[標的] US:MU 財報:降2023Q1指引/計畫削減50%支出

股票

54365


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)


--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.160.71.240 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1664493648.A.DD2.html
tswen1樓完蛋了 09/30 07:24
poeoe2樓讚啦 現在就是在等各家財報開始爛 09/30 07:25
本人3樓不 現在沒人看財報了 都在看未來的指引 09/30 07:26
numlocka4樓寒冬? 09/30 07:26
stationary5樓記憶體寒冬怎麼過了一年還沒走 09/30 07:27
HCYPMGO6樓降資本支出 設備廠瑟瑟發抖~ 09/30 07:28
wuklean7樓提早承認第四季很爛 降資本支出 這其實短空長多 09/30 07:29
wuklean8樓長是指半年以上喔 09/30 07:29
pushstut9樓資本支出減半(晶圓廠擴廠要不跟進? 09/30 07:30
pushstut10樓謝謝分享(這種指引跌沒5% QQ 09/30 07:31
capssan11樓財測eps幾乎觸地板欸 09/30 07:32
dannywhat12樓循環股的Guideline 要看多長 09/30 07:32
baka141213樓盤後沒怎麼跌也 09/30 07:33
semicoma14樓極端氣候 寒冬會比較長 09/30 07:33
本人15樓因為都跌到底了阿 09/30 07:33
JessVeron16樓華崩去年高雄廠還增產XD 趕快關囉 09/30 07:34
poeoe17樓這個財測和對記憶體第四季續跌的預測相符 蠻好的 09/30 07:34
asuscp12318樓台灣財測都很樂觀的 全力放空 爽 09/30 07:36
xephon19樓腰斬 09/30 07:36
capssan20樓這個財測開出來感覺可以開接了 放個兩三年很難輸 09/30 07:37
dannywhat21樓放三年又回到下跌段 09/30 07:38
abc555599022樓股價能反應財報的話 台積應該破千了 09/30 07:40
louis232323樓噴 可以低接了 09/30 07:41
baka141224樓gg權值 09/30 07:42
baka141225樓太大== 09/30 07:42
qwert112226樓記憶體崩盤 09/30 07:43
fortesv27樓真的芭比Q了! 09/30 07:43
YLTYY28樓裁50%再叫我 09/30 07:45
panzerbug29樓台灣還瘋狂擴廠 09/30 07:48
pushstut30樓對照台股是不是比較不會說實話? 09/30 07:49
更多標的
[標的] 6279胡連 投信大哥多
[標的] 元宇宙今年有望起飛?
[標的] 下一個有fu糗的產業?
[標的] 中華電(2412)是台股最適合當穩健存股嗎
[標的] 00878 國泰永續高股息
[標的] 5530 龍巖
[標的] 單車小折概念股有哪些?
[標的] 陽明股價是不是低於淨值了?