科技财报速递｜利润大超，指引上修，美超微盈利质量仍待验证

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美超微本季整体偏强，原有判断被强化。收入略低于预期，但利润、毛利率及下一财年指引明显超预期；同时，高库存、负经营现金流和毛利率即将回落，显示放量兑现与盈利质量仍需分开判断。

Episode metadata supplied by the publisher feed · Published Aug 13, 2026

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科技财报速递｜利润大超，指引上修，美超微盈利质量仍待验证

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