11月7日周五，美光科技（MU）股价在盘中大跌5.01%，收于230.80美元。尽管市场普遍看好存储芯片行业的前景，但美光科技似乎未能充分受益于这一趋势。
近期多项报告显示，人工智能（AI）正推动存储芯片需求激增。然而，美光科技在此轮上涨中表现不及预期。分析师指出，虽然高带宽内存（HBM）等高端产品需求旺盛，但美光在这一领域的市场份额相对较小，未能充分把握增长机遇。
值得注意的是，尽管富国银行在当天将美光科技的目标价从220美元上调至300美元，但这一利好消息似乎未能提振投资者信心。盘前交易中，美光科技股价就已下跌超过1%，显示市场情绪谨慎。
业内人士认为，美光科技股价下跌可能反映了投资者对公司在AI驱动的存储芯片市场中竞争力的担忧。与三星电子和SK海力士等竞争对手相比，美光在高端存储产品方面可能存在一定差距。此外，近期全球经济不确定性增加，也可能影响了投资者对科技股的态度。
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