美股异动丨美光科技盘前涨超3%，盘后业绩放榜+获小摩列入明年半导体投资首选股名单

Core Viewpoint - Micron Technology (MU.US) is expected to report strong Q1 FY2026 earnings, with projected revenue of $12.801 billion, a 47% year-over-year increase, and earnings per share of $3.76, reflecting a 125% growth [1] Group 1: Financial Performance - Micron is anticipated to achieve revenue of $12.801 billion for Q1 FY2026, marking a 47% increase compared to the previous year [1] - The expected earnings per share (EPS) is $3.76, which represents a significant year-over-year growth of 125% [1] Group 2: Market Position and Product Demand - The HBM (High Bandwidth Memory) market is experiencing explosive growth, with Micron's strategic positioning in this area drawing significant attention [1] - Micron has confirmed that its HBM3E and HBM4 products are fully sold out for the entire year of 2026 [1] Group 3: Analyst Recommendations - JPMorgan analyst Harlan Sur has included Micron in the list of top semiconductor investment picks for 2026, indicating continued growth potential despite a 173% increase in stock price this year [1] - The anticipated support for Micron's stock price includes rising product prices, increasing gross margins, and potential upward revisions in financial forecasts [1]