美光科技财报及指引超预期，长期协议锁定未来收入，表明AI驱动的内存需求具有结构性。
美光科技财报及指引超预期，长期协议锁定未来收入，表明AI驱动的内存需求具有结构性。
“Always amazing looking at $MU earnings: Revenue: $41.46B vs. $35.8B est. EPS: $25.11 vs. $20.78 est. Forecasts: Revenue: $49B to $51B, vs $43.24B est EPS: $30.00 to $32.00, vs. $25.31. “Micron said on Wednesday that it has signed 16 long-term agreements” "When completed, we expect approximately half or more of our company revenue to be under these" Looks like memory demand has become structural… But great earnings to show up the AI trade is continuing to ramp up.”原帖：X / @aleabitoreddit ↗