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[標的] MU.US 美光財報 CEO:低谷掰

看板Stock標題[標的] MU.US 美光財報 CEO:低谷掰作者
Severine
(賽非茵)
時間推噓22 推:30 噓:8 →:16

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

laechan 06/29 12:27記憶體價位不是還在谷底?

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

a633599 06/29 12:29突然發現創見最近股價不錯捏

la8day 06/29 12:30山賊講的話我是不信啦

jerrychuang 06/29 12:31還在賠錢吧

a000000000 06/29 12:32MU這堆嘴砲真的越看越尷尬

ck326 06/29 12:32呵呵,低谷一直往後

xephon 06/29 12:33人工智慧的記憶體,噴爆

xephon 06/29 12:34每一季的財報都講低谷已過

fmp1234 06/29 12:34春燕的英文

KadourZiani 06/29 12:34低谷掰

kshs2224 06/29 12:35低股敗

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

dslite 06/29 12:37FED:利率升太少了

NowQmmmmmmmm06/29 12:37低股掰

Messi100 06/29 12:38股的掰

steak5566 06/29 12:41可憐

HenryLin123 06/29 12:42電蝦板都已經插滿了

dragonjj 06/29 12:44你相信嗎?

AndyMAX 06/29 12:45誰谷掰 誰谷掰 昂首闊步 不留一絲遺憾

lotno0201 06/29 12:45我不信

birdman4368 06/29 12:46印度仔的嘴砲你信嗎

tonylolz 06/29 12:47誰要買

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

stosto 06/29 12:49的需求

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

ymlin0331 06/29 13:01谷底還有谷底的...

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

alphasem 06/29 13:14MU 的HBM3被海力士壓在地上打

t124222210 06/29 13:24直接重倉空進去死了算了

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

EHacker 06/29 13:45矽谷印度人只有微軟讚讚

fourkg 06/29 13:45低谷過

a1379 06/29 13:49印度人說話能信 屎都能吃

a1379 06/29 13:50這咖一年前還把記憶體吹爆

Severine 06/29 13:55其實在5x的時候 也被這邊罵翻惹

stocktonty 06/29 14:03審慎樂觀

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

good10740 06/29 14:14會降價賣的零件不太看好

cool2849 06/29 14:33尷尬 誰買了

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

hunglowchen 06/29 15:24垃圾阿三 有夠可悲

shinyi444 06/29 15:39好嗆喔壞壞惹人愛

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

icehorng 06/29 17:33三個月前就說是谷底了

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

visadanny 06/29 20:06山賊講得話能信? 科科

la8day 06/29 21:34跳空跌了吧 你看根本沒人相信山賊

hydra7 06/29 22:00暴跌耶…美光尼怎麼惹?

hotfeer 06/29 22:34誰在賣

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,

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

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

bonbonme 06/30 00:1899晶豪科