智通财经APP获悉，摩根士丹利将美光(MU.US)的评级从“持股观望”上调至“增持”，同时将其目标价从160美元大幅上调至220美元。此次评级调整的背景是，核心DRAM产品的价格上涨势头持续超出市场预期。
据摩根士丹利最新的DRAM与NAND渠道调研显示，由于服务器和存储解决方案需求强劲，买家对2026年全年产品供应表示担忧，预计供应将在未来几个季度保持紧张。
该行指出，包括DDR5服务器解决方案在内的服务器内存产品，预计在2024年第四季度和2025年第一季度均将出现两位数的价格上涨，这意味着当前的市场预测可能偏保守。
尽管美光科技近期表现良好，摩根士丹利仍认为其股价存在进一步上行空间。
美光科技是一家领先的半导体技术公司，以创新的内存和存储解决方案著称，提供包括高性能DRAM、NAND和NOR在内的多种内存及存储产品。
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