表”成绩单，正凸显科技硬体产业正在酝酿的一项重大变化：2026 年全球存储器芯片恐出现严重短缺，规模甚至可能超越 2020 至 2021 年疫情期间的芯片供应危机。2026 年恐重演疫情芯片荒美光股价今年已累计上涨 218%，市场对其亮眼表现并不意外，但即将到来的芯片短缺，仍可能冲击整体科技产业。Counterpoint 已下修预测，认为 2026 年全球智能手机出货量，将因存储器短缺与售价上升而下滑。","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=nesSN20251221075401a6bbc798&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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预计2026年服务器强劲需求将持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2592110887","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592110887?lang=zh_cn&edition=full","pubTime":"2025-12-20 15:25","pubTimestamp":1766215557,"startTime":"0","endTime":"0","summary":"然而，美光科技现在将市场规模达到1000亿美元的预期时间从2030年下调至2028年，这意味着与今年预计的350亿美元HBM销售额相比，复合年增长率将超过40%。美光科技在2026财年第一季度资本支出为54亿美元，略高于其预计2026财年200亿美元总支出的比例。在 11 月季度，美光科技售出了价值 108.1 亿美元的各种 DRAM 内存，同比增长 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08:33","pubTimestamp":1766190798,"startTime":"0","endTime":"0","summary":"集微网·爱集微APP，各大主流应用商店均可下载存储缺货飙涨持续，笔记本电脑品牌宏碁、华硕近日双双证实，将“适度反映成本”，上调PC价格。陈俊圣指出，电脑具体涨价幅度很难说，但目前主要难点是报价。近期传出PC业界开始更改产品设计以应对存储缺货涨价。陈俊圣则指出，PC存储从16G变8G，32G变16G这是会有的现象，这种情况已经发生，因为存储在今年下半年开始涨价，整体产品价格多少会有反映。","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=nesSN20251220083809a6b8f4c0&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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