美光财报在即,股价大涨背后能否持续靠“高毛利+AI需求”支撑?

金十数据
24 Jun

瑞穗证券分析师乔丹·克莱因(Jordan Klein)本月早些时候指出,投资者对美光科技(MU.O)及其他内存芯片与硬盘制造商“超级看多”。其主要原因是美光近期关于动态随机存取内存(DRAM)价格的多项更新“都极为积极”。作为DRAM领域的领先厂商,美光也正受益于高带宽内存(HBM)芯片需求激增——这种特种DRAM广泛应用于AI训练和推理中。随着英伟达(NVDA.O)加快推出其新一代...

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