股票：美光财报提振韩国股市 – 三菱日联金融集团

股票：美光财报提振韩国股市 – 三菱日联金融集团

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三菱日联金融集团（MUFG）强调，作为关键 AI 存储供应商的美光科技强劲的盈利指引提振了 AI 和科技股的市场情绪。

三菱日联金融集团（MUFG）指出，作为关键 AI 存储供应商的美光科技强劲的盈利指引提振了 AI 和科技股的市场情绪。收入指引远超预期，新的战略协议支持韩国股市的强劲反弹，韩国综合股价指数（Kospi）几乎收复了早前的大部分抛售，不过外汇溢出效应迄今仍有限。

美光意外利好支持 AI 股市情绪

“另一项主要进展是美光科技发布了强劲的盈利更新。”

“这家美国最大的计算机存储芯片制造商宣布，财年第四季度收入将约为 500 亿美元，远高于分析师预估的 432 亿美元。”

“美光及其在存储领域的同行，如三星电子和 SK 海力士，已成为 AI 基础设施建设的主要受益者。”

“美光的强劲盈利更新帮助韩国股市在本周初大幅抛售后实现反弹，并将为更广泛的 AI/科技股投资者情绪提供提振。”

“韩国综合股价指数隔夜上涨约 6%，现已几乎完全扭转周二的过度抛售。”

（本文由人工智能工具协助生成，编辑审核。）

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