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NVDA
217.84
+1.84
+0.85%
AAPL
346.95
+3.04
+0.88%
GOOGL
323.41
+6.61
+2.09%
MSFT
532.16
-0.44
-0.08%
GOOG
319.60
+5.41
+1.72%
AMZN
254.28
+5.19
+2.08%
TSM
437.75
+13.38
+3.15%
SPCX
149.71
+2.81
+1.91%
AVGO
342.40
+13.23
+4.02%
TSLA
408.35
+16.73
+4.27%
META
623.32
-7.24
-1.15%
LLY
1,279.31
+0.17
+0.01%
A
755,649.06
+3469.05
+0.46%
B
503.49
+1.48
+0.29%
MU
931.93
+28.23
+3.12%
SKHY
145.90
+3.28
+2.30%
WMT
119.24
-1.05
-0.87%
AMD
559.37
+28.09
+5.29%
JPM
336.11
+2.07
+0.62%
XOM
180.35
-4.20
-2.27%
V
399.14
-5.02
-1.24%
JNJ
268.64
+2.34
+0.88%
ASML
1,638.67
+49.88
+3.14%
MA
609.15
-4.35
-0.71%
ABBV
286.50
-0.24
-0.09%
INTC
93.59
+3.12
+3.44%
PLTR
200.58
+1.74
+0.88%
CVX
228.65
-3.36
-1.45%
COST
991.16
-14.00
-1.39%
CSCO
111.37
+1.13
+1.02%
ORCL
131.74
+5.68
+4.51%
KO
91.49
-1.22
-1.31%
UNH
411.34
+0.64
+0.16%
PG
159.00
-0.92
-0.58%
BAC
50.69
+0.17
+0.33%
MRK
141.92
+1.31
+0.93%
PANW
401.62
+11.16
+2.86%
CAT
714.18
+22.05
+3.19%
DELL
503.95
+36.86
+7.89%
HD
319.10
-0.28
-0.09%
PM
203.40
+1.53
+0.76%
AMAT
396.26
+8.66
+2.24%
GE
297.66
+9.23
+3.20%
SMFG
24.26
+0.45
+1.87%
LRCX
241.01
+3.51
+1.48%
SHEL
104.92
-2.00
-1.87%
NVS
156.60
+2.79
+1.81%
HSBC
86.36
-4.85
-5.32%
MS
187.46
+3.97
+2.16%
RY
203.23
+0.76
+0.37%
TM
196.76
-0.89
-0.45%
TXN
307.53
+9.41
+3.16%
SAP
236.23
-2.32
-0.97%
CRWD
267.33
+5.50
+2.10%
GS
911.77
+18.49
+2.07%
AZN
170.18
-1.88
-1.09%
RTX
194.78
-2.70
-1.37%
TMO
699.71
+14.82
+2.16%
NFLX
62.74
-1.17
-1.82%
MUFG
21.50
+0.41
+1.94%
WFC
82.72
+0.07
+0.08%
BABA
100.27
+0.02
+0.02%
ARM
226.25
+2.90
+1.30%
AMGN
446.34
+1.71
+0.38%
GEV
895.50
+40.88
+4.78%
ANET
188.43
+11.19
+6.31%
IBM
250.45
-2.99
-1.18%
LIN
507.71
+0.15
+0.03%
MKL
1,861.65
-12.35
-0.66%
SHOP
166.16
-2.02
-1.20%
MRVL
242.27
+8.48
+3.63%
AXP
313.91
-1.15
-0.36%
BHP
82.48
+3.35
+4.23%
C
122.83
+1.79
+1.48%
TD
125.77
+0.45
+0.36%
ADI
423.87
+15.94
+3.91%
TTE
92.59
-1.17
-1.25%
KLAC
153.30
+4.09
+2.74%
CRM
241.57
-6.04
-2.44%
GILD
158.42
-0.27
-0.17%
QCOM
182.55
+2.95
+1.64%
APH
78.31
+3.04
+4.04%
DIS
110.13
-0.28
-0.25%
KOF
112.95
-2.95
-2.55%
SNDK
1,299.97
+44.39
+3.54%
SAN
12.49
+0.12
+0.97%
VZ
43.81
+0.70
+1.64%
PEP
132.83
-2.63
-1.94%
ABT
103.25
-1.63
-1.55%
UNP
299.69
+2.71
+0.91%
COP
148.18
-3.19
-2.11%
MCD
250.11
-0.72
-0.29%
BLK
1,134.67
+7.00
+0.62%
NEE
82.23
+0.18
+0.23%
DE
638.45
-2.80
-0.44%
NVO
38.69
-0.45
-1.14%
PFE
29.74
-0.06
-0.18%
WELL
225.57
-15.04
-6.25%
DHR
230.50
+0.75
+0.33%
NOW
155.13
-3.05
-1.93%
NVDA
217.84
+1.84
+0.85%
AAPL
346.95
+3.04
+0.88%
GOOGL
323.41
+6.61
+2.09%
MSFT
532.16
-0.44
-0.08%
GOOG
319.60
+5.41
+1.72%
AMZN
254.28
+5.19
+2.08%
TSM
437.75
+13.38
+3.15%
SPCX
149.71
+2.81
+1.91%
AVGO
342.40
+13.23
+4.02%
TSLA
408.35
+16.73
+4.27%
META
623.32
-7.24
-1.15%
LLY
1,279.31
+0.17
+0.01%
A
755,649.06
+3469.05
+0.46%
B
503.49
+1.48
+0.29%
MU
931.93
+28.23
+3.12%
SKHY
145.90
+3.28
+2.30%
WMT
119.24
-1.05
-0.87%
AMD
559.37
+28.09
+5.29%
JPM
336.11
+2.07
+0.62%
XOM
180.35
-4.20
-2.27%
V
399.14
-5.02
-1.24%
JNJ
268.64
+2.34
+0.88%
ASML
1,638.67
+49.88
+3.14%
MA
609.15
-4.35
-0.71%
ABBV
286.50
-0.24
-0.09%
INTC
93.59
+3.12
+3.44%
PLTR
200.58
+1.74
+0.88%
CVX
228.65
-3.36
-1.45%
COST
991.16
-14.00
-1.39%
CSCO
111.37
+1.13
+1.02%
ORCL
131.74
+5.68
+4.51%
KO
91.49
-1.22
-1.31%
UNH
411.34
+0.64
+0.16%
PG
159.00
-0.92
-0.58%
BAC
50.69
+0.17
+0.33%
MRK
141.92
+1.31
+0.93%
PANW
401.62
+11.16
+2.86%
CAT
714.18
+22.05
+3.19%
DELL
503.95
+36.86
+7.89%
HD
319.10
-0.28
-0.09%
PM
203.40
+1.53
+0.76%
AMAT
396.26
+8.66
+2.24%
GE
297.66
+9.23
+3.20%
SMFG
24.26
+0.45
+1.87%
LRCX
241.01
+3.51
+1.48%
SHEL
104.92
-2.00
-1.87%
NVS
156.60
+2.79
+1.81%
HSBC
86.36
-4.85
-5.32%
MS
187.46
+3.97
+2.16%
RY
203.23
+0.76
+0.37%
TM
196.76
-0.89
-0.45%
TXN
307.53
+9.41
+3.16%
SAP
236.23
-2.32
-0.97%
CRWD
267.33
+5.50
+2.10%
GS
911.77
+18.49
+2.07%
AZN
170.18
-1.88
-1.09%
RTX
194.78
-2.70
-1.37%
TMO
699.71
+14.82
+2.16%
NFLX
62.74
-1.17
-1.82%
MUFG
21.50
+0.41
+1.94%
WFC
82.72
+0.07
+0.08%
BABA
100.27
+0.02
+0.02%
ARM
226.25
+2.90
+1.30%
AMGN
446.34
+1.71
+0.38%
GEV
895.50
+40.88
+4.78%
ANET
188.43
+11.19
+6.31%
IBM
250.45
-2.99
-1.18%
LIN
507.71
+0.15
+0.03%
MKL
1,861.65
-12.35
-0.66%
SHOP
166.16
-2.02
-1.20%
MRVL
242.27
+8.48
+3.63%
AXP
313.91
-1.15
-0.36%
BHP
82.48
+3.35
+4.23%
C
122.83
+1.79
+1.48%
TD
125.77
+0.45
+0.36%
ADI
423.87
+15.94
+3.91%
TTE
92.59
-1.17
-1.25%
KLAC
153.30
+4.09
+2.74%
CRM
241.57
-6.04
-2.44%
GILD
158.42
-0.27
-0.17%
QCOM
182.55
+2.95
+1.64%
APH
78.31
+3.04
+4.04%
DIS
110.13
-0.28
-0.25%
KOF
112.95
-2.95
-2.55%
SNDK
1,299.97
+44.39
+3.54%
SAN
12.49
+0.12
+0.97%
VZ
43.81
+0.70
+1.64%
PEP
132.83
-2.63
-1.94%
ABT
103.25
-1.63
-1.55%
UNP
299.69
+2.71
+0.91%
COP
148.18
-3.19
-2.11%
MCD
250.11
-0.72
-0.29%
BLK
1,134.67
+7.00
+0.62%
NEE
82.23
+0.18
+0.23%
DE
638.45
-2.80
-0.44%
NVO
38.69
-0.45
-1.14%
PFE
29.74
-0.06
-0.18%
WELL
225.57
-15.04
-6.25%
DHR
230.50
+0.75
+0.33%
NOW
155.13
-3.05
-1.93%
-- (--)
--
+0.00%
公告：
投资逻辑
驱动美光科技 CEO 梅赫罗特拉称已锁定约 1500 亿美元长期订单，AI 存储需求紧张
美光科技董事长兼 CEO 桑杰·梅赫罗特拉在财报电话会上表示，公司已签署 26 项长协，锁定约 1500 亿美元长期订单，且 2027 年和 2028 年存储市场供需将比 2026 年更为紧缺。公司同时上调营收和每股收益指引，并计划提高 2027 财年资本开支以扩充产能。
美光科技 2026 财年年报归母净利润 849.69 亿美元，同比增长 895.07%
美光科技发布 2026 财年年报及第四财季报告，全年营收 1331.88 亿美元，归母净利润 849.69 亿美元，经营现金流 896.75 亿美元；公司预计 2027 财年第一季度营收为 600 亿至 630 亿美元。
最新研报
研报富途早报 | 特朗普将AI更名为SI并提出“自我监管”；OpenAI拟按1.4万亿美元估值融资300亿美元；美光科技盘后发财报
特朗普在白宫会见AI领袖并提出以“自我监管”应对风险；OpenAI据悉计划按约1.4万亿美元估值融资300亿美元；美光科技将于盘后公布业绩，市场还关注苹果、波音、NASA、甲骨文、Meta等公司动态。
热点话题
Hot美光科技股价在9月30日Q4财报前波动 机构看好AI需求与存储芯片涨价
美光科技（Micron Technology）股价周四盘后跌约0.30%，此前常规交易时段上涨0.81%。市场正等待这家存储芯片公司于9月30日公布2026财年第四季度业绩。多位华尔街分析师维持看多，认为AI驱动的存储需求强劲、供应偏紧将继续推高价格。