Micron Technology_In-Line Nov-Qtr Results_Weak Feb-Qtr Outlook; Strong HBM_Datacenter DRAM Share Gains and Demand; Trimming Estimates But Set Up Remains Positive for 2H25; Reit OW
-·2024-12-23 01:54
shuinu9870 7 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： Harlan Sur AC (1-415) 315-6700 harlan.sur@jpmorgan.com North America Equity Research 19 December 2024 J P M O R G A N "expert investors" or "institutional investors," as defined under Section 4A of the SFA. Recipients of this material in Singapore are to contact JPMSS or JPMCB Singapore in respect of any matters arising from, or in connection with, the material. South Africa: J.P. Morgan Equitie ...