8月17日，美光科技夜盘上涨3.13%，报1002.42美元/股，成交额4.02亿美元，存储板块整体拉升。
消息面上，New Street将美光科技评级由中性上调至买入，目标价从470美元大幅调升至1250美元。与此同时，摩根大通、瑞银、摩根士丹利Q2持仓报告均显示大幅加码美光，摩根大通更将其列为最大买入标的之首。此外，美光宣布推出2.5亿美元Micron Ventures Paradigm Fund专注下一代AI投资，风投基金总承诺规模增至5.5亿美元。叠加闪迪此前业绩指引超预期带动存储板块连续走强，板块共振效应持续。
（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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