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- YegeniusYegenius
  ·06-21 09:13
  这次肯定涨
  美光股价面临第三财季业绩考验：历史经验显示接下来可能发生什么
  尽管美光已经连续12个季度超出市场盈利预期，但财报发布后的首个交易日，其股价有7次出现下跌。过去12个月里，美光股价累计上涨817%，投资者押注人工智能的发展将持续推动存储芯片需求增长。美光将于下周三收盘后公布其2026财年第三财季业绩。更值得注意的是，美光财报超预期的幅度、或者管理层业绩指引的强弱，与财报发布后股价表现之间并不存在严格的对应关系。
  美光股价面临第三财季业绩考验：历史经验显示接下来可能发生什么
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left;\">市场预计其增长将极为惊人。根据 FactSet 的数据，美光调整后每股收益预计达到20.70美元，而去年同期仅为1.71美元；营收预计将从去年同期的93亿美元增长至355.6亿美元。</p><p style=\"text-align: left;\">然而，即使美光再次超出市场预期，也并不意味着其过去12个月高达817%的涨势会立刻延续下去。</p><p style=\"text-align: left;\">根据 Dow Jones Market Data 的统计，美光已经连续12个季度实现盈利超预期，但在财报公布后的首个交易日中，其股价有7次出现下跌。</p><p style=\"text-align: left;\">更值得注意的是，美光财报超预期的幅度、或者管理层业绩指引的强弱，与财报发布后股价表现之间并不存在严格的对应关系。</p><p style=\"text-align: left;\">事实上，今年3月公布的上一份财报，是过去两年来美光相对于市场预期超出幅度最大的一次。然而，财报公布后的第二天，公司股价仍然下跌了3.8%。</p><p style=\"text-align: left;\">当然，投资者获利了结所导致的单日股价反应，并不能完全说明一家公司的长期投资前景。</p><p style=\"text-align: left;\">自今年3月那份财报发布以来，美光股价已经累计上涨168%。越来越多的投资者相信，人工智能的快速发展意味着存储芯片需求将迎来长期增长，而这种增长有望摆脱传统半导体行业“繁荣—衰退”周期的束缚。</p><p style=\"text-align: left;\">《巴伦周刊》此前曾指出，考虑到人工智能服务器对相关硬件的巨大需求，美光以及多家同行芯片企业的估值仍然偏低，尚未充分反映其未来增长潜力。</p></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\" 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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美光股价面临第三财季业绩考验：历史经验显示接下来可能发生什么\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\">2026-06-20 14:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 style=\"text-align: left;\">核心要点</h3><ul><li><p style=\"text-align: left;\">Micron Technology（ <a href=\"https://laohu8.com/S/MU\">美光科技</a>）预计将在第三财季实现大幅增长，市场预测其调整后每股收益为20.70美元，营收为355.6亿美元。</p></li><li><p style=\"text-align: left;\">尽管美光已经连续12个季度超出市场盈利预期，但财报发布后的首个交易日，其股价有7次出现下跌。</p></li><li><p style=\"text-align: left;\">过去12个月里，美光股价累计上涨817%，投资者押注人工智能的发展将持续推动存储芯片需求增长。</p></li></ul><p style=\"text-align: left;\">Micron Technology（股票代码：MU）的股价正处于一轮强劲上涨行情之中，但下周公布的财报可能成为一道障碍——即使这家存储芯片制造商再次交出超预期的成绩单。</p><p style=\"text-align: left;\">美光将于下周三收盘后公布其2026财年第三财季业绩。</p><p style=\"text-align: left;\">市场预计其增长将极为惊人。根据 FactSet 的数据，美光调整后每股收益预计达到20.70美元，而去年同期仅为1.71美元；营收预计将从去年同期的93亿美元增长至355.6亿美元。</p><p style=\"text-align: left;\">然而，即使美光再次超出市场预期，也并不意味着其过去12个月高达817%的涨势会立刻延续下去。</p><p style=\"text-align: left;\">根据 Dow Jones Market Data 的统计，美光已经连续12个季度实现盈利超预期，但在财报公布后的首个交易日中，其股价有7次出现下跌。</p><p style=\"text-align: left;\">更值得注意的是，美光财报超预期的幅度、或者管理层业绩指引的强弱，与财报发布后股价表现之间并不存在严格的对应关系。</p><p style=\"text-align: left;\">事实上，今年3月公布的上一份财报，是过去两年来美光相对于市场预期超出幅度最大的一次。然而，财报公布后的第二天，公司股价仍然下跌了3.8%。</p><p style=\"text-align: left;\">当然，投资者获利了结所导致的单日股价反应，并不能完全说明一家公司的长期投资前景。</p><p style=\"text-align: left;\">自今年3月那份财报发布以来，美光股价已经累计上涨168%。越来越多的投资者相信，人工智能的快速发展意味着存储芯片需求将迎来长期增长，而这种增长有望摆脱传统半导体行业“繁荣—衰退”周期的束缚。</p><p style=\"text-align: left;\">《巴伦周刊》此前曾指出，考虑到人工智能服务器对相关硬件的巨大需求，美光以及多家同行芯片企业的估值仍然偏低，尚未充分反映其未来增长潜力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUU":"2倍做多MU ETF-Direxion","MU":"美光科技","MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128328139","content_text":"核心要点Micron Technology（ 美光科技）预计将在第三财季实现大幅增长，市场预测其调整后每股收益为20.70美元，营收为355.6亿美元。尽管美光已经连续12个季度超出市场盈利预期，但财报发布后的首个交易日，其股价有7次出现下跌。过去12个月里，美光股价累计上涨817%，投资者押注人工智能的发展将持续推动存储芯片需求增长。Micron Technology（股票代码：MU）的股价正处于一轮强劲上涨行情之中，但下周公布的财报可能成为一道障碍——即使这家存储芯片制造商再次交出超预期的成绩单。美光将于下周三收盘后公布其2026财年第三财季业绩。市场预计其增长将极为惊人。根据 FactSet 的数据，美光调整后每股收益预计达到20.70美元，而去年同期仅为1.71美元；营收预计将从去年同期的93亿美元增长至355.6亿美元。然而，即使美光再次超出市场预期，也并不意味着其过去12个月高达817%的涨势会立刻延续下去。根据 Dow Jones Market Data 的统计，美光已经连续12个季度实现盈利超预期，但在财报公布后的首个交易日中，其股价有7次出现下跌。更值得注意的是，美光财报超预期的幅度、或者管理层业绩指引的强弱，与财报发布后股价表现之间并不存在严格的对应关系。事实上，今年3月公布的上一份财报，是过去两年来美光相对于市场预期超出幅度最大的一次。然而，财报公布后的第二天，公司股价仍然下跌了3.8%。当然，投资者获利了结所导致的单日股价反应，并不能完全说明一家公司的长期投资前景。自今年3月那份财报发布以来，美光股价已经累计上涨168%。越来越多的投资者相信，人工智能的快速发展意味着存储芯片需求将迎来长期增长，而这种增长有望摆脱传统半导体行业“繁荣—衰退”周期的束缚。《巴伦周刊》此前曾指出，考虑到人工智能服务器对相关硬件的巨大需求，美光以及多家同行芯片企业的估值仍然偏低，尚未充分反映其未来增长潜力。","news_type":1,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}