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Paul_ZL自由
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IP属地:北京
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Paul_ZL自由
07-13
$能链智电(NAAS)$
发套套咯
Paul_ZL自由
06-03
扯淡,一家公司的市值能赶上日本的GDP了
BofA Securities Raises Price Target on NVIDIA to $1,500 From $1,320, Maintains Buy Rating
Paul_ZL自由
05-22
$禾赛(HSAI)$
这也是自己作死,芯片卖不出好价钱
Paul_ZL自由
05-02
$英特尔(INTC)$
怎么跌不动了阿 快点啊
Paul_ZL自由
04-30
$禾赛(HSAI)$
不光是汽车,那以后无人机一但成本能降下来,那岂不是要起飞
Paul_ZL自由
04-26
$特斯拉(TSLA)$
画饼王就是厉害,动动嘴皮子就能把股价拉回来,但低端车一样会被中国车绞杀,低端和无人驾驶都是国产车的地盘
Paul_ZL自由
02-03
$英伟达(NVDA)$
100倍的市盈率。。。太tmd的扯了
Paul_ZL自由
01-05
$以星航运(ZIM)$
一周涨一倍,我两个月前抛掉,可惜了
Paul_ZL自由
01-03
$金山办公(688111)$
这票PE有120倍,太TM夸张了,年利润增长估计也就个位数,PE10倍顶上天了,合理价格在20快左右。
Paul_ZL自由
2023-11-24
$能链智电(NAAS)$
骗炮的票,每次上车都是反弹高点,然后跌下去几十个点,好几次了,我都亏麻了
Paul_ZL自由
2023-10-27
$英伟达(NVDA)$
体量这么大还接近100倍的PE,太可怕了,20倍比较合理
Paul_ZL自由
2023-09-14
$Arm Holdings(ARM)$
可以直接做空了 未来前景非常不好
Paul_ZL自由
2023-05-26
$美国超微公司(AMD)$
这个有点扯了,500多倍的市盈率
Paul_ZL自由
2023-04-04
$世纪互联(VNET)$
国内都用腾讯会议和飞书
Paul_ZL自由
2023-04-01
$能链智电(NAAS)$
老戏骨了,早盘先拉起来午盘洗一下,临近尾盘再拉起来,好几天了,狼来了不会超过3回
Paul_ZL自由
2023-04-01
好 利好中国厂商
关于对美光公司在华销售产品启动网络安全审查的公告
Paul_ZL自由
2023-03-27
$常山北明(000158)$
请告诉我500多倍的市盈率100年后能否怎么实现
Paul_ZL自由
2023-03-27
$新东方(EDU)$
这货怎么还撑着,没啥价值的直播和拼多多一个货色
Paul_ZL自由
2023-03-27
$能链智电(NAAS)$
.高低走一下,洗洗更健康
Paul_ZL自由
2023-03-13
$美国1年期国债收益率(US12M.BOND)$
这被人爆买了
去老虎APP查看更多动态
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Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1717422591,"share":"https://www.laohu8.com/m/news/2440849510?lang=&edition=full","pubTime":"2024-06-03 21:49","market":"us","language":"en","title":"BofA Securities Raises Price Target on NVIDIA to $1,500 From $1,320, Maintains Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2440849510","media":"MT Newswires Live","summary":"NVIDIA (NVDA) has an average buy rating and price target range of $754 to $1,500, according to analysts polled by Capital IQ.(MT Newswires covers equity, commodity and economic research from major ban","content":"<html><body><p> NVIDIA (NVDA) has an average buy rating and price target range of $754 to $1,500, according to analysts polled by Capital IQ.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price: 1139.53, Change: +43.20, Percent Change: +3.94</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BofA Securities Raises Price Target on NVIDIA to $1,500 From $1,320, Maintains Buy Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBofA Securities Raises Price Target on NVIDIA to $1,500 From $1,320, Maintains Buy Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-06-03 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> NVIDIA (NVDA) has an average buy rating and price target range of $754 to $1,500, according to analysts polled by Capital IQ.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price: 1139.53, Change: +43.20, Percent Change: +3.94</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4548":"巴美列捷福持仓","NVDA":"英伟达","BK4529":"IDC概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4587":"ChatGPT概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4579":"人工智能","LU0056508442.USD":"贝莱德世界科技基金A2","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4141":"半导体产品","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440849510","content_text":"NVIDIA (NVDA) has an average buy rating and price target range of $754 to $1,500, according to analysts polled by Capital IQ.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. 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利好中国厂商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653090147","repostId":"1171488452","repostType":2,"repost":{"id":"1171488452","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680266376,"share":"https://www.laohu8.com/m/news/1171488452?lang=&edition=full","pubTime":"2023-03-31 20:39","market":"us","language":"zh","title":"关于对美光公司在华销售产品启动网络安全审查的公告","url":"https://stock-news.laohu8.com/highlight/detail?id=1171488452","media":"老虎资讯综合","summary":"3月31日,为保障关键信息基础设施供应链安全,防范产品问题隐患造成网络安全风险,维护国家安全,依据《中华人民共和国国家安全法》《中华人民共和国网络安全法》,网络安全审查办公室按照《网络安全审查办法》,","content":"<html><head></head><body><p>3月31日,为保障关键信息基础设施供应链安全,防范产品问题隐患造成网络安全风险,维护国家安全,依据《中华人民共和国国家安全法》《中华人民共和国网络安全法》,网络安全审查办公室按照《网络安全审查办法》,对美光公司(Micron)在华销售的产品实施网络安全审查。(网络安全审查办公室)</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d71950fff9310a129e00f9a44b4b6142\" title=\"\" tg-width=\"1920\" tg-height=\"866\"/></p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前短线下挫,现跌近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/869b1dbdcfa3350b4cdc89b78405ef0c\" title=\"\" tg-width=\"870\" tg-height=\"834\"/></p><p>美光科技不是一般的公司,他是美国最大的电脑存储芯片生产商,也是全球仅余的三大存储芯片生产巨头之一。此前数据显示,华为是美光最大的客户之一,美光大约13%的年收入是来自对华为的销售。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e246c7077880d03aa9d4c5be5aabf02f\" alt=\"\" title=\"\" tg-width=\"860\" tg-height=\"573\"/></p><p style=\"text-align: justify;\">而就在这几天,美光科技刚刚迎来至暗时刻,美光科技在周二晚些时候表示,第二财季收入同比大跌了53%,至约37亿美元。这延续了之前的坏消息,该公司第一财季收入同比下降47%,而且美光还预计截至5月的当前财季收入将下滑57%。</p><p style=\"text-align: justify;\">根据券商的研报,美光发布FY23Q2(CYQ1)财报,单季营收37亿美元,环比-53%,毛利率-31.4%,亏损21亿美元,单季亏损幅度继续扩大,亏损包含了存货减值影响,FY23Q2为14亿美元,预计FY23Q3为5亿美元。</p><p style=\"text-align: justify;\">美光的首席执行官Sanjay Mehrotra周二表示,他认为美光从云服务运营商那里获得的收入在刚刚结束的第二财季已经触底,而且这些客户的数据中心对人工智能(AI)处理器的需求增长也将推动对美光存储芯片的需求,因为AI芯片需要的DRAM容量大约是普通服务器处理器的八倍。</p><p style=\"text-align: justify;\">Mehrotra在财报电话会议上表示:“半导体内存和存储行业正面临过去13年来最严重的低迷,价格环境异常疲软,这对我们的财务业绩产生了重大影响。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>关于对美光公司在华销售产品启动网络安全审查的公告</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n关于对美光公司在华销售产品启动网络安全审查的公告\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-03-31 20:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月31日,为保障关键信息基础设施供应链安全,防范产品问题隐患造成网络安全风险,维护国家安全,依据《中华人民共和国国家安全法》《中华人民共和国网络安全法》,网络安全审查办公室按照《网络安全审查办法》,对美光公司(Micron)在华销售的产品实施网络安全审查。(网络安全审查办公室)</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d71950fff9310a129e00f9a44b4b6142\" title=\"\" tg-width=\"1920\" tg-height=\"866\"/></p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前短线下挫,现跌近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/869b1dbdcfa3350b4cdc89b78405ef0c\" title=\"\" tg-width=\"870\" tg-height=\"834\"/></p><p>美光科技不是一般的公司,他是美国最大的电脑存储芯片生产商,也是全球仅余的三大存储芯片生产巨头之一。此前数据显示,华为是美光最大的客户之一,美光大约13%的年收入是来自对华为的销售。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e246c7077880d03aa9d4c5be5aabf02f\" alt=\"\" title=\"\" tg-width=\"860\" tg-height=\"573\"/></p><p style=\"text-align: justify;\">而就在这几天,美光科技刚刚迎来至暗时刻,美光科技在周二晚些时候表示,第二财季收入同比大跌了53%,至约37亿美元。这延续了之前的坏消息,该公司第一财季收入同比下降47%,而且美光还预计截至5月的当前财季收入将下滑57%。</p><p style=\"text-align: justify;\">根据券商的研报,美光发布FY23Q2(CYQ1)财报,单季营收37亿美元,环比-53%,毛利率-31.4%,亏损21亿美元,单季亏损幅度继续扩大,亏损包含了存货减值影响,FY23Q2为14亿美元,预计FY23Q3为5亿美元。</p><p style=\"text-align: justify;\">美光的首席执行官Sanjay Mehrotra周二表示,他认为美光从云服务运营商那里获得的收入在刚刚结束的第二财季已经触底,而且这些客户的数据中心对人工智能(AI)处理器的需求增长也将推动对美光存储芯片的需求,因为AI芯片需要的DRAM容量大约是普通服务器处理器的八倍。</p><p style=\"text-align: justify;\">Mehrotra在财报电话会议上表示:“半导体内存和存储行业正面临过去13年来最严重的低迷,价格环境异常疲软,这对我们的财务业绩产生了重大影响。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"BK4527":"明星科技股","BK4579":"人工智能","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4512":"苹果概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4588":"碎股","BK4575":"芯片概念","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4585":"ETF&股票定投概念","BK4532":"文艺复兴科技持仓","MU":"美光科技","BK4553":"喜马拉雅资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171488452","content_text":"3月31日,为保障关键信息基础设施供应链安全,防范产品问题隐患造成网络安全风险,维护国家安全,依据《中华人民共和国国家安全法》《中华人民共和国网络安全法》,网络安全审查办公室按照《网络安全审查办法》,对美光公司(Micron)在华销售的产品实施网络安全审查。(网络安全审查办公室)美光科技盘前短线下挫,现跌近4%。美光科技不是一般的公司,他是美国最大的电脑存储芯片生产商,也是全球仅余的三大存储芯片生产巨头之一。此前数据显示,华为是美光最大的客户之一,美光大约13%的年收入是来自对华为的销售。而就在这几天,美光科技刚刚迎来至暗时刻,美光科技在周二晚些时候表示,第二财季收入同比大跌了53%,至约37亿美元。这延续了之前的坏消息,该公司第一财季收入同比下降47%,而且美光还预计截至5月的当前财季收入将下滑57%。根据券商的研报,美光发布FY23Q2(CYQ1)财报,单季营收37亿美元,环比-53%,毛利率-31.4%,亏损21亿美元,单季亏损幅度继续扩大,亏损包含了存货减值影响,FY23Q2为14亿美元,预计FY23Q3为5亿美元。美光的首席执行官Sanjay Mehrotra周二表示,他认为美光从云服务运营商那里获得的收入在刚刚结束的第二财季已经触底,而且这些客户的数据中心对人工智能(AI)处理器的需求增长也将推动对美光存储芯片的需求,因为AI芯片需要的DRAM容量大约是普通服务器处理器的八倍。Mehrotra在财报电话会议上表示:“半导体内存和存储行业正面临过去13年来最严重的低迷,价格环境异常疲软,这对我们的财务业绩产生了重大影响。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659830155,"gmtCreate":1679930220777,"gmtModify":1679930221933,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000158\">$常山北明(000158)$ </a>请告诉我500多倍的市盈率100年后能否怎么实现","listText":"<a href=\"https://laohu8.com/S/000158\">$常山北明(000158)$ </a>请告诉我500多倍的市盈率100年后能否怎么实现","text":"$常山北明(000158)$ 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