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IEObserve 國際經濟觀察@ieobserve P.2205
IEOBSERVE Telegram 2205
記憶體大廠美光(Micron)Q2財報營收年增36.5%至93億美元,優於預期的89億美元。淨利年增210%至21.8億,EPS $1.91高於市場預期的$1.6。毛利率39%較上季提升110個基點,受惠於DRAM價格改善和產品組合優化。

主要還是靠HBM季增超過50%拉動,營收獲利都優於預期,並且市占率比預期更快拉高。

公司預計2025年Q3的財測營收107億美元,優於預期的102億美元,換算年增約38%。每股盈餘預期在2.5美元,也優於預期的2.25美元。預估毛利率將進一步提升至42%,主要受惠於DRAM定價執行強勁和產品組合持續改善。

https://vocus.cc/article/685c87b8fd89780001341434

Patreon版本 https://www.patreon.com/posts/mei-guang-hbmzai-132319309



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記憶體大廠美光(Micron)Q2財報營收年增36.5%至93億美元,優於預期的89億美元。淨利年增210%至21.8億,EPS $1.91高於市場預期的$1.6。毛利率39%較上季提升110個基點,受惠於DRAM價格改善和產品組合優化。

主要還是靠HBM季增超過50%拉動,營收獲利都優於預期,並且市占率比預期更快拉高。

公司預計2025年Q3的財測營收107億美元,優於預期的102億美元,換算年增約38%。每股盈餘預期在2.5美元,也優於預期的2.25美元。預估毛利率將進一步提升至42%,主要受惠於DRAM定價執行強勁和產品組合持續改善。

https://vocus.cc/article/685c87b8fd89780001341434

Patreon版本 https://www.patreon.com/posts/mei-guang-hbmzai-132319309

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3How to create a Telegram channel? How to Create a Private or Public Channel on Telegram? Your posting frequency depends on the topic of your channel. If you have a news channel, it’s OK to publish new content every day (or even every hour). For other industries, stick with 2-3 large posts a week. In handing down the sentence yesterday, deputy judge Peter Hui Shiu-keung of the district court said that even if Ng did not post the messages, he cannot shirk responsibility as the owner and administrator of such a big group for allowing these messages that incite illegal behaviors to exist. Commenting about the court's concerns about the spread of false information related to the elections, Minister Fachin noted Brazil is "facing circumstances that could put Brazil's democracy at risk." During the meeting, the information technology secretary at the TSE, Julio Valente, put forward a list of requests the court believes will disinformation.
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