异动解读 | 高管释放供应紧张信号叠加机构看好，美光科技盘中大涨5.11%

异动解读

Aug 12

美光科技（MU）今日盘中大涨5.11%，涨幅在存储芯片板块中表现突出，引发市场广泛关注。

消息面上，美光科技执行副总裁兼首席商务官苏米特·萨达纳在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，而行业产能扩张步伐难以跟上，存储芯片市场的供应紧张态势预计将延续至2027年之后。萨达纳指出，对客户而言"首要制约因素"在于DRAM本身，2027日历年的供需格局将比2026年更为吃紧，目前尚无法判断行业供给何时能与需求实现匹配。与此同时，存储芯片行业的长期供应协议（LTA）正在快速扩散，美光已与16家战略客户签约，多数客户合约期为五年，预计将收到约220亿美元的现金定金及相关财务承诺，充分体现了客户对长期稳定供应的迫切需求。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%，高带宽内存（HBM）供应仍受根本性限制，全球仅有三星、SK海力士和美光具备大规模量产能力。

此外，瑞银最新报告维持美光"买入"评级和1625美元目标价，认为DRAM尤其是HBM的供需紧张程度已超过此前预期；瑞穗亦重申"优于大盘"评级，指出近期股价低迷为投资者提供了进场机会，多重利好共同推动了美光科技今日的强势表现。

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