异动解读|美光科技盘中下跌3.14%,财报前夕多空博弈加剧叠加宏观压力

行情直击
Sep 28

9月28日,美光科技盘中下跌3.14%,报1048.54美元/股,成交额50.74亿美元。公司将于9月30日盘后发布第四财季财报,市场进入财报前博弈窗口。

消息面上,当日美股三大期指齐跌,纳指期货跌0.83%,WTI原油涨超3.5%推升通胀预期,科技股整体承压。机构层面多空分歧明显:贝尔德将目标价从1280美元上调至1520美元,摩根大通维持1540美元目标价及增持评级;但此前富国银行将目标价从1525美元下调至1400美元,知名投资人迈克尔·伯里亦加码做空美光。此外,美国ITC已就Netlist专利侵权指控对美光启动337调查,若认定侵权,相关产品或面临进口禁令,构成潜在风险。

(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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