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IEObserve 國際經濟觀察@ieobserve P.1982
IEOBSERVE Telegram 1982
記憶體大廠 #Micron 美光公布的Q3財報,營收年減-40%至40億,高於市場預期的39.25億。虧損小於預期,EPS -1.07 也高於市場預期的 -1.32。毛利率回升到-9%,比公司預期的毛利率-10.5%更高。

$MU 下季財測
#營收 為42-46億美元,中值44億略高於預期的42.1億,換算年增率轉正至7.7%
#毛利率 為-4%,誤差範圍2%,低於市場預期的0.66%。
#EPS 為-1.07美元,誤差範圍0.07美元,低於市場預期的-0.94。

公司預計2024財年將迎來復甦,隨著AI的普及從Data Center再到edge都需要更新型更貴的記憶體,PC和Mobile也迎來復甦和產品更新換代,更多詳細終端市場展望可以看這篇
https://vocus.cc/article/65149fe1fd89780001e449be



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記憶體大廠 #Micron 美光公布的Q3財報,營收年減-40%至40億,高於市場預期的39.25億。虧損小於預期,EPS -1.07 也高於市場預期的 -1.32。毛利率回升到-9%,比公司預期的毛利率-10.5%更高。

$MU 下季財測
#營收 為42-46億美元,中值44億略高於預期的42.1億,換算年增率轉正至7.7%
#毛利率 為-4%,誤差範圍2%,低於市場預期的0.66%。
#EPS 為-1.07美元,誤差範圍0.07美元,低於市場預期的-0.94。

公司預計2024財年將迎來復甦,隨著AI的普及從Data Center再到edge都需要更新型更貴的記憶體,PC和Mobile也迎來復甦和產品更新換代,更多詳細終端市場展望可以看這篇
https://vocus.cc/article/65149fe1fd89780001e449be

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Unlimited number of subscribers per channel Channel login must contain 5-32 characters The group also hosted discussions on committing arson, Judge Hui said, including setting roadblocks on fire, hurling petrol bombs at police stations and teaching people to make such weapons. The conversation linked to arson went on for two to three months, Hui said. Hui said the messages, which included urging the disruption of airport operations, were attempts to incite followers to make use of poisonous, corrosive or flammable substances to vandalize police vehicles, and also called on others to make weapons to harm police. Concise
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