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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-mu-fy26q3-earnings-hbm-ai-memory@catalyst-calendar.local
DTSTAMP:20260601T102607Z
DTSTART:20260624T203000Z
DTEND:20260624T213000Z
SUMMARY:Micron FY2026 Q3财报与HBM/AI内存供需展望
DESCRIPTION:Micron将于2026年6月24日举行FY2026 Q3业绩电话会。HBM、DDR5、数据中心SSD和AI服务器内存供需是AI硬件链核心变量，可能影响存储周期、HBM供应商、GPU客户与半导体ETF定价。\\nImpact score: 84\\nExpected: 重点验证HBM供给、定价、gross margin、FY2026 capex、AI服务器内存需求和客户认证进展。\\nAffected: MU(subject\, mixed\, score 92)\; SOXX(etf\, mixed\, score 72)\; SMH(etf\, mixed\, score 72)\; NVDA(customer\, mixed\, score 70)\; AMD(customer\, mixed\, score 64)\\nSources: Micron FY2026 Q3 earnings date: https://investors.micron.com/news-releases/news-release-details/micron-technology-report-fiscal-third-quarter-results-june-24\\nMicron Investor Relations: https://investors.micron.com/\\nMicron FY2026 Q2 results: https://micron.gcs-web.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2026\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-mu-fy26q3-earnings-hbm-ai-memory
CATEGORIES:earnings\,US\,Micron\,HBM\,DRAM\,AI服务器\,earnings\,AI server\,memory
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: Micron FY2026 Q3财报与HBM/AI内存供需展望
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DESCRIPTION:Complete post-event review: Micron FY2026 Q3财报与HBM/AI内存供需展望
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