周五， 美光科技 盘初涨逾8%，创历史新高，总市值首次突破4000亿美元。花旗认为存储芯片价格将在2026年出现“失控式上涨”。
消息面上，美光科技在纽约州奥农达加县举行了价值1000亿美元的存储器制造综合体破土动工仪式。这一项目不仅是纽约州史上最大规模的私人投资，更是美国半导体制造史上的里程碑，预计将大幅提升公司在高端存储领域的产能。
此外，美光科技董事Teyin Liu近期斥资780万美元购入2.32万股公司股票，这是自2022年以来首次内部人士增持，释放出管理层对业务发展的乐观信号。与此同时，花旗集团将美光移出观察名单并上调目标价至385美元，认为DRAM供需平衡将持续至2027年，进一步强化了市场看涨情绪。
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