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苏荷维港

苏荷维港

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IP属地：浙江

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04-24

不轻易站队，但是客观的说，美团赢面更大

04-23

特朗普，还要看他的态度会不会反复

04-22

$特斯拉(TSLA)$ 近来不看好特斯拉，如果马斯克退出DOGE另议

04-21

只会让美国的通货膨胀越发严重[开心]

04-10

$WTI原油主连 2506(CLmain)$

03-08

$特斯拉(TSLA)$ 近期对特斯拉坚决看空，第一目标位230[得意]

2024-09-26

$美光科技(MU)$ 2024年都没过完，怎么第四季度年报就出了[白眼]

美股异动 | 美光绩后大涨近18%，下季业绩指引全面超预期

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近来不看好特斯拉，如果马斯克退出DOGE另议","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426970593124616","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426654892618224,"gmtCreate":1745187122116,"gmtModify":1745194913085,"author":{"id":"4178219187109920","authorId":"4178219187109920","name":"苏荷维港","avatar":"https://static.tigerbbs.com/3bdbdcaca2ccbf75a3949c7b72e841e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178219187109920","authorIdStr":"4178219187109920"},"themes":[],"htmlText":"只会让美国的通货膨胀越发严重[开心]&nbsp;&nbsp;","listText":"只会让美国的通货膨胀越发严重[开心]&nbsp;&nbsp;","text":"只会让美国的通货膨胀越发严重[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426654892618224","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422976691397424,"gmtCreate":1744293414054,"gmtModify":1744295042961,"author":{"id":"4178219187109920","authorId":"4178219187109920","name":"苏荷维港","avatar":"https://static.tigerbbs.com/3bdbdcaca2ccbf75a3949c7b72e841e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178219187109920","authorIdStr":"4178219187109920"},"themes":[],"htmlText":"<a 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2024年都没过完，怎么第四季度年报就出了[白眼]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 2024年都没过完，怎么第四季度年报就出了[白眼]&nbsp;&nbsp;","text":"$美光科技(MU)$ 2024年都没过完，怎么第四季度年报就出了[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/353350510215472","repostId":"1189967611","repostType":2,"repost":{"id":"1189967611","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1727360815,"share":"https://www.laohu8.com/m/news/1189967611?lang=&edition=full","pubTime":"2024-09-26 22:26","market":"us","language":"zh","title":"美股异动 | 美光绩后大涨近18%，下季业绩指引全面超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1189967611","media":"老虎资讯综合","summary":"净利润8.87亿美元，市场预期9.5亿美元。","content":"<html><head></head><body><p>本周四（9月26日），<a href=\"https://laohu8.com/S/MU\">美光科技</a>盘初一度大涨近20%，截至发稿报112.29美元，涨幅17.25%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a8d1269aaf2f06dec6664a7b70cec1\" tg-width=\"560\" tg-height=\"240\"/></p><p>财报数据显示，美光2024财年第四季度营收77.5亿美元，市场预期76.7亿美元，去年同期40.1亿美元；净利润8.87亿美元，市场预期9.5亿美元，去年同期净亏损14.3亿美元；每股收益0.79美元，市场预期0.81美元，去年同期每股亏损1.31美元。</p><h2 id=\"id_3500327194\">2024财年第四季度亮点</h2><blockquote><p>营收为77.5亿美元，而上一季度为68.1亿美元，去年同期为40.1亿美元；</p><p>GAAP净利润8.87亿美元，或每股摊薄收益0.79美元；</p><p>非GAAP净利润13.4亿美元，或每股摊薄收益1.18美元；</p><p>营运现金流为34.1亿美元，而上一季度为24.8亿美元，去年同期为2.49亿美元；</p></blockquote><h2 id=\"id_3205943128\">2024财年亮点</h2><blockquote><p>收入为251.1亿美元，而上年为155.4亿美元；</p><p>GAAP净利润7.78亿美元，或每股摊薄收益0.70美元；</p><p>非公认会计准则净收入14.7亿美元，或每股摊薄收益1.30美元；</p><p>经营现金流为85.1亿美元，上年同期为15.6亿美元；</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a80207b96717b2e364e82b041281f3f\" title=\"\" tg-width=\"1218\" tg-height=\"741\"/></p><h2 id=\"id_1206691013\">业绩指引：</h2><blockquote><p>预计第一季度营收85亿-89亿美元，分析师预期83.2亿美元；</p><p>预计第一季度调整后EPS为1.66-1.82美元，分析师预期1.52美元；</p><p>预计第一季度调整后毛利润率39.5%-40.5%，分析师预期37.6%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3875b8ea386d11af0fc63cb2b234f7e\" title=\"\" tg-width=\"1219\" tg-height=\"280\"/></p><h2 id=\"id_2058159134\">美光科技首席执行官：</h2><blockquote><p>强劲的AI需求推动了数据中心DRAM产品和我们行业领先的HBM劲增。数据中心SSD销售引领了我们的NAND收入创纪录，该季度收入首次超过10亿美元；</p><p>我们正以美光史上最佳的竞争地位进入2025财年。我们预计，第一财季收入将创下历史新高，2025财年收入将创下可观纪录，盈利能力也将显著提高。</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 美光绩后大涨近18%，下季业绩指引全面超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动 | 美光绩后大涨近18%，下季业绩指引全面超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-26 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周四（9月26日），<a href=\"https://laohu8.com/S/MU\">美光科技</a>盘初一度大涨近20%，截至发稿报112.29美元，涨幅17.25%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a8d1269aaf2f06dec6664a7b70cec1\" tg-width=\"560\" tg-height=\"240\"/></p><p>财报数据显示，美光2024财年第四季度营收77.5亿美元，市场预期76.7亿美元，去年同期40.1亿美元；净利润8.87亿美元，市场预期9.5亿美元，去年同期净亏损14.3亿美元；每股收益0.79美元，市场预期0.81美元，去年同期每股亏损1.31美元。</p><h2 id=\"id_3500327194\">2024财年第四季度亮点</h2><blockquote><p>营收为77.5亿美元，而上一季度为68.1亿美元，去年同期为40.1亿美元；</p><p>GAAP净利润8.87亿美元，或每股摊薄收益0.79美元；</p><p>非GAAP净利润13.4亿美元，或每股摊薄收益1.18美元；</p><p>营运现金流为34.1亿美元，而上一季度为24.8亿美元，去年同期为2.49亿美元；</p></blockquote><h2 id=\"id_3205943128\">2024财年亮点</h2><blockquote><p>收入为251.1亿美元，而上年为155.4亿美元；</p><p>GAAP净利润7.78亿美元，或每股摊薄收益0.70美元；</p><p>非公认会计准则净收入14.7亿美元，或每股摊薄收益1.30美元；</p><p>经营现金流为85.1亿美元，上年同期为15.6亿美元；</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a80207b96717b2e364e82b041281f3f\" title=\"\" tg-width=\"1218\" tg-height=\"741\"/></p><h2 id=\"id_1206691013\">业绩指引：</h2><blockquote><p>预计第一季度营收85亿-89亿美元，分析师预期83.2亿美元；</p><p>预计第一季度调整后EPS为1.66-1.82美元，分析师预期1.52美元；</p><p>预计第一季度调整后毛利润率39.5%-40.5%，分析师预期37.6%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3875b8ea386d11af0fc63cb2b234f7e\" title=\"\" tg-width=\"1219\" tg-height=\"280\"/></p><h2 id=\"id_2058159134\">美光科技首席执行官：</h2><blockquote><p>强劲的AI需求推动了数据中心DRAM产品和我们行业领先的HBM劲增。数据中心SSD销售引领了我们的NAND收入创纪录，该季度收入首次超过10亿美元；</p><p>我们正以美光史上最佳的竞争地位进入2025财年。我们预计，第一财季收入将创下历史新高，2025财年收入将创下可观纪录，盈利能力也将显著提高。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189967611","content_text":"本周四（9月26日），美光科技盘初一度大涨近20%，截至发稿报112.29美元，涨幅17.25%：财报数据显示，美光2024财年第四季度营收77.5亿美元，市场预期76.7亿美元，去年同期40.1亿美元；净利润8.87亿美元，市场预期9.5亿美元，去年同期净亏损14.3亿美元；每股收益0.79美元，市场预期0.81美元，去年同期每股亏损1.31美元。2024财年第四季度亮点营收为77.5亿美元，而上一季度为68.1亿美元，去年同期为40.1亿美元；GAAP净利润8.87亿美元，或每股摊薄收益0.79美元；非GAAP净利润13.4亿美元，或每股摊薄收益1.18美元；营运现金流为34.1亿美元，而上一季度为24.8亿美元，去年同期为2.49亿美元；2024财年亮点收入为251.1亿美元，而上年为155.4亿美元；GAAP净利润7.78亿美元，或每股摊薄收益0.70美元；非公认会计准则净收入14.7亿美元，或每股摊薄收益1.30美元；经营现金流为85.1亿美元，上年同期为15.6亿美元；业绩指引：预计第一季度营收85亿-89亿美元，分析师预期83.2亿美元；预计第一季度调整后EPS为1.66-1.82美元，分析师预期1.52美元；预计第一季度调整后毛利润率39.5%-40.5%，分析师预期37.6%。美光科技首席执行官：强劲的AI需求推动了数据中心DRAM产品和我们行业领先的HBM劲增。数据中心SSD销售引领了我们的NAND收入创纪录，该季度收入首次超过10亿美元；我们正以美光史上最佳的竞争地位进入2025财年。我们预计，第一财季收入将创下历史新高，2025财年收入将创下可观纪录，盈利能力也将显著提高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/8056d36a8d17266379632873b136f02c","crmLevel":2,"crmLevelSwitch":1,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"content":"美国公司财年不一样吧","text":"美国公司财年不一样吧","html":"美国公司财年不一样吧"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":411035382923896,"gmtCreate":1741383540685,"gmtModify":1741384061892,"author":{"id":"4178219187109920","authorId":"4178219187109920","name":"苏荷维港","avatar":"https://static.tigerbbs.com/3bdbdcaca2ccbf75a3949c7b72e841e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178219187109920","authorIdStr":"4178219187109920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 近期对特斯拉坚决看空，第一目标位230[得意]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 近期对特斯拉坚决看空，第一目标位230[得意]&nbsp;&nbsp;","text":"$特斯拉(TSLA)$ 近期对特斯拉坚决看空，第一目标位230[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411035382923896","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353350510215472,"gmtCreate":1727304115990,"gmtModify":1727314368645,"author":{"id":"4178219187109920","authorId":"4178219187109920","name":"苏荷维港","avatar":"https://static.tigerbbs.com/3bdbdcaca2ccbf75a3949c7b72e841e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178219187109920","authorIdStr":"4178219187109920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 2024年都没过完，怎么第四季度年报就出了[白眼]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 2024年都没过完，怎么第四季度年报就出了[白眼]&nbsp;&nbsp;","text":"$美光科技(MU)$ 2024年都没过完，怎么第四季度年报就出了[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/353350510215472","repostId":"1189967611","repostType":2,"repost":{"id":"1189967611","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1727360815,"share":"https://www.laohu8.com/m/news/1189967611?lang=&edition=full","pubTime":"2024-09-26 22:26","market":"us","language":"zh","title":"美股异动 | 美光绩后大涨近18%，下季业绩指引全面超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1189967611","media":"老虎资讯综合","summary":"净利润8.87亿美元，市场预期9.5亿美元。","content":"<html><head></head><body><p>本周四（9月26日），<a href=\"https://laohu8.com/S/MU\">美光科技</a>盘初一度大涨近20%，截至发稿报112.29美元，涨幅17.25%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a8d1269aaf2f06dec6664a7b70cec1\" tg-width=\"560\" tg-height=\"240\"/></p><p>财报数据显示，美光2024财年第四季度营收77.5亿美元，市场预期76.7亿美元，去年同期40.1亿美元；净利润8.87亿美元，市场预期9.5亿美元，去年同期净亏损14.3亿美元；每股收益0.79美元，市场预期0.81美元，去年同期每股亏损1.31美元。</p><h2 id=\"id_3500327194\">2024财年第四季度亮点</h2><blockquote><p>营收为77.5亿美元，而上一季度为68.1亿美元，去年同期为40.1亿美元；</p><p>GAAP净利润8.87亿美元，或每股摊薄收益0.79美元；</p><p>非GAAP净利润13.4亿美元，或每股摊薄收益1.18美元；</p><p>营运现金流为34.1亿美元，而上一季度为24.8亿美元，去年同期为2.49亿美元；</p></blockquote><h2 id=\"id_3205943128\">2024财年亮点</h2><blockquote><p>收入为251.1亿美元，而上年为155.4亿美元；</p><p>GAAP净利润7.78亿美元，或每股摊薄收益0.70美元；</p><p>非公认会计准则净收入14.7亿美元，或每股摊薄收益1.30美元；</p><p>经营现金流为85.1亿美元，上年同期为15.6亿美元；</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a80207b96717b2e364e82b041281f3f\" title=\"\" tg-width=\"1218\" tg-height=\"741\"/></p><h2 id=\"id_1206691013\">业绩指引：</h2><blockquote><p>预计第一季度营收85亿-89亿美元，分析师预期83.2亿美元；</p><p>预计第一季度调整后EPS为1.66-1.82美元，分析师预期1.52美元；</p><p>预计第一季度调整后毛利润率39.5%-40.5%，分析师预期37.6%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3875b8ea386d11af0fc63cb2b234f7e\" title=\"\" tg-width=\"1219\" tg-height=\"280\"/></p><h2 id=\"id_2058159134\">美光科技首席执行官：</h2><blockquote><p>强劲的AI需求推动了数据中心DRAM产品和我们行业领先的HBM劲增。数据中心SSD销售引领了我们的NAND收入创纪录，该季度收入首次超过10亿美元；</p><p>我们正以美光史上最佳的竞争地位进入2025财年。我们预计，第一财季收入将创下历史新高，2025财年收入将创下可观纪录，盈利能力也将显著提高。</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 美光绩后大涨近18%，下季业绩指引全面超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动 | 美光绩后大涨近18%，下季业绩指引全面超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-26 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周四（9月26日），<a href=\"https://laohu8.com/S/MU\">美光科技</a>盘初一度大涨近20%，截至发稿报112.29美元，涨幅17.25%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a8d1269aaf2f06dec6664a7b70cec1\" tg-width=\"560\" tg-height=\"240\"/></p><p>财报数据显示，美光2024财年第四季度营收77.5亿美元，市场预期76.7亿美元，去年同期40.1亿美元；净利润8.87亿美元，市场预期9.5亿美元，去年同期净亏损14.3亿美元；每股收益0.79美元，市场预期0.81美元，去年同期每股亏损1.31美元。</p><h2 id=\"id_3500327194\">2024财年第四季度亮点</h2><blockquote><p>营收为77.5亿美元，而上一季度为68.1亿美元，去年同期为40.1亿美元；</p><p>GAAP净利润8.87亿美元，或每股摊薄收益0.79美元；</p><p>非GAAP净利润13.4亿美元，或每股摊薄收益1.18美元；</p><p>营运现金流为34.1亿美元，而上一季度为24.8亿美元，去年同期为2.49亿美元；</p></blockquote><h2 id=\"id_3205943128\">2024财年亮点</h2><blockquote><p>收入为251.1亿美元，而上年为155.4亿美元；</p><p>GAAP净利润7.78亿美元，或每股摊薄收益0.70美元；</p><p>非公认会计准则净收入14.7亿美元，或每股摊薄收益1.30美元；</p><p>经营现金流为85.1亿美元，上年同期为15.6亿美元；</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a80207b96717b2e364e82b041281f3f\" title=\"\" tg-width=\"1218\" tg-height=\"741\"/></p><h2 id=\"id_1206691013\">业绩指引：</h2><blockquote><p>预计第一季度营收85亿-89亿美元，分析师预期83.2亿美元；</p><p>预计第一季度调整后EPS为1.66-1.82美元，分析师预期1.52美元；</p><p>预计第一季度调整后毛利润率39.5%-40.5%，分析师预期37.6%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3875b8ea386d11af0fc63cb2b234f7e\" title=\"\" tg-width=\"1219\" tg-height=\"280\"/></p><h2 id=\"id_2058159134\">美光科技首席执行官：</h2><blockquote><p>强劲的AI需求推动了数据中心DRAM产品和我们行业领先的HBM劲增。数据中心SSD销售引领了我们的NAND收入创纪录，该季度收入首次超过10亿美元；</p><p>我们正以美光史上最佳的竞争地位进入2025财年。我们预计，第一财季收入将创下历史新高，2025财年收入将创下可观纪录，盈利能力也将显著提高。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189967611","content_text":"本周四（9月26日），美光科技盘初一度大涨近20%，截至发稿报112.29美元，涨幅17.25%：财报数据显示，美光2024财年第四季度营收77.5亿美元，市场预期76.7亿美元，去年同期40.1亿美元；净利润8.87亿美元，市场预期9.5亿美元，去年同期净亏损14.3亿美元；每股收益0.79美元，市场预期0.81美元，去年同期每股亏损1.31美元。2024财年第四季度亮点营收为77.5亿美元，而上一季度为68.1亿美元，去年同期为40.1亿美元；GAAP净利润8.87亿美元，或每股摊薄收益0.79美元；非GAAP净利润13.4亿美元，或每股摊薄收益1.18美元；营运现金流为34.1亿美元，而上一季度为24.8亿美元，去年同期为2.49亿美元；2024财年亮点收入为251.1亿美元，而上年为155.4亿美元；GAAP净利润7.78亿美元，或每股摊薄收益0.70美元；非公认会计准则净收入14.7亿美元，或每股摊薄收益1.30美元；经营现金流为85.1亿美元，上年同期为15.6亿美元；业绩指引：预计第一季度营收85亿-89亿美元，分析师预期83.2亿美元；预计第一季度调整后EPS为1.66-1.82美元，分析师预期1.52美元；预计第一季度调整后毛利润率39.5%-40.5%，分析师预期37.6%。美光科技首席执行官：强劲的AI需求推动了数据中心DRAM产品和我们行业领先的HBM劲增。数据中心SSD销售引领了我们的NAND收入创纪录，该季度收入首次超过10亿美元；我们正以美光史上最佳的竞争地位进入2025财年。我们预计，第一财季收入将创下历史新高，2025财年收入将创下可观纪录，盈利能力也将显著提高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/8056d36a8d17266379632873b136f02c","crmLevel":2,"crmLevelSwitch":1,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"content":"美国公司财年不一样吧","text":"美国公司财年不一样吧","html":"美国公司财年不一样吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427532461740400,"gmtCreate":1745401388613,"gmtModify":1745402274764,"author":{"id":"4178219187109920","authorId":"4178219187109920","name":"苏荷维港","avatar":"https://static.tigerbbs.com/3bdbdcaca2ccbf75a3949c7b72e841e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178219187109920","authorIdStr":"4178219187109920"},"themes":[],"htmlText":"特朗普，还要看他的态度会不会反复","listText":"特朗普，还要看他的态度会不会反复","text":"特朗普，还要看他的态度会不会反复","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427532461740400","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427961762062432,"gmtCreate":1745503265638,"gmtModify":1745503268180,"author":{"id":"4178219187109920","authorId":"4178219187109920","name":"苏荷维港","avatar":"https://static.tigerbbs.com/3bdbdcaca2ccbf75a3949c7b72e841e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178219187109920","authorIdStr":"4178219187109920"},"themes":[],"htmlText":"不轻易站队，但是客观的说，美团赢面更大","listText":"不轻易站队，但是客观的说，美团赢面更大","text":"不轻易站队，但是客观的说，美团赢面更大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427961762062432","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426970593124616,"gmtCreate":1745264346596,"gmtModify":1745264348679,"author":{"id":"4178219187109920","authorId":"4178219187109920","name":"苏荷维港","avatar":"https://static.tigerbbs.com/3bdbdcaca2ccbf75a3949c7b72e841e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178219187109920","authorIdStr":"4178219187109920"},"themes":[],"htmlText":"<a 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近来不看好特斯拉，如果马斯克退出DOGE另议","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426970593124616","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426654892618224,"gmtCreate":1745187122116,"gmtModify":1745194913085,"author":{"id":"4178219187109920","authorId":"4178219187109920","name":"苏荷维港","avatar":"https://static.tigerbbs.com/3bdbdcaca2ccbf75a3949c7b72e841e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178219187109920","authorIdStr":"4178219187109920"},"themes":[],"htmlText":"只会让美国的通货膨胀越发严重[开心]&nbsp;&nbsp;","listText":"只会让美国的通货膨胀越发严重[开心]&nbsp;&nbsp;","text":"只会让美国的通货膨胀越发严重[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426654892618224","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422976691397424,"gmtCreate":1744293414054,"gmtModify":1744295042961,"author":{"id":"4178219187109920","authorId":"4178219187109920","name":"苏荷维港","avatar":"https://static.tigerbbs.com/3bdbdcaca2ccbf75a3949c7b72e841e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178219187109920","authorIdStr":"4178219187109920"},"themes":[],"htmlText":"<a 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