美股详情

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1倍做空MU ETF-Direxion

3.78

+0.03000.80%

盘后：3.810.0345+0.91%19:59 EST

成交量：2,442.63万

成交额：9,242.15万

市值：5,587.00万

市盈率：- -

高：3.88

开：3.87

低：3.72

收：3.75

52周最高：33.83

52周最低：3.51

股本：1,480.00万

流通股本：1,480.00万

量比：0.90

换手率：165.04%

股息：0.54

股息率：14.25%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

大摩——美光科技——首席财务官非交易路演核心要点：执行力强劲，市场环境向好（附下载）

外资精华观点

性价比手机，今年都没了

存储三巨头晶圆厂建设博弈升级！

影驰RTX 5060显卡首搭美光GDDR7显存拆解曝光显示28Gbps速率

太平洋科技

手机行业涨价大潮扑来：内存猛涨80%还未到顶，千元机或将消失

DRAM价格持续飙升：2025年四季度大涨后，一季度再迎大幅上涨潮

ITBEAR科技资讯

标普：基于人工智能驱动的规模和增长增强将美光科技评级上调至“bbb”展望积极

美光科技盘中异动早盘股价大跌3.00%

美光科技因HBM势头逼近高点

三星与美光平分首批S26系列LPDDR5X订单，后续价格谈判存变数

DRAM价格持续飙升：2026Q1通用内存涨幅或达95%

研报 | 535.8亿美元，涨价效应带动2025年第四季度DRAM产业营收季成长达29.4%

全球半导体观察

传苹果接受三星半导体部门100%涨幅报价

全球首款量产PCIe 6.0企业级SSD落地！美光9650剑指AI存储新蓝海

PConline太平洋...

美光入局3GB GDDR7显存！最高速率36Gbps：落后三星、SK海力士

美光加入GDDR 7混战

半导体行业观察

美股三大指数高开，美光、阿斯麦、博通大涨；重要锂矿供应国停止出口，锂矿股也大涨！加密货币大幅反弹｜美股开盘

每日经济新闻

美光科技(MU)涨超3% 推出24Gb容量的GDDR7显存芯片

售罄！涨价! 存储厂商订单爆满

存储市场陷入“史上最严重短缺”，涨价潮背后的供需逻辑正在改写

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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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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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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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早盘股价大跌3.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614026315","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614026315?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 23:00","pubTimestamp":1772118004,"startTime":"0","endTime":"0","summary":"北京时间2026年02月26日23时00分，美光科技股票出现异动，股价急速跳水3.00%。截至发稿，该股报416.12美元/股，成交量722.075万股，换手率0.64%，振幅4.18%。美光科技股票所在的半导体行业中，整体跌幅为3.01%。美光科技公司简介：美光是全球最大的半导体公司之一，专注于内存和存储芯片。美光服务于全球客户群，向数据中心、移动电话、消费电子产品以及工业和汽车应用销售芯片。","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=nesSN20260226230004a722efa8&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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19:10","pubTimestamp":1772104200,"startTime":"0","endTime":"0","summary":"三星电子25日正式发布Galaxy S26、S26+和S26 Ultra三款旗舰新机。据韩媒报道，正在生产的该系列手机所应用的LPDDR5X将由三星DS部分和美光共同提供，份额各占50%。美光曾向三星MX 部门提交过基于 1γ工艺的 LPDDR5X 样品，但评估认为该工艺尚不成熟，实际应用尚需时日，因此推迟了交付。这批首批产品通过改进 Galaxy S25 系列所用 LPDDR5X 内存的电路线宽，使生产效率提高了15%。据悉，三星DS部门和美光都计划在首批产品上市后的谈判中大幅提高LPDDR5X的价格。","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=nesSN20260226192014a4cb5425&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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14:57","pubTimestamp":1772089023,"startTime":"0","endTime":"0","summary":"2026年第一季度，受大型云服务商采购需求旺盛影响，DRAM市场价格继续大幅上涨。据TrendForce集邦咨询预测，通用内存合约价将环比上涨90~95%，整体DRAM平均涨幅达80~85%。此前2025年第四季度，行业已实现合约价上涨50~55%，营收环比增长29.4%至535.8亿美元。三星电子以193亿美元营收（市占36.0%）居首，SK海力士、美光分列二、三位。上游原厂出货量预计基本持平或微增，供需紧平衡推动涨价持续。","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=nesSN20260226145923a72136bd&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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| 535.8亿美元，涨价效应带动2025年第四季度DRAM产业营收季成长达29.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614092663","media":"全球半导体观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614092663?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 14:19","pubTimestamp":1772086798,"startTime":"0","endTime":"0","summary":"根据TrendForce集邦咨询最新调查显示，由于AI应用由LLM模型训练延伸至推理，推动CSPs业者的数据中心建置重心由AI Server延伸至General Server，进一步推动存储器采购重心由HBM3e、LPDDR5X及大容量RDIMM延伸至各类容量的RDIMM，积极释出追加订单，带动Conventional DRAM的合约价大幅上涨，2025年第四季DRAM产业营收为535.8亿美元，较上季度增加29.4%。SK hynix营收增加至172.2亿美元，季增幅达25.2%，营收市占下滑1.1个百分点至32.1%，排名下滑至第二。","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=nesSN20260226150005a4ca5268&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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