8月17日，美光科技盘中上涨3.48%，报1010.04美元/股，成交额34.9亿美元，存储板块整体走强。
消息面上，New Street将美光科技评级由中性上调至买入，目标价从470美元大幅调升至1250美元。与此同时，摩根大通、瑞银、摩根士丹利Q2持仓报告均显示大幅加码美光，摩根大通将其列为最大买入标的之首，瑞银将美光及其看涨期权列为前五大买入标的。AI聚焦对冲基金Situational Awareness亦于Q2增持美光至约483万股。此外，闪迪此前业绩指引超预期带动存储板块连续走强，SK海力士涨3.81%、迈威尔科技涨5.38%，板块共振效应持续。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.