BUZZ-摩根士丹利押注内存芯片热潮,美光股价大涨

路透中文
Oct 06
BUZZ-<a href="https://laohu8.com/S/MS">摩根士丹利</a>押注内存芯片热潮,美光股价大涨

10月6日 - ** 美光科技MU.O股价在盘前交易中上涨3.5%至194.17美元

** 摩根士丹利将美光科技股票评级从 "等权重 "上调至 "增持"。

*() * 美光科技股价在盘前交易中上涨3.5%至194.17美元。

** 券商将预测价格从160美元上调至220美元,称多个季度两位数的价格上涨可能推动盈利大幅上升,并解决HBM3e采用方面的遗留问题。

** 尽管美光的出货量落后于 SK Hynix 000660.KS,但 MS 认为美光在 2026 年仍能保持 HBM 的份额,并预计 DDR5 的定价优势将抵消对利润率的担忧。

** 美光股价今年以来已飙升123%,是今年标准普尔500指数.SPX中表现最好的股票之一。

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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