异动解读|MUU2倍做多MU ETF盘前上涨8.16%,多家投行大幅上调美光目标价叠加三星罢工预期

行情直击
May 20

5月20日,MUU 2倍做多MU ETF盘前上涨8.16%,报503.01美元/股,成交额2079.64万美元。

消息面上,多家投行集中上调美光科技目标价:花旗将目标价从425美元大幅上调至840美元,预计DRAM均价将同比飙升200%;汇丰将目标价从750美元上调至1100美元;Melius同步上调至1100美元,均维持买入评级。花旗预测美光2027财年核心EPS将首次突破百元达104.56美元,认为DRAM景气周期将持续至2027年。

此外,三星电子超4.3万名工人罢工在即,半导体产线已提前启动减产,全球存储芯片供应进一步趋紧,现货市场DDR4价格已上涨约20%,供需缺口持续扩大利好美光。

(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。)

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10