9月21日，美光科技盘中上涨3.1%，报1060.75美元/股，成交额48.35亿美元，股价续创新高。
消息面上，三季度DRAM及NAND合约价格环比涨幅达20%-30%，超大规模客户已签约接受明年一季度涨价。美银将2027-2028年DRAM均价预期上调8%-12%，NAND上调2%-3%，并将2030年全球内存TAM从1.8万亿美元上修至2万亿美元，预测2027-2030年DRAM+NAND销售额年复合增速达21%。英伟达CFO此前也指出"内存极端定价条件"，SK海力士预计供需平衡最早到2030年。美光高管则表示实质性新增产能需到2028年才能释放，供给端持续偏紧。公司将于9月30日公布财报，市场预期EPS达31.24美元，较上季度24.89美元大幅增长。
（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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