美光科技-第二季度预览：预计在定价上行及 HBM4 量产的驱动下，再迎强劲季度

2 March 2026 | 5:01AM EST Equity Research Micron Technology Inc. (MU): 2Q Preview: Expect another strong quarter driven by pricing upside, with HBM4 ramp in focus Key stock takeaways: We expect investors to continue to focus on the level of industry undersupply in DRAM and NAND, and the duration of pricing growth in these markets. Following continued pricing momentum, we expect strong upside to Street (Visible Alpha Consensus Data) estimates, with additional upward estimate revisions in the May quarter. We ...