美光科技（MU）今日盘前大涨5.04%，引发市场广泛关注。存储芯片板块整体走强，美光科技领涨板块。
消息面上，多重利好因素共同推动美光科技股价上行。首先，瑞银在最新报告中维持美光科技"买入"评级，目标价定为1625美元，较前收盘价仍有约85%的上行空间。瑞银指出，DRAM尤其是HBM的供需紧张程度已超出此前预期。与此同时，瑞穗也重申美光科技"优于大盘"评级，认为近期股价回调为投资者提供了良好的进场机会。
此外，美光科技执行副总裁兼首席商务官在KeyBanc资本市场年度科技领袖论坛上表示，由于人工智能浪潮持续推高需求，存储芯片市场的供应紧张态势预计将延续至2027年之后，且2027年的供需格局将比2026年更为吃紧。美光科技已与16家战略客户签署长期供应协议，预计将收到约220亿美元的现金定金及相关财务承诺，充分彰显了下游客户对存储芯片供应的迫切需求。Omdia亦将2026年全球半导体市场营收增长预测上调至同比增长94.1%，进一步印证了行业的强劲景气度。
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.