美光科技（Micron Technology）周三盘后股价大涨5.02%，主要受益于分析师上调目标价以及行业利好消息。
具体来看，投资银行TD Cowen将美光科技的目标价从200美元大幅上调至275美元，显示出对公司前景的看好。与此同时，市场研究机构Counterpoint Research发布报告称，英伟达计划在其AI服务器中采用通常用于智能手机的LPDDR内存芯片，以降低能耗。这一转变预计将使英伟达成为与主要智能手机制造商同等规模的LPDDR客户，可能会导致服务器内存芯片价格到2026年底翻倍，从而利好美光科技等内存芯片制造商。
此外，闪存（Flash）价格也出现全面上涨。据CFM闪存市场最新报价，11月19日FlashWafer（闪存晶圆）价格全面上涨，最高涨幅达38.46%。这些积极因素共同推动了投资者对美光科技未来业绩的乐观预期，刺激股价在盘后交易中大幅攀升。
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