$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$美光股价核心结论目标长期看HBM份额与行业周期，上限或至500美元+。目标：HBM TAM扩张，供需偏紧延续，盈利中枢上移，股价中枢350-400美元；若HBM份额超25%，目标价可上看400-450美元。

三星和SK海力士寻求将服务器DRAM价格最高上涨70%。全球半导体开年集体爆发，上周五1月2日至今，闪迪涨超47%，美光科技涨超20%，光刻机龙头阿斯麦涨超16%，台积电涨超7%。黄仁勋看好AI系统对存储需求后，再次提振市场情绪。【周四存储板块高位回落，其中存储芯片巨头闪迪跌超5%，大家觉得会迎来一波调整吗？后市你是否还看好？】

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