[標的] MU.US 美光財報 CEO:低谷掰

Severine 發表於 2023/6/29 下午12:24:05

看板Stock標題[標的] MU.US 美光財報 CEO:低谷掰作者

Severine

(賽非茵)時間Jun 29 12:24:05 2023推噓22 推:30 噓:8 →:16

PTT評價

1. 標的：MU.US

2. 分類：討論

3. 分析/正文：

官方新聞稿 https://t.ly/F5BU

June 28, 2023 at 4:04 PM EDT

Further reducing wafer starts to approach 30% in both DRAM and NAND
BOISE, Idaho, June 28, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc.

(Nasdaq: MU) today announced results for its third quarter of fiscal 2023,
which ended June 1, 2023.

Fiscal Q3 2023 highlights

-Revenue of $3.75 billion versus $3.69 billion for the prior quarter and $8.64 billion for the same period last year

-GAAP net loss of $1.90 billion, or $1.73 per diluted share

-Non-GAAP net loss of $1.57 billion, or $1.43 per diluted share

-Operating cash flow of $24 million versus $343 million for the prior quarter and $3.84 billion for the same period last year

“Micron delivered fiscal third quarter revenue, gross margin, and EPS all
above the midpoint of the guidance range,” said Micron Technology President
and CEO Sanjay Mehrotra. “We believe that the memory industry has passed its
trough in revenue, and we expect margins to improve as industry supply-demandbalance is gradually restored. The recent Cyberspace Administration of China (“CAC”) decision is a significant headwind that is impacting our outlook and
slowing our recovery. Longer-term, Micron’s technology leadership, product
portfolio, and operational excellence continues to strengthen our competitivepositioning across diverse growth markets, including AI and memory-centric
computing.”

“美光第三財季的收入、毛利率和每股收益均高於指導範圍的中點，”美光科技總裁兼首
席執行官Sanjay Mehrotra表示。“我們認為記憶體行業已經度過了收入的低谷，隨著行
業供需平衡逐步恢復，我們預計獲利率將有所改善。中國國家互聯網資訊辦公室（“CAC
”）最近的決定是一個重大的逆風，正在影響我們的前景並減緩我們的復甦。從長遠來看，美光的技術領先地位、產品群組和卓越運營將繼續加強我們在人工智慧和以記憶體為中心的計算等不同增長市場的競爭地位。

4. 進退場機制：(非長期投資者，必須有停損機制。討論、心得類免填)

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※ 編輯: Severine (125.228.248.40 臺灣), 06/29/2023 12:24:37 ※ 編輯: Severine (125.228.248.40 臺灣), 06/29/2023 12:25:37

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laechan 06/29 12:27記憶體價位不是還在谷底?

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lise1017 06/29 12:28財富自由睡到自然醒再update 羨慕

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a633599 06/29 12:29突然發現創見最近股價不錯捏

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la8day 06/29 12:30山賊講的話我是不信啦

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jerrychuang 06/29 12:31還在賠錢吧

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a000000000 06/29 12:32MU這堆嘴砲真的越看越尷尬

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ck326 06/29 12:32呵呵，低谷一直往後

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xephon 06/29 12:33人工智慧的記憶體，噴爆

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xephon 06/29 12:34每一季的財報都講低谷已過

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fmp1234 06/29 12:34春燕的英文

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KadourZiani 06/29 12:34低谷掰

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kshs2224 06/29 12:35低股敗

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tomdavis 06/29 12:35低谷已過 U型 L_______________________J 型復甦

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dslite 06/29 12:37FED:利率升太少了

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NowQmmmmmmmm06/29 12:37低股掰

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Messi100 06/29 12:38股的掰

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steak5566 06/29 12:41可憐

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HenryLin123 06/29 12:42電蝦板都已經插滿了

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dragonjj 06/29 12:44你相信嗎？

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AndyMAX 06/29 12:45誰谷掰誰谷掰昂首闊步不留一絲遺憾

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lotno0201 06/29 12:45我不信

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birdman4368 06/29 12:46印度仔的嘴砲你信嗎

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tonylolz 06/29 12:47誰要買

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stosto 06/29 12:49現況看起來沒錯，下半年後開始因為nv 會帶起記憶體

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stosto 06/29 12:49的需求

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Skydier 06/29 12:53嘴砲能讓股價從地心漲30% 那就是有用的嘴砲

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ymlin0331 06/29 13:01谷底還有谷底的...

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a000000000 06/29 13:04MU只到a100用的hbm2e 新的h100用hbm3 hynix才有

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alphasem 06/29 13:14MU 的HBM3被海力士壓在地上打

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t124222210 06/29 13:24直接重倉空進去死了算了

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giants406 06/29 13:41跟股板風向對做看來記憶體重返農藥了

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EHacker 06/29 13:45矽谷印度人只有微軟讚讚

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fourkg 06/29 13:45低谷過

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a1379 06/29 13:49印度人說話能信屎都能吃

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a1379 06/29 13:50這咖一年前還把記憶體吹爆

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Severine 06/29 13:55其實在5x的時候也被這邊罵翻惹

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stocktonty 06/29 14:03審慎樂觀

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la8day 06/29 14:09MU 5x的時候你去買費半或NV 已經賺100趴

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good10740 06/29 14:14會降價賣的零件不太看好

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cool2849 06/29 14:33尷尬誰買了

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scratch01 06/29 14:35icrose：怎麼可能，我偉大中國才剛制裁美光

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hunglowchen 06/29 15:24垃圾阿三有夠可悲

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shinyi444 06/29 15:39好嗆喔壞壞惹人愛

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shawncarter 06/29 16:26印度人當頭的公司真的只有微軟能打

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icehorng 06/29 17:33三個月前就說是谷底了

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NCCUexpert 06/29 17:50哈哈還有扯NVDA跟MU那是活該賠錢了

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visadanny 06/29 20:06山賊講得話能信？科科

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la8day 06/29 21:34跳空跌了吧你看根本沒人相信山賊

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hydra7 06/29 22:00暴跌耶…美光尼怎麼惹？

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hotfeer 06/29 22:34誰在賣

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stosto 06/29 23:23美光hbm有送驗了，目前台灣下半年開始有擴產計畫，

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stosto 06/29 23:23教主講的沒錯，但最近情況有轉機，除非送驗被打槍

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transonic 06/29 23:58新產品成功多半建立在前一代上面，想成功啊ㄏㄏ

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bonbonme 06/30 00:1899晶豪科

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