Daily Tech Briefing
AI 科技速览

每天 5 分钟内学习 AI。获取最新的人工智能新闻,理解其重要性,并学习如何将其应用于您的工作。

AI 快讯
CNBC AI · 2026/8/3 08:19:32
This Japanese memory maker fell 40% in July — analysts see a buying opportunity

This Japanese memory maker fell 40% in July — analysts see a buying opportunity

AI 中文解读
AI大脑的“记忆细胞”打折了!日本半导体巨头铠侠股价7月暴跌40%,但这可能不是坏事,而是“上车”机会。分析师们看到,这家公司4到6月利润同比暴涨28倍,从449亿日元飙到1.27万亿日元,营收翻了5倍多。股价今年已涨超370%,短期回调主要是被“误伤”。 为什么跌这么狠?不是因为公司不行,而是市场担心AI投资过热、竞争对手扩产压低价格,还有大基金抛售等短期因素。通俗说,就像一部热门手机因市场恐慌被“甩卖”,但产品本身性能强劲。分析师指出,随着AI数据中心对存储芯片需求火爆,加上日元贬值助攻,铠侠的长期前景依然坚挺,估值也很诱人。 对普通人来说,这则新闻其实和你的数字生活息息相关。AI存储芯片是各种大模型、云服务的“记忆仓库”,比如你用的AI助手要记住上下文、云端存照片视频,都靠它。铠侠业绩强劲说明AI算力基础设施扩张远未停歇,未来智能应用会更快更流畅。当然,存储芯片的涨跌也可能影响你买手机、电脑的价格,但当前技术浪潮的正面效应似乎更值得期待。
Skip NavigationMarketsPre-MarketsU.S. MarketsCurrenciesPrediction MarketsCryptocurrencyFutures & CommoditiesBondsFunds & ETFsBusinessEconomyFinanceHealth & ScienceMediaReal EstateEnergyClimateTransportationInvestigationsIndustrialsRetailWealthSportsLifeSmall BusinessInvestingPersonal FinanceFintechFinancial AdvisorsOptions ActionETF StreetBuffett ArchiveEarningsTrader TalkTechCybersecurityAIEnterpriseInternetMediaMobileSocial MediaCNBC Disruptor 50Tech GuidePolitics & PolicyWhite HousePolicyDefenseCongressExpanding OpportunityVideoLatest VideoFull EpisodesLivestreamLive AudioLive TV ScheduleCNBC PodcastsCEO InterviewsCNBC DocumentariesDigital OriginalsWatchlistInvesting ClubTrust PortfolioAnalysisTrade AlertsMeeting VideosHomestretchJim's ColumnsEducationSubscribePROPro NewsJosh BrownMike SantoliCalls of the DayMy PortfolioLivestreamFull EpisodesStock ScreenerMarket ForecastOptions InvestingChart InvestingSubscribeLivestreamMenuMake ItselectUSAINTLLivestreamSearch quotes, news & videosLivestreamWatchlistSIGN INCreate free accountMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuThis Japanese memory maker fell 40% in July — analysts see a buying opportunityPublished Mon, Aug 3 20264:19 AM EDTJustina Lee@in/justina-lee-2742aa59WATCH LIVEKioxia 's shares are still on a growth trajectory, even after a 40% decline in the past month, thanks to its steady earnings growth, higher demand for its chips amid the AI boom. Shares of the Japanese semiconductor maker closed 5.6% higher on Monday after the company posted quarterly earnings late Friday. The stock is up over 370% year-to-date. 285A.T-JP YTD mountain Kioxia Kioxia's operating profit in the April-June quarter surged to 1.27 trillion yen ($8.11 billion), up from 44.9 billion yen a year earlier, while revenue gained more than fivefold from a year earlier to 1.77 trillion yen. An increase in bit shipments — which refers to memory capacity — a weaker yen, and strong demand from AI-focused data centers helped to support its earnings, the company said. Analysts are optimistic about the company's outlook, even after a recent tech rout in U.S. and Asian markets weighed on the stock. Investors were concerned about the sustainability of AI spending in the sector and whether capacity additions by competitors, like TSMC or SK Hynix, would lead to weaker memory prices. Technical selling by Korean leveraged exchange-traded funds (ETFs) also weighed on sentiment toward Japanese tech-related stocks like Kioxia. "We understand now that forced selling by a large hedge fund in Memory stocks contributed significantly to the volatility of these companies' share prices in July, " Richard Kaye, portfolio manager for Japanese Equities at Comgest, told CNBC. "That negative factor seems to have been lifted," Kaye said, adding that Kioxia's quarterly and multiyear outlook, and valuation, "remain compelling." The recent selloff also appears overdone, said Jing Jie Yu, Morningstar's equity analyst. "Near-term fundamentals remain strong to us despite the softer headline print from Korean memory leaders," Yu added. Despite the headwinds, Kioxia's competitive advantages over its peers have helped to support its share price. "NAND supply-demand remain extremely tight, Kioxia has capacity booked out two years, and Kioxia retains manufacturing and product advantages which will support its average price in addition to the preexisting tightness in the market," Kaye said. The company's planned share buyback of up to 800 billion yen is "positive," Nomura said in a report, adding that the company "decided to carry out a share buyback in view of the current share price, and that this would have no impact on dividends going forward." The company's expectations of growth in both bit shipment volumes and prices also provided reassurance to investors, "given the decline in stock market expectations for price rises over the last month," Nomura said.More In Pro AnalysisThis week's earni
分享
阅读原文