智通财经APP获悉，周四，存储概念股继续走强，美光科技(MU.US)涨超7%续创历史新高，西部数据(WDC.US)涨超6%，希捷科技(STX.US)涨近4%。消息面上，摩根士丹利将美光的评级从“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。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。
此外，据央视财经报道，过去半年，全球存储芯片价格持续上涨。特别是最近一个月，涨价消息越发密集。根据摩根士丹利的最新研报预测，人工智能热潮下，存储芯片行业预计迎来一个“超级周期”。
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