1. 標的:MU
2. 分類:討論
3. 分析/正文:
美光第一季度業績指引大幅低於預期,計劃削減50%支出
Micron Technology (NASDAQ:MU) shares fell nearly 2% in after-hours as the
Idaho-based memory chip maker offered first-quarter guidance that missed Wall
Street expectations by a wide margin.
美光科技(納斯達克:MU)股價在盤後下跌近2%,這家愛達荷州的製造商提供的第
一季度業績指引遠低於華爾街預期。
Looking to the next quarter, Micron (MU) said it expects revenue to be
between $4B and $4.5B, with earnings per share ranging between a loss of 6
cents and a gain of 14 cents. Analysts were expecting Micron (MU) to generate
$6.02B in sales and earnings of 87 cents per share.
展望下一季度,美光表示,預計營收將在40億美元至45億美元之間,每股收益在虧損6美
分至收益14美分之間。分析師此前預計美光(Micron))創造60.2億美元的銷售額和每股87
美分的收益。
Micron (MU) also said it would cut wafer fab equipment spending by up to 50%
next year compared to last year.
美光還表示,與去年相比,明年將削減高達50%的晶片製造設備支出。
"Our technology and manufacturing leadership in both DRAM and NAND, deep
customer relationships, diverse product portfolio, and strong balance sheet
put Micron on solid footing to navigate the weakened near-term supply-demand
environment," Micron Technology President and CEO Sanjay Mehrotra said in a
statement.
美光科技總裁和首席執行官桑賈伊·梅赫羅特拉在一份聲明中表示:“我們在DRAM
和與NAND領域的技術和製造領先地位、深厚的客户關係、多樣化的產品組合和強
勁的資產負債表,使美光在近期疲軟的供需環境中站穩了腳跟。”
Mehrotra added that Micron (MU) expects to emerge from the downcycle "well
positioned to capitalize on the long-term demand for memory and storage."
Mehrotra補充説,美光(MU)預計將走出下行週期,“能夠很好地利用對內存和存儲的長期
需求。”
For the period ending September 1, Micron (MU) said it earned $1.45 per share
on $6.64B in revenue. Gross margins came in at 40.3%, slightly above
estimates of 39.7%.
美光表示,在截至9月1日的財年中,營收為66.4億美元,每股收益為1.45美元。毛利率為
40.3%,略高於39.7%的預期。
Analysts were expecting a quarterly gain of $1.37 per share on $6.78B in
revenue.
分析師此前預計,該公司季度營收為67.8億美元,每股收益1.37美元。
Micron (MU) will host a conference call at 4:30 p.m. EST to discuss the
results.
美光(MU)將於下午4:30主持電話會議。美國東部時間討論結果。
Last month, investment firm J.P. Morgan said that memory chip makers,
including Micron (MU), were starting to become more attractive even as
pessimism in the industry rises.
上個月,投資公司摩根大通表示,包括美光(Micron)在內的製造商開始變得更具
吸引力,儘管該行業的悲觀情緒正在上升。
4. 進退場機制:(非長期投資者,必須有停損機制。討論、心得類免填)
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