【美光(MU.US)季报前瞻：AI业务加速+存储需求复苏，大摩给出三大看涨逻辑】智通财经APP获悉，美光科技将于6月25日公布第三财季业绩，大摩近日发布研报进行前瞻，鉴于美光股价已大幅上涨，该行给予其“中性”评级，但鉴于该行看到人工智能支出显著加速且美光参与度不断提升，短期仍持乐观态度。该行对第四财季盈利预期仍比市场共识高出20%。该行同时强调对SanDisk(SNDK.US)的“增持”评级。
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