全球财经媒体昨夜今晨共同关注的头条新闻主要有： 白宫在周三公布了 "特朗普账户" 的新动态，其中包括对冲基金亿万富翁经理雷伊・达利欧及其妻子芭 芭拉的一笔追加捐款，这笔款项将用于资助儿童储蓄账户。 美国准备在普京拒绝俄乌和平协议的情况下对俄罗斯实施新一轮制裁 据知情人士透露，美国准备在俄罗斯总统普京拒绝俄乌和平协议的情况下，对俄罗斯能源行业实施新一 轮制裁，以加大对莫斯科的压力。 因涉及内部磋商而要求匿名的知情人士表示，美国正在考虑多种选项，例如针对用于运输俄罗斯原油的 所谓"影子油轮船队"的船只，以及便利相关交易的贸易商等。 1、美国准备在普京拒绝俄乌和平协议的情况下对俄罗斯实施新一轮制裁 2、达利欧追加捐款、戴尔捐62.5亿！一文了解特朗普儿童储蓄账户 3、美光科技公布强劲营收展望 人工智能硬件投资继续提振存储芯片需求 4、亚马逊重组AI部门：芯片、量子计算与AGI业务整合 5、贝森特称对哈塞特执掌美联储的任何担忧都是"荒谬的" 6、诺华和罗氏据悉接近与美国政府就药品价格达成协议 部分知情人士称，新的措施最快可能在本周公布。 达利欧追加捐款、戴尔捐62.5亿！一文了解特朗普儿童储蓄账户 过去一周，包括纽约 ...

The Micron Technology offices in San Jose, California, US, on Tuesday, Dec. 16, 2025.Micron Technology reported fiscal first-quarter results on Wednesday that beat Wall Street expectations for sales and earnings per share, and provided a strong forecast for the current quarter.Micron shares rose 5% in extended trading.Here's how the memory maker did versus LSEG consensus estimates:Earnings per share: $4.78, adjusted, versus $3.95 estimatedRevenue: $13.64 billion vs. $12.84 billion estimatedIn the second qua ...

results are out. Stocks higher by about 5% initially. Uh Christina Parts Neville has the numbers.Christina. >> Yeah, that's because there's a substantial beat across the board for this memory maker. Starting with EPS in the quarter for Q1, $4.78% higher than the street anticipated on revenues of 13.64% billion.So very strong beat there for Q1. Uh in regards to Q1 non-GAAP gross margins, which is a big concern for a lot of these chip names, 56%. The street was anticipating 52%.are stronger there for Q2 guida ...

Micron has been a victim of souring AI sentiment lately, but its upbeat outlook has Wall Street now feeling better about the path forward. ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

The memory-chip maker posted a quarterly profit of $5.24 billion, up from $1.87 billion a year earlier. ...

业绩总结 - 2026财年第一季度收入为136亿美元，环比增长21%，同比增长57%[48] - FQ1-26总收入为136.43亿美元，同比增长57%[74] - DRAM收入为108.12亿美元，占总收入的79%，同比增长69%[81] - NAND收入为27.43亿美元，占总收入的20%，同比增长22%[81] - 云内存业务单元(CMBU)收入为52.84亿美元，占总收入的39%，环比增长16%[54] - 核心数据中心业务单元(CDBU)收入为23.79亿美元，占总收入的17%，环比增长51%[54] - 移动客户端业务单元(MCBU)收入为42.55亿美元，占总收入的31%，环比增长13%[56] - 汽车和嵌入式业务单元(AEBU)收入为17.20亿美元，占总收入的13%，环比增长20%[56] - FQ1-26的非GAAP毛利率为56.8%[57] - FQ1-26的净收入为54.82亿美元，稀释每股收益为4.78美元[57] - GAAP净收入为5240百万美元，较上一季度增长63.8%，同比增长179.5%[88] - 非GAAP净收入为5482百万美元，较上一季度增长57.9%，同比增长169.5%[88] - 调整后EBITDA为8604百万美元，较上一季度增长42.0%，同比增长95.0%[89] - GAAP稀释每股收益为4.60美元，较上一季度增长62.5%，同比增长175.5%[90] - 非GAAP稀释每股收益为4.78美元，较上一季度增长57.8%，同比增长167.6%[90] - 经营活动提供的净现金为8411百万美元，较上一季度增长47.0%，同比增长159.5%[90] - 调整后的自由现金流为3906百万美元，较上一季度增长387.0%，同比增长3393.8%[90] - 现金及现金等价物为9731百万美元，较上一季度增长0.9%，同比增长45.5%[91] 市场展望 - 预计2026财年将实现显著的收入、毛利率和每股收益新高[8] - HBM市场的总可寻址市场（TAM）预计在2025年为350亿美元，到2028年将达到1000亿美元，年复合增长率约为40%[8] - 数据中心NAND产品在2026财年第一季度的收入超过10亿美元，显示出强劲的市场需求[28] - 预计2025年服务器单元需求将增长高达20%，高于之前的10%预期[21] - 预计2025年DRAM位需求增长将达到低20%范围，NAND位需求增长将达到高十几%范围[41] 新技术与产品 - 1-gamma DRAM节点将在2026年下半年成为DRAM位增长的主要驱动力[15] - HBM4的速度超过11 Gbps，预计将在2026年第二季度实现高产量[24] 资本支出与投资 - 公司计划将2026财年的资本支出增加至约200亿美元，主要用于支持HBM供应能力[43] 未来指导 - FQ2-26的收入指导为187亿美元±4亿美元，毛利率指导为68%±1%[71] - FQ2-26的非GAAP稀释每股收益预期为8.42美元，波动范围为0.20美元[92]

Micron Technology forecast second-quarter revenue above Wall Street estimates on Wednesday, betting on soaring demand and strong pricing for its high-bandwidth memory chips used in artificial intellig... ...

Exhibit 99.1 FOR IMMEDIATE RELEASE Contacts: Satya Kumar Mark Plungy Investor Relations Media Relations satyakumar@micron.com mplungy@micron.com (408) 450-6199 (408) 203-2910 "In fiscal Q1, Micron delivered record revenue and significant margin expansion at the company level and also in each of our business units," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. "Our Q2 outlook reflects substantial records across revenue, gross margin, EPS and free cash flow, and we anticipate our bu ...

公司财务表现 - 美光第一财季调整后营收为136.4亿美元 [1] - 该季度营收超出市场预期，分析师此前预期为129.5亿美元 [1]