美股异动 | 美光科技(MU.US)盘初涨超10% 触及逾14个月高位

智通财经
Sep 11
【美股异动 | 美光科技(MU.US)盘初涨超10% 触及逾14个月高位】智通财经APP获悉,周四,美光科技(MU.US)盘初涨超10%,触及逾14个月高位,报153.48美元。消息面上,甲骨文9月10日公布财报显示云业务增长及与OpenAI签署价值3000亿美元算力合同,带动AI概念股集体上涨,美光作为相关半导体股受益。美光科技主营内存和存储产品包括DRAM及NAND,花旗分析预测2026年AI需求激增将导致DRAM和NAND供不应求。花旗维持美光科技买入评级,并将目标价从140/150美元上调至175美元。

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