美光科技_季度业绩超预期，敲定首批战略客户协议

18 March 2026 | 8:44PM EDT Equity Research Micron Technology Inc. (MU): Very strong quarter, with initial strategic customer agreement secured Key stock takeaways: We expect the stock to be range bound following a very strong quarter with guidance that was far ahead of the Street, against elevated investor expectations heading into the quarter. Importantly, Micron disclosed that it has signed its first five-year strategic customer agreement, which differs from prior long-term agreements (LTAs) in that it in ...