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Core Viewpoint - Micron Technology's stock price surged over 7% to a record high of $362.75, with a market capitalization reaching $408 billion, driven by strong demand for AI-related memory products [1][4]. Group 1: Stock Performance - On January 16, Micron's stock closed at $362.75, marking a 7.76% increase from the previous day [2]. - The stock's after-hours price was $363.07, reflecting a slight increase of 0.089% [2]. - Over the past three months, Micron's stock price has risen by 86%, and it has increased by 245% over the past year [4]. Group 2: Financial Performance - For the fiscal year ending August 28, 2025, Micron reported revenues of $37.38 billion, up from $25.11 billion in the previous fiscal year [5]. - The non-GAAP earnings per share for the fiscal year 2025 were $8.29, a significant increase from $1.30 in the prior year [5]. - Micron is projected to achieve a 99% revenue growth rate in fiscal year 2026, ranking tenth among S&P 500 companies [5]. Group 3: Market Dynamics - The demand for high bandwidth memory (HBM) chips has surged due to the growth of AI applications, leading to a "memory shortage" across the industry [4]. - Micron's products are widely used in hardware that drives AI applications, enhancing its pricing power [4]. - The company has sold out its AI memory chips through 2026 and is expanding production capacity by building a new factory in New York and acquiring a wafer fab in Taiwan for $1.8 billion [4][5]. Group 4: Analyst Insights - Analysts from Mizuho and Morgan Stanley have highlighted the positive market sentiment towards Micron and memory stocks, citing limited memory capacity and strong demand for AI as key factors [6]. - Morgan Stanley has ranked Micron among the top ten global DRAM suppliers, emphasizing the long-term visibility of orders due to rising AI demand [6].