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美股
详情
本页面由Tiger Trade Technology Pte. Ltd.提供服务
美光科技
412.37
-3.1900
-0.77%
盘后:
410.31
-2.0599
-0.50%
19:59 EST
成交量:
2,865.39万
成交额:
117.75亿
市值:
4,641.26亿
市盈率:
39.12
高:
417.96
开:
401.81
低:
401.18
收:
415.56
52周最高:
455.50
52周最低:
61.54
股本:
11.26亿
流通股本:
11.15亿
量比:
0.95
换手率:
2.57%
股息:
0.46
股息率:
0.11%
每股收益(TTM):
10.54
每股收益(LYR):
7.59
净资产收益率:
22.55%
总资产收益率:
10.93%
市净率:
7.89
市盈率(LYR):
54.33
数据加载中...
总览
公司
新闻资讯
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12:01","pubTimestamp":1772337662,"startTime":"0","endTime":"0","summary":"据新浪科技报道,国内手机行业将迎来全面涨价潮,绝大部分品牌、机型都要涨价。2月27日,魅族科技正式发文,暂停国内的智能手机业务。手机大厂也深受涨价困扰,但好歹还能应付。同时,2025年发布的性价比机型会停产,迭代新机也会涨价。但问题在于,性价比机型本身瞄准的就是价格更敏感的甜点需求用户,如果直接涨价大概率会被抵制,而继续原价卖的话,亏损会让品牌吃不消,因此停产成了最好的选择。","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=nesSN20260301120147a72c648b&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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继续关注英伟达GTC新技术方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2616822784","media":"国金证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616822784?lang=zh_cn&edition=fundamental","pubTime":"2026-03-01 00:00","pubTimestamp":1772294400,"startTime":"0","endTime":"0","summary":"英伟达表示市场对Blackwell 架构的需求持续增强,推理和训练的部署均在增长。主权AI 业务在2026 财年同比增长超两倍,收入超过300 亿美元。我们认为,英伟达FY27Q1 营收指引强劲,体现AI 需求持续性,当前北美CSP 厂商2026 年CAPEX高速增长,2026 年需求持续旺盛。建议关注英伟达3 月16 日GTC 大会,黄仁勋表示,在GTC 2026 大会上,英伟达将在会上揭晓“世界前所未见”的全新芯片。建议继续重点关注GTC 大会新技术创新方向。","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=nesSN20260301205131a72d9e88&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, 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11:39","pubTimestamp":1772249951,"startTime":"0","endTime":"0","summary":"根据市场研究机构DRAM eXchange的数据,2月用于个人电脑的通用DRAM产品平均价格达到13美元,环比上涨13%;同期,用于存储卡的NAND闪存产品平均价格也升至12.67美元,涨幅达12.7%。据CNMO了解,PC用DRAM的合约价涨幅尤为突出。其中,MLC产品价格涨势最为迅猛,128Gb型号环比暴涨33.9%,32Gb和64Gb型号也分别上涨29.4%和21.2%。","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=nesSN20260228114206a439a072&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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07:36","pubTimestamp":1772235360,"startTime":"0","endTime":"0","summary":"魅族成为第一个被内存涨价“压垮”的手机品牌。事实上,手机内存及存储芯片价格已连续多月上涨。内存涨价已波及终端市场。孙明俊介绍,不少中国企业持续加大在存储领域的投入,部分产品已具备一定产能基础,但在高端内存领域,受技术成熟度、良品率以及关键设备的约束,短期内难以迅速形成对全球高端市场的有效补充。","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=nesSN20260228074113a7285fdc&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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22:13","pubTimestamp":1772201595,"startTime":"0","endTime":"0","summary":"全球芯片公司TOP20,中国大陆无一上榜!在 AI 算力需求的强力拉动下,存储芯片与 AI 相关企业一飞冲天,而消费电子与传统芯片厂商则在供应链与季节性波动中步履维艰。AI + 存储双引擎:行业狂欢的核心动力英伟达以 681 亿美元的季度营收稳居榜首,20% 的环比增速和 14% 的一季度指引,印证了 AI 芯片市场的持续火爆。2026 年展望:分化加剧,AI 仍是主线从整体数据看,纳入统计的 20 家企业整体环比增长 14%,但内部差异巨大。","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=nesSN2026022722380197a75851&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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18:35","pubTimestamp":1772188537,"startTime":"0","endTime":"0","summary":"数据显示,2025 年第四季度业绩表现分化。英伟达预计 AI 将推动实现 14% 的营收增长。AMD、恩智浦半导体、意法半导体和安森美则预计营收下滑,主要归因于季节性因素。结果显示,2025 年预测的胜出者是 IDC,其预测增幅为 15%。Semiconductor Intelligence 认为,AI 的强劲扩张至少将持续至 2026 年上半年。2025 年第三季度半导体市场环比增长 16%,第四季度增长 14%,加之预期强劲的第一季度,几乎确保 2026 年增长率超过 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18:30","pubTimestamp":1772188256,"startTime":"0","endTime":"0","summary":"媒体消息显示,当前智能手机存储芯片采购成本较去年同期已上涨超过80%,且仍未见放缓迹象。这将是近五年来手机行业规模最大、涨幅最为显著的一轮集体调价。两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。其中,中低端手机的存储成本占比更是接近30%,部分千元机已陷入负毛利区间。群智咨询预计,同规格或类似规格的产品价格会上涨10%到20%。一旦售价低于200美元的入门机型因成本压力而涨价,需求往往会迅速消失。","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=nesSN202602271848399542413f&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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16:14","pubTimestamp":1772180040,"startTime":"0","endTime":"0","summary":"南方财经2月27日电,据央视财经,有机构报告预计,今年由于存储芯片短缺,预计全球智能手机的出货量约为11亿部,与去年的12.6亿部相比大幅下滑。分析指出,近期用于支持人工智能任务的高端存储需求激增,已经消耗了全球大部分供应,而且这种供应紧张的状况预计将持续到2027年。由此,当下许多智能手机厂商的商业模式受到了威胁。分析指出,存储芯片短缺对廉价手机的冲击更为严重,存储芯片价格飙升将挤压本就利润微薄的安卓品牌。此外,机构预计存储芯片的价格还可能继续上涨。目前预计今年第一季度,DRAM芯片的合约价格季度环比将上涨90%到95%,而NAND闪存环比将上涨55%到60%。","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=nesSN20260227161525a725ddbe&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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15:25","pubTimestamp":1772177111,"startTime":"0","endTime":"0","summary":"根据Trendforce最新发布的行业报告,2025年第四季度全球DRAM产业迎来显著增长,季度营收环比提升29.4%至535.8亿美元,创下历史新高。这种连锁反应预计将推动2026年第一季度多数DRAM产品合约价再次大幅上扬,其中一般型DRAM涨幅预计达90-95%,含HBM产品涨幅达80-85%,形成近年来最陡峭的价格曲线。报告特别指出,2025年第四季度HBM占DRAM总营收比重已突破25%,较上年同期提升12个百分点,这种结构性转变正在重塑行业价值链。","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=nesSN20260227154808a4ced9fa&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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21:34","pubTimestamp":1772112854,"startTime":"0","endTime":"0","summary":"来源:环球市场播报美光科技(MU)周四盘前上涨0.6%。由于人工智能基础设施需求和高带宽内存供应紧张推高了定价和盈利预期,该股股价交易在接近纪录高位的水平,尽管分析师指出了周期性风险。","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=nesSN20260226213651a722b120&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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