10月23日，美光科技盘前上涨3.05%，报882.68美元/股，成交额1.07亿美元。
消息面上，市场继续交易公司DRAM技术路线与AI内存长期战略。机构最新指出，美光无意转向4F² DRAM布局，认为其第六代10nm级DRAM制程推进领先行业，并维持1400美元目标价；另有观点称，公司面向AI系统的内存方案将强化竞争地位。
资金面亦释放偏多信号，此前期权市场出现约2704.64万美元远月1030/1070同向双买CALL，并叠加380万美元扫货1150虚值CALL，显示部分资金押注其中长期上行空间与波动放大。
（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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