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美光营收增速与毛利率变化-行业数据

美光营收增速与毛利率变化
美光营收增速与毛利率变化
AI应用驱动下，数据中心业务已成为拉动存储厂商业绩增长的核心：• 美光FY25Q2数据中心营收再创历史新高。其中计算和联网业务FY25Q2营收同比+109%，占比50%+，主要增长驱动力来自
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美光营收增速与毛利率变化_第1页
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美光营收增速与毛利率变化_第2页
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美光营收增速与毛利率变化_第3页
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美光营收增速与毛利率变化_第4页
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美光营收增速与毛利率变化_第5页
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美光营收增速与毛利率变化_第6页
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美光营收增速与毛利率变化_第7页
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美光营收增速与毛利率变化_第8页
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美光营收增速与毛利率变化_第9页
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美光营收增速与毛利率变化_第10页
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美光营收增速与毛利率变化_第11页
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美光营收增速与毛利率变化_第12页
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美光营收增速与毛利率变化_第13页
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美光营收增速与毛利率变化_第14页
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美光营收增速与毛利率变化_第15页
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美光营收增速与毛利率变化_第16页
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美光营收增速与毛利率变化_第17页
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美光营收增速与毛利率变化_第18页
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美光营收增速与毛利率变化_第19页
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美光营收增速与毛利率变化_第20页
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所属报告： 存储行业专题研究报告：“供给出清+国产替代加速”国内存储厂商迎来历史性机遇-250521（47页）.pdf
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