1. 标的:MU
2. 分类:讨论
3. 分析/正文:
美光第一季度业绩指引大幅低于预期,计划削减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(纳斯达克:MU)股价在盘后下跌近2%,这家爱达荷州的制造商提供的第
一季度业绩指引远低于华尔街预期。
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,预计营收将在40亿美元至45亿美元之间,每股收益在亏损6美
分至收益14美分之间。分析师此前预计美光(Micron))创造60.2亿美元的销售额和每股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.
美光还表示,与去年相比,明年将削减高达50%的芯片制造设备支出。
"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.
美光科技总裁和首席执行官桑贾伊·梅赫罗特拉在一份声明中表示:“我们在DRAM
和与NAND领域的技术和制造领先地位、深厚的客户关系、多样化的产品组合和强
劲的资产负债表,使美光在近期疲软的供需环境中站稳了脚跟。”
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补充说,美光(MU)预计将走出下行周期,“能够很好地利用对内存和存储的长期
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日的财年中,营收为66.4亿美元,每股收益为1.45美元。毛利率为
40.3%,略高于39.7%的预期。
Analysts were expecting a quarterly gain of $1.37 per share on $6.78B in
revenue.
分析师此前预计,该公司季度营收为67.8亿美元,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)将于下午4:30主持电话会议。美国东部时间讨论结果。
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.
上个月,投资公司摩根大通表示,包括美光(Micron)在内的制造商开始变得更具
吸引力,尽管该行业的悲观情绪正在上升。
4. 进退场机制:(非长期投资者,必须有停损机制。讨论、心得类免填)