美股异动|美光科技盘前涨超1.6%势创新高,传存储产品价格或大幅调涨30%

格隆汇
Sep 16

美光科技(MU.US)盘前涨超1.6%,报160.38美元,开盘后股价势创新高。 有消息称,美光科技已暂停NAND闪存和DRAM报价一周,业界预测美光或对渠道存储产品大幅度调涨20%-30%。此前NAND原厂Sandisk已宣布向所有渠道和消费者客户的产品价格调涨超10%。 另外,近期多家大行在业绩发布前上调对美光的目标价。其中,瑞穗将美光科技的目标价从155美元上调至182美元,维持“跑赢大盘”评级。该行指,美光对HBM的积极展望以及在DRAM-NAND市场的积极表现,是其上调目标价的关键因素。(格隆汇)

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