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美股異動|美光盤前跌超6% 業績指引難達華爾街“超高預期”+HBM芯片產能受限
格隆匯 06-27 16:20

美光科技(MU.US)美股盤前跌6.17%,報133.57美元。消息面上,美光第三財季營收68.1億美元,分析師預期66.7億美元;調整後EPS為0.62美元,分析師預期0.5美元。該公司預計第四財季營收將介於74億至78億美元之間,分析師普遍預期為75.8億美元,但仍未達到部分分析師預期的超80億美元的“超高預期”;調整後EPS約為1.08美元,分析師預期1.02美元。美光高管表示,由於增加工廠產量和使芯片與系統配合使用方面存在困難,HBM的供應增長實際上已經“踩下剎車”,HBM芯片訂單已經排滿至2025年以後,然而智能手機和個人電腦市場仍然低迷。

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