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IEObserve 國際經濟觀察@ieobserve P.2158
IEOBSERVE Telegram 2158
半導體風向球美光Data Center營收再繳出驚人成績年增400%,首次在總營收佔比超過50%。AI HBM需求強勁較上季翻倍,2025產能已滿。但是PC和Mobile的需求疲軟,NAND產能過剩正在下調預期和降低資本支出。

$MU Q4財報營收年增84%至87億符合預期,EPS $1.79 高於市場預期的1.73。不過 Micron 對2025 Q1的財務預測相當保守,預期營收約79億美元,換算年增率大幅下滑至35.6%,低於預期的89.9億,調整後EPS 預期$1.43,同樣遠低於市場預期的1.91美元。

這個保守的展望反映了消費性市場的疲軟,以及客戶庫存調整的影響,抵銷了強勁的AI HBM成長。

更多各產業的預估在這篇 https://vocus.cc/article/676363bdfd89780001fb01b8

Patreon版本:https://www.patreon.com/posts/118272243?pr=true



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半導體風向球美光Data Center營收再繳出驚人成績年增400%,首次在總營收佔比超過50%。AI HBM需求強勁較上季翻倍,2025產能已滿。但是PC和Mobile的需求疲軟,NAND產能過剩正在下調預期和降低資本支出。

$MU Q4財報營收年增84%至87億符合預期,EPS $1.79 高於市場預期的1.73。不過 Micron 對2025 Q1的財務預測相當保守,預期營收約79億美元,換算年增率大幅下滑至35.6%,低於預期的89.9億,調整後EPS 預期$1.43,同樣遠低於市場預期的1.91美元。

這個保守的展望反映了消費性市場的疲軟,以及客戶庫存調整的影響,抵銷了強勁的AI HBM成長。

更多各產業的預估在這篇 https://vocus.cc/article/676363bdfd89780001fb01b8

Patreon版本:https://www.patreon.com/posts/118272243?pr=true

BY IEObserve 國際經濟觀察




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A Telegram channel is used for various purposes, from sharing helpful content to implementing a business strategy. In addition, you can use your channel to build and improve your company image, boost your sales, make profits, enhance customer loyalty, and more. Among the requests, the Brazilian electoral Court wanted to know if they could obtain data on the origins of malicious content posted on the platform. According to the TSE, this would enable the authorities to track false content and identify the user responsible for publishing it in the first place. Just as the Bitcoin turmoil continues, crypto traders have taken to Telegram to voice their feelings. Crypto investors can reduce their anxiety about losses by joining the “Bear Market Screaming Therapy Group” on Telegram. The initiatives announced by Perekopsky include monitoring the content in groups. According to the executive, posts identified as lacking context or as containing false information will be flagged as a potential source of disinformation. The content is then forwarded to Telegram's fact-checking channels for analysis and subsequent publication of verified information. The group’s featured image is of a Pepe frog yelling, often referred to as the “REEEEEEE” meme. Pepe the Frog was created back in 2005 by Matt Furie and has since become an internet symbol for meme culture and “degen” culture.
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