8月12日，美光科技盘前上涨3.03%，报894.78美元/股，成交额1.02亿美元。
消息面上，瑞穗当日重申美光科技"优于大盘"评级，指出近期股价低迷为投资者提供了进场机会。此外，美光管理层近期在多个场合传递积极信号：公司展望"物理AI"十年机遇，指出一台人形机器人可能需要数百GB的DRAM和数TB的固态存储；公司已公布16项长期协议涉及220亿美元承诺，供应紧张格局或持续至2027年以后。当前美光远期市盈率仅约6倍，大规模新增产能要到2028年才投产，供需偏紧格局支撑中期盈利预期。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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