财报如何迷茫

$美光科技(MU)$ Q1Q2财报都不错，Q3的呢，总感觉有点虚呢！网上找了一段：对于Q3业绩，路透社给出的分析师一致预期为：营收54.1亿美元，同比增长87%;每股收益1.51美元，而去年同期每股亏损0.08美元。根据市场消息，DRAM芯片均价在3月持平，4月价格有所回升，但5月份又保持平稳。有人经分析指出，约占公司营收三分之二的DRAM芯片的市场定价趋势良好，Q3业绩将符合或好于预期。
目前重仓call ！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

皮皮鲁2
2017-06-29
皮皮鲁2
今天新闻说东芝准备扩产3d nand产能，等明年建好生产设施可能会缓解下内存供应紧张
- 止损保命:
  明年还早嘛！等财报过了就撤！
dcwang
2017-06-29
dcwang
共勉同仓祈祷
- 买点美股回复止损保命:
  没人买价格就没体现出来
- 止损保命:
  还有个问题一直没有想明白！为啥正股涨期权长的不多呢！还有就是价内期权不向其它股那么贵呢
Yesorno
2017-06-29
Yesorno
能否对比台积电来算下，按市场份额推算？要看看
- Yesorno回复止损保命:
  那如果是达到预期，股价会怎样？可能也是关注下季指引。
- 止损保命回复Yesorno:
  降本有很大关系！
- 止损保命回复Yesorno:
  Q3前瞻：Q2时
  
  美光科技发布了第三季度业绩前瞻，超出预期，收入指标达到52.0亿美元至56.0亿美元，超出预期和分析师共识。
  
  该公司指导非GAAP毛利率为44-48%，表明“健康的定价环境将持续”。
  
  每股收益指引也以1.43美元至1.57美元，超出预期。
- Yesorno回复Yesorno:
  大概是3d 闪存投产，降本增效。
- Yesorno:
  台积电每个月营收都有公布，经对比，17年1季度同比增收15%，考虑mu市场份额增大10%，内存涨价应含在tsm的营收增加中，总增加按理只有1.1*1.15=1.265，为何分析指美光增加营收那么多，不详
朝圣海布里
2017-06-29
朝圣海布里
人生哪得几回搏，嘿嘿

发表看法

12

15

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