Semiconductor giant Micron Technology Inc. MU is well-positioned for the AI infrastructure boom, as CEO Sanjay Mehrotra says the ongoing wave of investment stands to significantly benefit the memory market.MU stock is gaining positive traction. Check out the latest moves here.‘Trillions’ Will Be Invested In AIDuring the company’s fourth-quarter earnings call on Tuesday, Mehrotra said, “Over the coming years, we expect trillions of dollars to be invested in AI,” of which he expects “a significant portion” to ...

财务业绩表现 - 2025财年第四季度营收同比增长46%至113.2亿美元，超出市场预期和公司指引[1] - 2025财年第四季度调整后每股收益同比增长156.8%至3.03美元，超出市场预期和公司指引[1] - 公司预计2026财年第一季度营收将介于122亿至128亿美元之间，将刷新前一季所创的最高纪录[1] - 公司预计2026财年第一季度调整后每股收益将介于3.6至3.9美元之间，超出市场预期[1] 业务部门表现 - 高带宽内存（HBM）营收创下单季历史新高[1] - 包括为数据中心客户提供HBM在内的云存储业务（CMBU）营收达到45.43亿美元，同比增长213.5%[1] 客户与需求前景 - 美光科技的HBM客户群已扩大至六家[1] - 公司预计未来几个月内，其明年的HBM产品将全部被订购一空[1]

Not every AI stock is expensive.Artificial intelligence (AI) stocks keep moving higher, and that's despite worries by some that AI is all hype and no substance. The VanEck Semiconductor ETF, which is flush with AI stocks, is trading up 31% year to date, and there's no shortage of good news for AI investors, some of which suggest that AI has staying power and real financials behind it.One bit of well-publicized good news in AI is that Oracle just said that it expects its cloud infrastructure business to 14x ...

德意志银行将美光科技目标价从175美元上调至200美元。 ...

宏观经济组 - 美联储9月17日宣布降息25个基点 将基准利率降至4.00%-4.25% [3][4] - 鲍威尔表示经济增长放缓 失业率虽处于低位但有所上升 就业增长放慢且下行风险加大 劳动力供需双方均放缓 [4] - 通胀近期有所上升并仍处于较高水平 主要反映关税在近几个季度的一次性影响 而非更广泛的价格压力 [4] - 美股科技股领跌 英伟达跌2.9% 甲骨文跌5.4% 纳指下跌0.95% 标普500下跌0.55% 道指下跌0.19% 中概股指数跌2.22% 其中百度跌8% [5] - 美债10年期跌4.06个基点收4.106% 2年期跌2.75个基点收3.573% [5] 半导体存储行业 - 美光科技第四季度经调整营收113.2亿美元 同比增长46% 超出分析师一致预期的111.5亿美元和公司营业收入指引上限113亿美元 [8] - 四季度调整后毛利率为45.7% 同比提高9.2个百分点 超出分析师一致预期的44.1%和公司指引数据上限45% [8] - 公司预计2026财年Q1营收为122亿至128亿美元 预计第一财季调整后毛利率50.5%-52.5% 继续超出分析师一致预期 [8] - AI需求带动下 8月份以后存储价格出现加速上涨 以16GB的DDR5内存为例 8~9月份价格环比涨幅超过15% [8] 汽车出口行业 - 2025年8月中国汽车实现出口76.4万辆 同比增长25% 环比增长12% [10] - 1-8月中国汽车实现出口494万辆 同比2024年1-8月增速21% [10] - 中国新能源车2025年1-8月出口表现好于预期 插混和混动替代纯电动成为出口增长新增长点 尤其是插混的皮卡出口表现较强 [10] - 2025年中国汽车出口延续高景气度 结构上由纯电独秀转变为插混/混动主导的多路线并进 [10] 家具行业（梦百合） - 梦百合2025年上半年实现营收43.16亿元 同比增长9.35% 扣非归母净利润1.10亿元 同比增长96.41% [12] - 25Q2实现营收22.73亿元 同比增长6.83% 扣非归母净利润0.52亿元 同比增长39.86% [12] - 分地区来看 2025年上半年北美业务实现营收21.84亿元 同比增长7.63% 欧洲区实现营收9.57亿元 同比增长6.07% 国内实现营收7.53亿元 同比增长11.74% 其他地区实现营收2.77亿元 同比增长20.25% [13] - 分渠道来看 2025年上半年公司线下渠道实现收入12.67亿元 同比增长2.55% 线上渠道实现收入11.70亿元 同比增长57.40% 大宗渠道实现收入17.34亿元 同比下降6.62% [13] - 海外电商发展迅猛 2025年上半年海外线上收入已实现48.7%的同比高增 [13][14]

Micron, the largest US maker of memory chips, has given an upbeat forecast, saying AI has boosted demand. But the company warns that spending will go up as it tries to keep up with demand. Let's get more from our Asia tech reporter Annabelle Droulers.And about what else did Micron have to say in this earnings report in terms of in terms of the outlook in particular. Yeah, lots of focus on that outlook, as you said. So the big the big number really was the revenue guidance and it came in at 2.5% billion.That ...

Micron Technology, Inc. (NASDAQ:MU) reported an EPS of $3.03, beating the estimated $2.86.Despite a slight miss in revenue expectations, Micron showcased significant year-over-year earnings growth.The company's financial performance is bolstered by growth in AI data centers, indicating strong investor confidence.Micron Technology, Inc. (NASDAQ:MU) is a leading player in the semiconductor industry, specializing in memory and storage solutions. The company competes with other tech giants like Samsung and SK H ...

With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Cintas Corp. CTAS to report quarterly earnings at $1.19 per share on revenue of $2.70 million before the opening bell, according to data from Benzinga Pro. Cintas shares gained 1.2% to $203.00 in after-hours trading.Micron Technology Inc. MU reported better-than-expected fourth-quarter financial results for fiscal 2025 and issued a strong revenue forecast ...

财务表现 - 第四财季营收达113亿美元 同比增长46% 高于分析师预期的111.5亿美元 [2] - 调整后营业利润为39.55亿美元 同比增长126.6% [2] - 调整后毛利率为45.7% 同比提高9.2个百分点 高于分析师预期的44.1% [2] - 调整后每股收益为3.03美元 超过市场预估的2.84美元 [2] - 业绩超越市场预期及公司上调后指引 [5] 业务部门表现 - 云内存业务部门销售额45.4亿美元 环比增长34% 同比增长214% 占总营收40% [2][5] - 核心数据中心业务部门销售额15.7亿美元 环比增长3% 同比下降23% [2] - 移动与客户端事业部营收37.6亿美元 环比增长16% 同比增长25% [2] - 汽车与嵌入式事业部营收14.3亿美元 环比增长27% 同比增长17% [2] 产品类型表现 - DRAM业务营收90亿美元 环比增长27% 占总营收79% [4] - NAND业务营收23亿美元 环比增长5% 占总营收20% [4] - DRAM业务同比大增近70%至89.8亿美元 高于市场预期的85.5亿美元 [9] - NAND业务同比下滑约5%至22.5亿美元 低于分析师预估的23.5亿美元 [9] 市场与竞争地位 - HBM客户群扩大至六家 预计2025年HBM产品将全部售罄 [6] - 作为唯一美国本土存储制造商 在AI机遇中具独特优势 [6] - DRAM市场2024年增长83%达950亿美元 公司市场份额35% [9] - 英伟达需求占公司年化营收16% [8] - 竞争对手三星在AI领域明显落后 [7][8] 未来展望 - 预计第一财季营收122-128亿美元 高于分析师预估的119亿美元 [6] - 预计调整后每股收益3.60-3.90美元 远超市场预测的3.05美元 [6] - 全球AI投资将达数万亿美元 存储领域占相当大部分 [6] - 预计NAND需求将在2026财年回升 [9] - 宣布在美国存储制造设施投资2000亿美元 [6] 股价表现 - 年内股价累计上涨约97% 远超"七大科技巨头"平均18%的涨幅 [8] - 市场对AI概念股是否存在泡沫存在分歧 [8]

NEW YORK (AP) — U.S. stock indexes drifted lower on Wednesday as a seemingly relentless rally on Wall Street takes at least a pause. The S&P 500 slipped 0.3% for a second straight, modest loss. The Dow Jones Industrial Average dropped 171 points, or 0.4%, and the Nasdaq composite fell 0.4%. All three are still near their all-time highs, which were set on Monday. It’s a slowdown following the U.S. stock market’s blistering run since hitting a low in April, fueled by hopes that President Donald Trump’s tar ...