EPISODE · Jun 27, 2026 · 9 MIN
美光：彻底封神！变身超级印钞机，84.9% 毛利率颠覆半导体周期
from AI解研说
半导体史诗级行情上演！美光最新财报炸裂全场，单季营收、净利润、现金流全面刷新历史纪录，毛利率飙升至恐怖的 84.9%！彻底告别过去大起大落的周期魔咒，从周期硬件厂蜕变为 AI 时代超级印钞机。全球巨头排队预缴百亿无息定金锁产能，千亿保底订单锁定未来收益。HBM 供需缺口持续至 2027 年后，摩尔定律失效、存储成本逆势上涨。叠加 AI 服务器、端侧智能、自动驾驶、人形机器人长期红利，更官宣全额现金回购计划！本期拆解美光开启的数十年存储超级长牛！
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美光：彻底封神！变身超级印钞机，84.9% 毛利率颠覆半导体周期
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