記憶體大廠Micron美光公布的Q2財報，營收年減-57%至37.5億，高於市場預期的36.7億。虧損小於預期，EPS -1.43 也高於市場預期的 -1.73。毛利率回升到-16.1%，比公司預期的毛利率-21%更高。 @IEObserve 國際經濟觀察

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Create: 2023-06-29 Update: 2025-07-08 23:18:14

記憶體大廠Micron美光公布的Q2財報，營收年減-57%至37.5億，高於市場預期的36.7億。虧損小於預期，EPS -1.43 也高於市場預期的 -1.73。毛利率回升到-16.1%，比公司預期的毛利率-21%更高。

美光 #財測
營收為37-41億美元，中值39億略高於預期的38.7億
毛利率為-10.5%，誤差範圍2.5%。
EPS為-1.34美元，誤差範圍0.07美元，低於市場預期的-1.19

美光的CEO認為記憶體行業的低谷已經過去，行業供需平衡恢復預計利潤率會改善。

美光更詳細的財報與電話會議速覽，美光不意外的也在畫AI大餅
https://vocus.cc/article/649cba0ffd89780001a79a1f

Patreon版本：https://www.patreon.com/posts/85282086

IEObserve 國際經濟觀察

記憶體大廠Micron美光公布的Q2財報，營收年減-57%至37.5億，高於市場預期的36.7億。虧損小於預期，EPS -1.43 也高於市場預期的 -1.73。毛利率回升到-16.1%，比公司預期的毛利率-21%更高。

美光 #財測
營收為37-41億美元，中值39億略高於預期的38.7億
毛利率為-10.5%，誤差範圍2.5%。
EPS為-1.34美元，誤差範圍0.07美元，低於市場預期的-1.19

美光的CEO認為記憶體行業的低谷已經過去，行業供需平衡恢復預計利潤率會改善。

美光更詳細的財報與電話會議速覽，美光不意外的也在畫AI大餅
https://vocus.cc/article/649cba0ffd89780001a79a1f

Patreon版本：https://www.patreon.com/posts/85282086

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