美光科技(MU)今日盘前股价大跌5.01%，引发了市场关注。
消息面上，此次股价波动与华尔街投行调整其评级有关。据报道，摩根士丹利(Morgan Stanley)分析师约瑟夫·摩尔(Joseph Moore)发布报告，将英伟达(NVDA)重新列为半导体板块的首选投资标的，取代了此前占据该位置的美光科技(MU)。分析师指出，这一调整反映了市场关于人工智能(AI)投资路径的讨论正在发生变化。尽管存储芯片行业景气度依然出色，但以当前估值来看，市场对存储芯片的偏爱可能过头了，现在应该重新关注英伟达。
摩根士丹利的这一举动被视为重要的投资风向标，可能影响了投资者对美光科技短期前景的看法，从而引发了资金流动和股价调整。不过，也有其他机构如瑞银维持对美光科技的“买入”评级并上调了目标价，显示市场观点存在分歧。
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