全球芯片巨头暴涨50%

芯财富
Oct 09

美光科技年内涨幅已超50%。这一趋势是市场对AI热潮下HBM需求的强烈信心。摩根士丹利将美光评级从“中性”上调至“增持”。分析师指出,当前市场对美光的信心处于高位,仍具备更多上行潜力。作为标准普尔500指数中少数几只表现顶尖的企业之一,美光科技凭借生产AI数据中心所需的存储产品,充分受益于AI产业发展的市场红利。美光的合作伙伴涵盖英伟达、AMD等先进AI芯片制造商,得益于数据中心业务的持续增长,...

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