美国11月核心CPI年率意外回落，同比增长2.6%，为2021年初以来最低增速。利率期货市场预计明年美 联储将降息62个基点。美股三大指数集体高开，纳指涨1.4%，标普500指数涨0.95%，道指涨0.63%。 美光大涨近13%，Q1业绩与指引双双"爆表"，CEO称DRAM供应短缺将持续至2026年后。 谷歌涨1.8%，此前发布旗舰模型的低成本版本Gemini 3 Flash，推理能力接近Gemini 3 Pro。 特斯拉涨3.1%，摩根士丹利预期Robotaxi车队2026年有望增至1000辆。 亚马逊涨2.3%，公司重组人工智能部门，云业务高级副总裁Peter DeSantis将任负责人。 (格隆汇) ...

美光科技涨13.8%，公司预计本季度营收187亿美元，远高于142亿美元市场预期。特朗普媒体科技集团 涨25.7%，拟与核聚变公司TAE合并。Lululemon涨8.3%，激进投资者Elliott据报已持有其超10亿美元股 份。AI医疗概念股Recursion续涨3.4%，小摩上调评级，木头姐加仓。 来源：视频滚动新闻 ...

每经AI快讯，美光科技涨幅扩大至16%，罗森布拉特证券将美光科技目标价从300美元大幅上调至500美 元。 （文章来源：每日经济新闻） ...

After the bell on Wednesday, we received fiscal first quarter results from Micron Technology, Inc. ( MU ) for its November-ending period. The memory and storage company has seen its shares more than double over theI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have bee ...

来源：滚动播报 美光股价上涨14%创4月9日以来最大涨幅。 ...

US stocks rose on Thursday, eyeing a recovery from Wall Street's tech-fueled sell-off, as investors digested the easing inflation pressures from the latest reading on consumer prices that could help set expectations for the path of interest rates. The tech-heavy Nasdaq Composite (^IXIC) led the way up with a gain of 1.5%, pushed north by a strong earnings report from Micron (MU) after AI trade worries spurred another bruising session for tech on Wednesday. Shares in the benchmark S&P 500 (^GSPC) and the b ...

来源：市场资讯 （来源：Eric有话说） NAND营收24.5亿美元，同比增长9%，重返增长，环比增长9%，营收占比降至历史极低值18%； NAND bit出货量环比增长中高个位数，ASP环比增长mid-teens%； 分市场： 存储巨头美光拉开半导体三季报帷幕。美光本季度按财年时间是FY26Q1，按实际时间对应2025年 9/10/11月。 美光FY26Q1财报： 营收136.4亿美元，同比增长57%，环比增长21%，高于市场一致预期的129.2亿美元；预计 FY26Q2营收187亿美元，同比增长132%，环比增长37%； GAAP毛利率56%，同比提升17.6个百分点，环比增长11.3个百分点；预计FY26Q2毛利率67%，环 比增长11个百分点（远超此前GAAP毛利率巅峰FY18Q4的61%）； GAAP经营利润61.4亿美元，环比增长68%，经营利润率45%（远超此前GAAP经营利润巅峰 FY18Q4的43亿美元）； 经营现金流84.1亿美元，环比增长47%（远超此前经营现金流巅峰FY18Q4的52亿美元）； GAAP净利润52.4亿美元，环比增长64%，高于市场一致预期的43.3亿美元；NonGAA ...

消息面上，受益于存储芯片供应趋紧、价格大幅上涨，以及人工智能数据中心需求迅猛增长，美光科技(MU.US)周三盘后公布的2026财年第一季度业绩显 示，该公司不但上季度业绩高于分析师预期，而且第二财季营收、毛利率、每股收益指引也大超预期，并将2026财年资本开支预期从180亿美元提高至200 亿美元。 12月18日午后，存储芯片板块出现明显拉升。万润科技（002654）午后直线涨停，盘中涨停板封单超过115万手。其他概念股如大为股份（002213）、兆 易创新（603986）、神工股份、复旦微电、恒烁股份、华岭股份等纷纷跟涨。 ...

Micron Technology, Inc. (NASDAQ:MU) stock rose Thursday after surpassing fiscal first-quarter 2026 expectations and issuing a robust forecast.Micron reported first-quarter revenue of $13.64 billion, topping estimates, with adjusted earnings of $4.78 per share. Sales grew 20.5% year-over-year, operating cash flow rose to $8.41 billion, and adjusted free cash flow was $3.9 billion.“In fiscal Q1, Micron delivered record revenue and significant margin expansion at the company level and also in each of our busin ...

The Micron logo is seen displayed at the 8th China International Import Expo.Micron Technology's stock jumped 14% after the company signaled robust demand for its memory chips and blew away fiscal first-quarter estimates.During an earnings call with analysts, Micron, which makes memory storage used for computers and artificial intelligence servers, said data center needs have fueled greater demand for its products.Micron said it expects the total addressable market for high-bandwidth memory to hit $100 bill ...