美光科技将于美东时间12月21日(周三)美股盘后公布其2023财年第一季度财务业绩。华尔街预计，美光科技Q1营收为41.2亿美元，上年同期为76.87亿美元；预计Non-GAAP摊薄后每股亏损0.12美元，上年同期为每股收益2.16美元。
美光科技本身就把标准设得有点低，11月，该公司公布了令人失望的2023财年商业前景。美光将NAND和DRAM内存芯片晶圆的生产计划与第四财季相比削减了20%，并表示预计还将削减全公司多个领域的支出。
高盛分析师Toshiya Hari表示，美光对生产计划的调整“突显出芯片市场的流动性，”以及围绕芯片晶圆减产“缺乏市场协调”。
Hari表示，“美光最近在投资者会议上表示，终端市场需求仍呈负面趋势，管理层预计2023年全年内存行业将疲弱。”Hari还预计美光的业务在一段时间内仍将承压。
本月早些时候，德意志银行分析师Sidney Ho将美光的股票评级从“买入”下调至“持有”，并称“投资者乐观认为美光的业务将很快触及周期性低谷，现在看来为时过早。”
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