About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - Micron Technology (MU.US) significantly raised its Q4 FY2025 guidance due to improved DRAM pricing conditions, indicating a potential positive cycle in the memory chip market [1] Group 1: Company Performance - Micron's stock opened over 5% higher at $124.30 [1] - The company raised its revenue forecast for Q4 FY2025 to $11.1 billion to $11.3 billion, up from previous estimates [1] - Gross margin guidance was increased to 44% to 45%, compared to the prior range of 41% to 43% [1] - Adjusted earnings per share for Q4 are expected to be between $2.78 and $2.92 [1] Group 2: Industry Insights - The improvement in DRAM pricing conditions reflects a better supply-demand balance in the memory market [1] - Enhanced DRAM pricing creates a more favorable pricing environment for the entire memory chip industry [1] - This change may signal the beginning of a positive cycle for historically cyclical memory chip pricing [1]

Core Viewpoint - Micron Technology (MU.US) has significantly raised its Q4 FY2025 guidance due to improved DRAM pricing conditions, indicating a potential positive cycle in the memory chip market [1] Group 1: Company Performance - Micron's stock opened up over 5%, reaching $124.30 [1] - The company has adjusted its revenue forecast for Q4 FY2025 to between $11.1 billion and $11.3 billion, up from previous estimates [1] - Gross margin guidance has been increased to 44% to 45%, compared to the earlier forecast of 41% to 43% [1] - Adjusted earnings per share are now expected to be between $2.78 and $2.92 [1] Group 2: Industry Insights - The improvement in DRAM pricing conditions reflects a better balance of supply and demand in the memory market [1] - This change is expected to create a more favorable pricing environment for the entire memory chip industry [1] - The current trends may indicate that the historically cyclical nature of memory chip pricing is entering a positive phase [1]

本文源自：金融界AI电报 美股三大指数小幅高开，道琼斯指数涨0.04%，标普500指数涨0.03%，纳斯达克综合指数涨0.01%。芯 片股走高，美光科技涨超5%，公司上调第四季度业绩预期。AMC院线大涨9%，公司第二季度营收同比 增长35.6%。 ...

9月24日，美光科技将披露2025财年年报（数据来源于纳斯达克官网，预计披露日期为美国当地时间， 实际披露日期以公司公告为准）。 资料显示，美光科技公司 ("美光科技") 是半导体行业的全球领军企业。通过他们的全球品牌 Micron,Crucial和Ballistix他们广泛的高性能存储器和存储技术组合,包括DRAM,NAND,NOR Flash和3D XPoint存储器,正在改变世界如何利用信息来丰富生活。凭借40年的技术领先地位,他们的内存和存储解 决方案在云数据中心,网络和移动等关键市场领域实现了颠覆性趋势,包括人工智能,机器学习和自动驾驶 汽车。他们的普通股MU在纳斯达克交易所交易。 8月11日，美光科技(MU)开盘上涨6.48%，截至21:30，报126.59美元/股，成交5.16亿美元，总市值 1416.70亿美元。 财务数据显示，截至2025年05月29日，美光科技收入总额260.63亿美元，同比增长50.12%；归母净利润 53.38亿美元，同比增长4997.25%。 大事提醒： 本文源自：金融界 作者：行情君 ...

截至上周五收盘，美光股价年内已累计上涨41%。周一盘前交易中，其股价进一步攀升5.2%。 剔除特定项目后，每股收益预计为2.78至2.92美元，高于先前2.35至2.65美元的指引。经调整的毛利率将 达44%至45%，也优于此前41%至43%的预期。这一乐观修正标志着美光已走出6月因业绩展望不及预期 而令投资者失望的阴霾。 智通财经APP获悉，美光科技(MU.US)上调了第四财季营收和盈利预期，主要得益于其关键产品"价格 改善"。这家存储芯片制造商周一发布声明称，截至8月28日的三个月销售额预计将达到111亿至113亿美 元，较此前104亿至110亿美元的预测区间显著提升。 "此次指引上调主要反映DRAM产品价格改善及公司卓越的运营执行力，"美光在声明中特别指出。动态 随机存取存储器(DRAM)的价格复苏，叠加高带宽内存(HBM)的强劲需求，正成为推动业绩的双引擎。 HBM作为与英伟达处理器深度耦合的存储芯片堆栈，在AI计算领域具有不可替代性，其复杂的生产工 艺导致市场持续供不应求。 美光首席商务官Sumit Sadana将于北京时间周一23:00在犹他州帕克城举行的2025年Keybanc科技大会上 披露更 ...

格隆汇8月11日｜美光科技(MU.US)盘前涨超4%，报124美元。公司预计第四季度调整后每股收益2.78美 元-2.92美元(此前预计2.35-2.65美元)，预计第四季度经调整营收111亿美元-113亿美元(此前预计104-110 亿美元)。 ...

Micron raised its fiscal fourth-quarter revenue, earnings, gross margin and operating expense outlook, citing “improved pricing” https://t.co/OHkdToXND0 ...

BOISE, Idaho, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) (the "Company") today announced that it is updating its revenue, gross margin, operating expense, and EPS guidance for the fourth quarter of fiscal 2025, which ends August 28, 2025. The Company previously provided guidance for revenue of $10.7 billion ± $300 million, non-GAAP gross margins of 42.0% ± 1.0%, and non- GAAP EPS of $2.50 ± $0.15 for the fourth quarter of fiscal 2025. (in millions) | A | Stock-based compensation ...

证券研究报告 | 行业深度报告 2025 年 08 月 11 日 国内设备/算力/代工等板块业绩增长向好，关注存储/模拟等复苏态势 | | | 占比% | | --- | --- | --- | | 股票家数（只） | 507 | 9.9 | | 总市值（十亿元） | 10138.5 | 10.6 | | 流通市值（十亿元） | 8673.4 | 10.0 | 行业指数 半导体行业深度跟踪 TMT 及中小盘/电子 海外 CSP 云厂商纷纷上修资本支出，台积电上修 2025 年收入增速指引，整体 算力景气度有望延续，国内海光等亦持续释放业绩；海外半导体设备公司 25Q2 表现符合预期，国内设备公司签单和业绩表现向好；海外存储原厂受益于 HBM 等需求，国内存储模组和利基存储芯片公司将继续受益于涨价和库存改善等， 整体收入和盈利能力预计均保持边际复苏态势；海外 TI 表示大部分终端市场复 苏，国内模拟公司 25Q2 营收多数同环比改善。建议关注自主可控加速叠加业 绩向好的设备/算力/代工/等板块、景气周期边际复苏的存储/模拟等板块，同时 建议关注各科创指数和半导体指数核心成分股。 2、库存端：手机链 DOI 环比 ...