喊低了，少喊了一个0_老虎社区_美港股上老虎 - 老虎社区

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帅帅的爸爸
07-15

喊低了，少喊了一个0

异动解读 | AI需求激增叠加目标价上调，美光科技盘中大涨5.76%

美光科技（MU）今日盘中大涨5.76%，成为市场关注焦点。消息面上，人工智能对高端存储芯片，特别是高带宽内存（HBM）的需求持续激增，这直接带动市场大幅上调了对美光全周期的盈利预测，成为推动股价上涨的核心动力。此外，知名投行KeyBanc将美光科技的目标价从1600美元上调至1750美元，进一步增强了市场信心。公司层面的积极行动也为股价提供了支撑。美光科技宣布向环球晶圆提供5亿美元战略融资，并签订了为期十年的300毫米硅片供应协议，此举旨在锁定未来DRAM、NAND及高带宽存储器的关键原材料产能，反映了管理层对AI驱动的存储需求将持续强劲的坚定判断。

异动解读 | AI需求激增叠加目标价上调，美光科技盘中大涨5.76%

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