9月17日，美光科技盘前上涨3.01%，报954.49美元/股，成交额4.55亿美元。此前该股连续两个交易日累计回调逾10%，本次盘前反弹主要受多重利好共振驱动。
消息面上，TD Cowen分析师Sankar给予美光科技1600美元目标价，基于对其2027年盈利预期的9倍市盈率，认为当前估值仍偏低，并预计公司可能批准200亿至250亿美元的股票回购计划。同日，美光印度萨南德工厂正式开启商业化生产，明年产能有望扩大至数亿颗芯片；此外，美光还展示了全球首款512GB DDR5 RDIMM内存模组，运行速度最高达9200 MT/s，功耗较同容量方案降低超60%，计划2027年量产。美光将于9月30日公布财报，市场预期EPS约31.17美元。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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