利好突袭！深夜暴涨！

Group 1 - Micron Technology's stock surged by 16% following the release of its Q1 FY2026 earnings, which exceeded market expectations for both revenue and adjusted EPS [1] - The company's Q1 adjusted revenue reached $13.64 billion, a 57% year-over-year increase, surpassing analyst expectations of $12.95 billion; adjusted net income was $5.482 billion, up 58% year-over-year; adjusted EPS was $4.78, exceeding the forecast of $3.95 [1] - Micron's cloud storage segment achieved sales of $5.28 billion in Q1, doubling year-over-year; the data center business generated $2.38 billion, a 4% increase; mobile and client business contributed $4.255 billion, while automotive and embedded business added $1.72 billion [1] Group 2 - For Q2, Micron expects revenue to be around $18.7 billion, with a variance of $400 million, significantly higher than the analyst estimate of $14.38 billion; the company anticipates a non-GAAP gross margin of approximately 68%, well above the expected 55% [1] - Micron announced that all HBM capacity for 2026 is sold out and projected that the total addressable market (TAM) for HBM will reach $100 billion by 2028, two years ahead of previous guidance [2]