Micron

美光：营收创纪录、供应仍紧缺，但中国市场正悄然改写格局

Brett Shapiro -

美光股价32%回撤：当“硬件之王”遭遇市场“情绪失灵”

kashif hafeez -

Micron’s Record Quarter and $22 Billion in Take-or-Pay Contracts Can’t Fully Shield the Stock From a Broader AI Selloff

Brett Shapiro -

84.6%毛利率挡不住32%回撤：美光在“超级周期”遭遇的信任危机

kashif hafeez -

Micron’s Record Quarter and $22 Billion Customer Backstop Meet a 13% Weekly Rout — A Tale of Two Stories

kashif hafeez -

汽车大单与TSMC扩产夹击：美光股价为何在创纪录业绩中逆势下跌

Brett Shapiro -

Micron’s Revenue Pipeline Is Unmatched, Yet the Stock Keeps Dropping

kashif hafeez -

美光股价月跌18%：855亿美元CXMT估值与1000亿美元LTA的角力

angelina -

Micron’s 30% Slide Masks a $22 Billion Prepayment Backstop — But the Pressure Is Building

kashif hafeez -

劲增346%的营收遇上8%的对手：美光股价的”矛盾时刻”

Brett Shapiro -

美光220亿美元长协”锁死”AI存储供给，KeyBanc喊出1750美元目标价——电荒和内部减持成双重考验

Brett Shapiro -

Micron’s HBM Sellout Through 2026 Upends the Memory Playbook — but Doubts Linger

kashif hafeez -

Micron’s $250 Billion US Bet: A Megafab Rises as Supply Squeeze Tests Investor Nerves

Brett Shapiro -

美光HBM4每秒钟2.8TB传输、订单已排至2027：2500亿美元本土化攻势背后的逻辑与悬念

angelina -

Micron’s $100 Billion Contract Backlog Rewrites the Memory Playbook as Q3 Revenue Soars 345%

Brett Shapiro -
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