美国存储芯片巨头美光科技（Micron Technology）周四盘中大跌5.04%，引发市场关注。这一跌幅出现在整个半导体板块普遍走低的背景下。
据报道，当日芯片股普遍下跌，英伟达、AMD、英特尔和ARM等龙头企业盘初跌幅均超过3%。美光科技作为存储芯片行业的领军企业，未能幸免于这波调整。
值得注意的是，这次下跌发生在美光科技近期股价强劲上涨之后。摩根士丹利分析师刚刚将美光科技列为首选股，并上调目标价至325美元，较当前股价仍有33%上涨空间。分析师认为，存储芯片市场正面临类似2018年的供应短缺，预期美光科技的盈利将持续上调。
然而，尽管有积极的分析报告支撑，投资者似乎对当前高估值产生了担忧。摩根士丹利的分析师也承认，整个芯片板块的估值已经很高，这可能引发了一些投资者的获利回吐。
此外，美光科技最近宣布将在韩国进行大规模招聘，以加强其在高带宽存储器（HBM）市场的竞争力。这一举措虽然长期看有利于公司发展，但短期内可能会增加成本压力，也可能是引发投资者谨慎情绪的因素之一。
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