异动解读 | 美光科技盘前大涨5.01%，投行唱多与存储芯片行业景气度飙升共同推动

异动解读

Jun 18

美光科技今日盘前股价大幅上涨5.01%，成为市场关注的焦点。

消息面上，多家华尔街投行近期密集上调了美光科技的目标价，成为推动股价上涨的直接动力。其中，投行Stifel将目标价从550美元大幅上调至1500美元，德意志银行也将目标价从1000美元上调至1500美元，并维持“买入”评级。这些机构普遍认为，受AI数据中心需求驱动，存储芯片的供需将持续紧张，公司盈利存在显著上修空间。

与此同时，存储芯片行业的整体景气度大幅提升，为股价提供了基本面支撑。金融公司Aletheia Capital在最新报告中大幅上调了DRAM和HBM内存的价格预期，预计2026年第三季度DRAM平均售价将上涨30%。摩根大通的最新报告也指出，全球半导体资本开支迎来全面上修，AI投资正从GPU向整个产业链扩散，存储行业成为扩产的核心方向，未来几年资本开支将显著增加。

此外，行业内的技术竞赛与市场格局变化也受到关注。SK海力士宣布已向核心客户交付新一代12层HBM4E芯片样品，标志着AI存储芯片性能的全面升级。同时，有报道称谷歌正在评估从中国存储厂商长鑫存储采购DRAM芯片，这可能预示着存储市场的垄断格局将出现松动，加剧了行业竞争，但也凸显了市场需求的旺盛。

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