AI赢家！美光科技盘前涨超18%，上季营收增近60%，本季指引碾压预期

华尔街见闻03-21

3月21日，美光科技盘前涨超18%，上季营收超预期增近60%，本季指引再度碾压预期！公司CEO表示，AI服务器需求正推动HBM、DDR5和数据中心SSD快速成长。美国存储芯片巨头美光科技成为人工智能（AI）热潮的又一赢家，交出了比华尔街预期更为亮眼的成绩单。刚刚过去的第二财季，营收超预期劲增近60%，而且本财季指引增长势头更猛，体现AI需求对数据中心等领域芯片应用的强势带动。美光特别提到，备受关注...

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安哥拉牛排
03-22
安哥拉牛排
$MU 20240322 88.0 CALL$[财迷] [财迷] [得意]

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Micron Technology rose more than 18% before the market, and its revenue increased by nearly 60% last quarter. This quarter's guidance crushed expectations","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1c2163b38d22c8f1765ce0de68915500","symbols_score_info":{"MU":1},"content_text":"3月21日，美光科技盘前涨超18%，上季营收超预期增近60%，本季指引再度碾压预期！公司CEO表示，AI服务器需求正推动HBM、DDR5和数据中心SSD快速成长。美国存储芯片巨头美光科技成为人工智能（AI）热潮的又一赢家，交出了比华尔街预期更为亮眼的成绩单。刚刚过去的第二财季，营收超预期劲增近60%，而且本财季指引增长势头更猛，体现AI需求对数据中心等领域芯片应用的强势带动。美光特别提到，备受关注的高带宽内存（HBM）新品HBM3E将供给英伟达的AI芯片H200 Tensor Core GPU，第二财季是HBM3E首次录得营收的一个季度，整个2024自然年，HBM3E已无货供应，公司大部分2025年可供应的HBM3E都已分配给排到2025年的订单。第二财季营收增速将近前一季的四倍 营业利润逾2亿美元 意外扭亏为盈美东时间3月20日周三美股盘后，美光科技公布，截至自然年2024年2月29日的2024财年第二财季，营业收入超预期加快增长，增速是前一财季的3.7倍，且营业利润扭亏为盈，未如分析师所料继续报亏。第二财季营收58.2亿美元，同比增长约57.7%，增速远超第一财季的15.6%，高于分析师预期的53.5亿美元，也高于51亿到55亿美元的美光自身指引区间。  第二财季非GAAP口径下调整后营业利润2.04亿美元，上年同期亏损20.77亿美元，第一财季亏损9.55亿美元，分析师预期营业亏损2.384亿美元。第二财季调整后每股收益（EPS）0.42美元，上年同期亏损1.91美元，第一财季报亏0.95美元，强于美光的指引区间亏损0.38到0.52美元。第二财季调整后毛利率20%，远超分析师预期的13.6%，高于美光指引区间11.5%到14.5%。美光的CEO Sanjay Mehrotra评论称，第二财季，公司的营收、毛利率和EPS均远超公司指引区间的顶端。卓越的产品组合将让公司在2024财年下半年实现强劲的业绩，面对AI给半导体行业带来的多年机遇，相信美光将是最大的受益者之一。第三财季营收指引至少同比增逾70%本次美光公布的业绩指引进一步碾压预期。美光预计，第三财季营收为66亿美元，上下浮动2亿美元，相当于指引范围在64亿到68亿美元，同比增长近71%到81.3%，增速又远超第二财季的近58%，而分析师预期同比增长近60%至59.9亿美元。美光预计第三财季毛利率在26.5%，上下浮动1.5个百分点，即范围在25%到28%，高于分析师预期的20.9%；第三财季的EPS为0.45美元，上下浮动0.07美元，即0.38到0.52美元。HBM有望2024财年创收数亿美元 AI服务器强劲需求对内存市场产生积极连锁反应作为美光利润最高的产品之一，HBM在第二财季传出新品量产的好消息。在第一财季的业绩电话会上，美光CEO Mehrotra曾乐观预计，2024财年，HBM的收入将达到“数亿”美元，并且2025年继续增长。美光管理层当时暗示，其专为AI和超级计算机设计的HBM3E已进入最后的品控阶段。美光上月公布，已开始量产HBM3E，该芯片目前的容量为24GB，高于上一代芯片HBM 3的16GB，功耗比竞争对手产品低30%，可提供超过1.2TB/秒的内存带宽。HBM3E未来将用于英伟达H200的生产，预计今年二季度开始发货。H200有望超于当前的H100，成为英伟达收入大幅增长的支柱。本次公布财报时，美光披露，第二财季开始批量生产HBM3E，该产品已开始大批发货。HBM3E获得强烈反响，客户反馈，该解决方案的功耗相比竞品降低30%。除了将供应英伟达的H200，美光还在赢得多个客户的平台资质方面取得进展。美光称，HBM产品有望2024财年带给公司数亿美元收入。预计从第三财季开始，HBM的收入将对公司DRAM存储器业务和整体毛利率产生积极影响。第二财季的业绩电话会上，Mehrotra指出，由于供不应求，美光一直受益于产品“价格强劲上涨”，这一定程度上是由“强劲的AI服务器需求”推动。他认为，这一趋势“正在对所有内存和存储终端市场的定价产生积极的连锁反应”。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":286819751415872,"gmtCreate":1711044509576,"gmtModify":1711044530909,"author":{"id":"3582385503929968","authorId":"3582385503929968","name":"安哥拉牛排","avatar":"https://static.tigerbbs.com/34521d4b22205a5c8769b6069471d87f","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582385503929968","authorIdStr":"3582385503929968"},"htmlText":"<a href=\"https://laohu8.com/OPT/MU 20240322 88.0 CALL\">$MU 20240322 88.0 CALL$</a>[财迷]&nbsp;[财迷]&nbsp;[得意]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/MU 20240322 88.0 CALL\">$MU 20240322 88.0 CALL$</a>[财迷]&nbsp;[财迷]&nbsp;[得意]&nbsp;&nbsp;","text":"$MU 20240322 88.0 CALL$[财迷] [财迷] [得意]","images":[{"img":"https://static.tigerbbs.com/b0f9aba4697fb720a0638b592a8ca793"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286819751415872","repostId":1120578810,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":8,"commentSize":1,"repostSize":2,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1120578810"}