10月23日，美光科技盘中上涨3.35%，报885.21美元/股，成交额42.24亿美元。
消息面上，公司明确放弃4F² DRAM路线，转而聚焦3D DRAM下一代技术，市场继续交易其DRAM工艺领先与AI内存长期战略。
最新观点认为，美光无意转向更密集的4F²单元布局，因其微缩路径有限；同时公司第六代10nm级DRAM制程推进领先行业，第七代节点时间表亦支持其延续领先，相关机构维持看多评级与较高目标价。期权市场此前亦出现远月虚值看涨大单，反映部分资金偏多中长期表现。
（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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