美股详情

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美光科技

397.73

-21.7150-5.18%

成交量：1,274.59万

成交额：51.39亿

市值：4,476.43亿

市盈率：37.73

高：413.00

开：410.51

低：392.60

收：419.44

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：2.01

换手率：1.14%

股息：0.46

股息率：0.12%

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：7.61

市盈率(LYR):52.40

数据加载中...

总览公司新闻资讯公告

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服务器DIMM，未来几年年复合增长率（CAGR）为5.8%

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暴涨15%！全球存储强势反弹

Form 144 | Micron Technology高管Sumit Sadana拟减持25000股，总价约1075万美元

老虎公告助手

菲利普资本看好美光科技：DRAM短缺与HBM价格上涨带来利好

invest wallstreet

异动解读 | 存储芯片价格预期暴涨及业绩亮眼，美光科技盘中大涨5.04%

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15:19","pubTimestamp":1770189540,"startTime":"0","endTime":"0","summary":"全球市场发展现状与未来前景根据权威调研机构QYResearch的精准调研统计，全球服务器DIMM市场呈现出强劲的增长态势。预计到2031年，该市场的销售额将高达972.3亿元，在2025 - 2031年期间，年复合增长率稳定在5.8%。这一数据清晰地表明，服务器DIMM市场在全球范围内拥有着广阔的市场发展前景，未来增长趋势十分可观。2024年，中国服务器DIMM市场规模虽具体数据暂未明确，但已在全球市场中占据一定比例。这一案例充分展示了服务器DIMM升级对企业业务发展的积极影响。","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=nesSN20260204152821a47ac5d7&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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10:00","pubTimestamp":1770170410,"startTime":"0","endTime":"0","summary":"包括确认最终用户的身份、订单数量，甚至询问需求的真实性。因为在这种时候，有些人会超额预订或囤积超出实际需求的货物，这会在之后扰乱市场。人工智能基础设施的建设是全球芯片短缺的主要原因，尤其是在芯片制造商优先满足超大规模数据中心和英伟达等人工智能芯片制造商的大额订单的情况下。当人工智能芯片开发商的需求已经比其他所有厂商高出数倍时，领先的制造商根本没有精力再去关注那些小客户。","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=nesSN20260204101508953fb652&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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18:21","pubTimestamp":1770114115,"startTime":"0","endTime":"0","summary":"三星电子、SK海力士与美光三大内存芯片巨头正携手行动，针对性遏制市场囤积行为。据《日经亚洲》报道，三家头部内存芯片制造商已启动联合客户调查，以此排查并防范囤积行为。具体而言，它们已向客户提出要求，披露当前芯片供应商信息及订单规模，并明确敦促客户避免过度囤积内存芯片，从需求端规范市场流通秩序。","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=nesSN2026020318462997a4a855&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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13:56","pubTimestamp":1770098173,"startTime":"0","endTime":"0","summary":"当流动性宽松的宏大叙事退潮，“鹰派美联储”迫使资金寻找新的落脚点。Klein指出，存储板块恰好提供了“强劲基本面”与“股价创新高”的双重诱惑，成为了热钱眼中完美的“新故事”。这个板块波动可能小于存储芯片，但提供了差异化的风险暴露。这出由美联储导演的开场，最终仍将由产业自身的基本面来书写结局。","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=nesSN2026020315003997a49fa4&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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11:35","pubTimestamp":1770089735,"startTime":"0","endTime":"0","summary":"由于美光、三星和SK海力士等头部供应商产能有限，且优先保障利润更厚的高端产品，手机行业常用的成熟制程内存供应严重萎缩，导致价格一路疯涨。Counterpoint发布的数据显示，2025年四季度DRAM与NAND闪存价格已飙升超过40%。这种卖一部亏一部的窘境，导致许多待发布的新机随时可能被砍掉。行业内已有厂商因无法承受成本重压，选择暂停下一代旗舰项目的研发，最快的结果就是退出部分区域市场。","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=nesSN20260203114238a475bcde&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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08:28","pubTimestamp":1770078480,"startTime":"0","endTime":"0","summary":"　　隔夜美股市场，三大指数全线走强，道指大涨超1%，标普500指数逼近历史新高。其中，存储芯片概念股全线爆发，闪迪盘中一度暴涨近17%，西部数据一度大涨超10%。　　今日早间，日韩股市开盘大涨，日经225指数大涨超2%，韩国KOSPI指数大涨超3%。与此同时，贵金属市场亦全线反攻，截至北京时间08：00，现货黄金大涨2.7%，报4784.89美元/盎司；现货白银大涨5.04%，报83.12美元/盎司。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-02-03/doc-inhknxzi3514273.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["159934","SGCmain","WDC","DUST","BK4547","BK4585","BK4504","MU","BK4588","04335","518880","SGUmain","BK4535"],"gpt_icon":1},{"id":"2608115768","title":"“热钱”寻找新叙事点，昨夜存储巨头暴涨！","url":"https://stock-news.laohu8.com/highlight/detail?id=2608115768","media":"证券时报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608115768?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 08:14","pubTimestamp":1770077640,"startTime":"0","endTime":"0","summary":"本周美股财报季继续，多家行业巨头都将陆续公布财报。周三有报道称，闪迪在2025第四季度的NAND闪存平均单价上涨35%左右。瑞穗证券的科技行业专家Jordan 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08:01","pubTimestamp":1770076890,"startTime":"0","endTime":"0","summary":"最被看好的闪迪暴涨超过15%，市值逼近1000亿美元。巴莱克银行将闪迪目标价上调到750美元，目前为665美元。美光科技大涨5.5%，市值再次逼近5000亿美元。西部数据大涨约8%，在暴跌之后迅速反弹。高盛对近期存储市场的悲观预期做出了强力反驳。报告指出，尽管现货市场出现波动，但DRAM合约价格不仅未跌，反而迎来了更猛烈的上涨预期。大幅上调了2026年一季度DRAM价格涨幅预测，预计环比涨幅将高达90-95%，远超此前市场预期。","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=nesSN20260203080411a6cbe451&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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07:12","pubTimestamp":1770073975,"startTime":"0","endTime":"0","summary":"行业供应限制，加上对AI基础设施的持续投资，正推动DRAM价格全面上涨，预计在2026财年将大幅上升。菲利普资本强调，美光科技的下一代HBM4可能成为一个转折点。DRAM价格已连续八个季度上涨，美光科技和SK海力士均表示，他们明年的HBM产出已全部售罄。菲利普资本给予美光科技500美元的目标价，基于其2026财年的盈利，理由是DRAM价格强劲、供应紧张以及美光科技在高带宽内存领域的地位不断改善。","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=nesSN20260203072804a474d4a6&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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| 存储芯片价格预期暴涨及业绩亮眼，美光科技盘中大涨5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1192555606","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192555606?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 23:27","pubTimestamp":1770046059,"startTime":"0","endTime":"0","summary":"美光科技今日盘中股价大幅上涨5.04%，成为市场关注的焦点。人工智能与数据中心需求的持续爆发加剧了全球存储器供需失衡，增强了美光科技等主要供应商的定价能力。与此同时，华创证券发布的美股四季度盈利观察报告显示，美光科技在2025年第四季度的利润增速高达180.2%，在信息技术行业中表现突出，强劲的基本面为股价提供了有力支撑。在行业涨价预期与公司优异业绩的双重推动下，美光科技股价在交易时段内显著走强。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MU"],"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":393,"code":"91000000","status":"200"}]}}