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Did Micron Technology's performance plummet after that? How will the future market be interpreted?
6月27日美股盤中,美光科技跌超5%,業績指引難達華爾街“超高預期”,HBM晶片產能受限。
華爾街此前對美光業績預期太高,看好應用於AI服務器中嘅高帶寬內存定價能力。美光CEO曾表示,公司是“半導體行業由人工智能驅動嘅多年增長機遇之最大受益者之一”,在三季報中繼續強調AI業務,但也
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6月27日美股盤中,美光科技跌超5%,業績指引難達華爾街“超高預期”,HBM晶片產能受限。
華爾街此前對美光業績預期太高,看好應用於AI服務器中嘅高帶寬內存定價能力。美光CEO曾表示,公司是“半導體行業由人工智能驅動嘅多年增長機遇之最大受益者之一”,在三季報中繼續強調AI業務,但也承認其智能手機和個人電腦市場仍然低迷。
美光科技今年累升近65%,過去12個月股價翻倍。美光科技績後大跌?後市將會點樣演繹?你有咩買賣策略?
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