1342 ET——瑞银在一份报告中指出，围绕美光科技股价的核心争论，聚焦于存储器技术需求与价格所展现的动能，以及存储器短缺局面能持续多久，这两者之间的平衡博弈。迄今为止，种种迹象表明，存储器供需之间的错配状况料将在2027年进一步扩大。然而，分析师们认为，即便到周期尾声、即2028年下半年开始，公开市场存储器价格大幅下挫约80%，美光科技依然有望展现出强劲韧性。他们表示：“我们判断，周期性低谷时的年化每股收益，仍将高于美光科技下一季度可能给出的年化指引——这是一个极具说服力的信号，我们认为市场最终会对此给予回报。”美光科技股价目前下跌2.3%。
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