美光科技（MU）今日盘中大涨5.58%，成为市场关注的焦点。
消息面上，多家华尔街投行在美光科技发布第三财季财报前夕，密集大幅上调了其目标价，为股价提供了强劲的上涨动力。其中，德意志银行将目标价从1000美元大幅上调至1500美元，花旗集团也将目标价从840美元上调至1200美元，TD Cowen、Aletheia Capital等机构也纷纷跟进上调目标价。
投行普遍认为，受人工智能（AI）工作负载驱动，DRAM等存储器的需求持续高增，且未来几年DRAM的位元需求增速将大幅超过供应增长，行业供需紧平衡的格局可能将延续至2028年。同时，存储芯片价格维持上行通道，美光科技的盈利仍有向上弹性。市场对即将发布的财报也抱有乐观预期，这些因素共同推动了公司股价在盘中时段的大幅走高。
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