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美國5月扣除飛機非國防資本耐用品訂單月率 1.6%,預期0.6%,前值由-1.00%修正爲-0.7%。
2026-06-25
美國5月扣除飛機非國防資本耐用品訂單月率 1.6%,預期0.6%,前值由-1.00%修正爲-0.7%。
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2026-06-25
Micron says roughly 40% of revenue, once supply agreements are completed, will come from contracts signed at fixed prices or price caps near current levels; those contracts include price floors, which Micron says will push gross margins "well above" prior cycle peaks. Futurum's chief market strategist said this is strong evidence for a memory supercycle but cautioned he would not permanently value Micron solely on annualized gross-margin peaks, adding the correct read is not that cyclicality has
Micron says roughly 40% of revenue, once supply agreements are completed, will come from contracts signed at fixed prices or price caps near current levels; those contracts include price floors, which Micron says will push gross margins "well above" prior cycle peaks. Futurum's chief market strategist said this is strong evidence for a memory supercycle but cautioned he would not permanently value Micron solely on annualized gross-margin peaks, adding the correct read is not that cyclicality has disappeared but that normalized profitability may have risen materially and the next downturn could be more protected than investors previously expected.
2026-06-25
納斯達克100指數期貨在美國經濟數據公佈後漲至盤中高位。
納斯達克100指數期貨在美國經濟數據公佈後漲至盤中高位。
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