美光科技(MU)今日夜盘大涨7.75%，引起了市场的广泛关注。
消息面上，美光科技公布了2026财年第一季度财报，营收达136.4亿美元，同比增长57%，高于分析师预期的129.5亿美元；调整后每股收益为4.78美元，远超市场预期的3.95美元。公司同时给出了高于预期的第二季度业绩指引，预计营收将达到183亿至191亿美元，远超分析师平均预期的144亿美元。
美光科技首席执行官Sanjay Mehrotra表示，人工智能数据中心需求的快速增长正在推动对公司高性能存储产品的强劲需求。作为高带宽内存(HBM)的主要供应商之一，美光已完成了2026年HBM供应的价格和数量协议。公司同时宣布将2026财年资本支出从180亿美元提高至200亿美元，以扩大产能满足市场需求。
分析师指出，存储芯片市场供应紧张的局面预计将持续到2026年之后，这使美光等存储芯片制造商获得了更强的定价能力。美光科技在AI产业链中的关键地位和出色的业绩表现，共同推动了股价的强劲上涨。
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