美光科技乘势而上,内存价格上涨和需求趋势向好推动股价攀升

投资观察
Oct 06, 2025

美光科技股价虽然一路飙升,但内存芯片价格同样在上涨,这可能推动该股继续走高。Morgan Stanley分析师在一份报告中表示,由于强劲需求以及供应担忧(特别是服务器和存储领域),DRAM和NAND等内存芯片呈现积极趋势。这应该会带来"连续多个季度的两位数价格上涨,从而显著提高盈利能力"。该股今年以来累计上涨129%,目前交易价格为192.90美元。Morgan Stanley将美光科技评级从同等权重上调至增持,并将目标价从160美元上调至220美元。

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