$美光科技 (MU.US) 美光科技公布财报，业绩全面优于预期，全年营收同比增幅达 61%，单季营收同比增长 93%，更振奋人心的是对未来也充满信心：基于 HBM3 需求强劲、价格上涨，美光上调了下一季度及全年的业绩指引。亮眼的财报迅速扭转上季度带来的投资者悲观心态，美光绩后盘前飙涨超 16%。亮眼的财务数据体现出了 AI 强劲的需求仍然存在，更为全球芯片行业注入了更多信心。
$英伟达 (NVDA.US) $AMD(AMD.US)
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