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美股异动|美光科技股价震荡业绩强劲引投资者关注
Xin Lang Cai Jing· 2025-09-25 22:55
来源:市场资讯 美光科技在下一个季度的预期同样乐观。公司预计第一季度营收将达到125亿美元,超过分析师的预 测。这主要得益于其在高带宽内存(HBM)领域的强劲表现以及市场对AI技术的需求。财务方面,公 司预计每股收益将持续增长,反映出其在产品创新和成本控制上的卓越能力。 华尔街对美光的前景持乐观态度,数家分析师纷纷上调公司的目标价。受益于AI驱动的市场需求,美 光在面对竞争对手时具备了显著的优势,尤其是在高端内存市场。公司还计划在2026年推出HBM4产 品,这将进一步强化其市场领导地位。 然而,尽管美光的业绩和市场表现令人看好,部分分析师也表示了谨慎的态度。考虑到股价已经逼近历 史高点,有些人对美光的估值是否偏高提出了质疑。此外,HBM价格可能会在明年出现调整,这一点 需要投资者密切关注。 对于投资者而言,美光科技的未来发展充满潜力。公司不仅在技术创新和产品研发上投入巨大,还在市 场开拓和成本管理上表现出色。在AI技术迅猛发展的背景下,美光的内存产品有望继续享有较高的需 求驱动。投资者可能需要审慎评估当前的股价水平,并密切关注市场趋势,以制定合适的投资策略。 (来源:美股情报站) 最近,美光科技股票经历了一 ...
华尔街见闻早餐FM-Radio | 2025年9月13日
Sou Hu Cai Jing· 2025-09-12 23:24
Market Overview - Investors are showing caution ahead of the upcoming Federal Reserve meeting, with mixed performance in US stock indices. The Nasdaq rose by 0.44% supported by large tech stocks, while the S&P 500 slightly declined and the Dow Jones fell by approximately 0.6% [1] - Tesla's stock surged by about 7.4%, marking its largest daily increase in nearly three months, with a two-day gain of nearly 14% [1] - Circle's stock dropped by approximately 6.3% as its competitor Tether launched a new stablecoin [1][10] - Vaccine manufacturers saw significant declines, with BioNTech's stock dropping over 10% at one point and Moderna falling by 7.3% [1][27] - Gemini's stock experienced a volatile debut, initially soaring over 60% before closing up 14% [1][10] Cryptocurrency Market - The cryptocurrency market saw a general upward trend, with Bitcoin rising about 2% for three consecutive days, Ethereum breaking out of a near two-week range with a rise of over 6.2%, and Solana increasing by 6.3% [2] Commodity Market - Gold prices increased by 0.27% but retreated after reaching a new high of $3674 per ounce [3] - Oil prices fluctuated, initially dropping before rising by 3.65% from the day's low, although the gains were later reduced [3] Asian Market - The Hang Seng Index rose by 1.7%, with Alibaba reaching a nearly four-year high and Baidu surging by 8%. However, the ChiNext Index fell by over 1% [4] Company News - Nvidia's DGX Cloud business faced setbacks as AI developers resisted high prices [8] - Amazon and Google experienced stock fluctuations amid investigations by US regulators into their search advertising practices [9][19] - Alibaba launched an open-source model, Qwen3-Next-80B-A3B, which significantly reduced training costs and improved inference efficiency [21] - SK Hynix announced a new product that doubles bandwidth and improves power efficiency by over 40% [21] - Morgan Stanley noted that CATL has gained significant market share in the European electric vehicle battery market, solidifying its industry leadership [21] Regulatory and Economic Developments - The US Congress Budget Office revised its economic growth forecast for 2025 down to 1.4% from 1.9% [23] - China's August social financing increased by 2.57 trillion yuan, with new loans of 590 billion yuan and a significant rise in deposits [24]