03/21/2025, 04:42 AM UTC
美光科技第二季度：预计下半年HBM出货量将增加Micron Q2: Anticipating More HBM Shipment In H2
1、美光科技因其HBM强劲增长和战略产能扩张而被重申给予“强烈买入”评级，股价为每股140美元；2、美光科技报告了38.3%的收入增长和24.9%的调整后运营收入，HBM收入同比增长50%；3、公司预计2025财年第三季度收入为88亿美元，对HBM制造的重大投资预计将使2025财年收入同比增长38.2%。1. Micron Technology is reiterated with a 'Strong Buy' rating at $140 per share due to robust HBM growth and strategic capacity expansion; 2. Micron reported 38.3% revenue growth and 24.9% adjusted operating income with HBM revenue growing 50% sequentially; 3. The company guides for $8.8 billion in Q3 FY25 revenue with significant investments in HBM manufacturing, forecasting 38.2% year-over-year growth for FY25.---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
