周一盘前，美光科技(MU)股价大涨5.11%，延续了今年以来的强劲涨势。此次上涨主要受益于华尔街知名投行摩根士丹利的积极评级调整。
摩根士丹利分析师将美光科技的评级从"持股观望"上调至"增持"，同时大幅提高目标价，从160美元上调至220美元。分析师表示，预计未来几个季度存储芯片价格将出现两位数的上涨，这可能推动美光的盈利大幅增长。此外，分析师认为美光在高带宽内存（HBM）等高端产品方面的技术进展也将支撑其市场地位。
值得注意的是，美光科技股价今年以来已经上涨了123%，成为标准普尔500指数中表现最佳的股票之一。这一强劲表现背后是整个存储芯片行业的景气度持续提升。人工智能技术的快速发展正推动数据中心对高性能存储芯片的需求激增，导致DRAM和NAND闪存等产品供应趋紧、价格上涨。业内人士普遍认为，存储芯片行业正迎来由AI驱动的"超级周期"。
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.