BUZZ-SK 海力士发出内存芯片 "超级周期 "延长的信号后,美光上涨

路透中文
Oct 29, 2025
BUZZ-SK 海力士发出内存芯片 "超级周期 "延长的信号后,美光上涨

10月29日 - ** 内存芯片制造商美光科技MU.O股价盘前上涨3.2%至228.90美元

** SK Hynix 000660.KS周三表示,预计全球内存芯片市场将经历一个长期的 "超级周期" (link),而且随着人工智能应用需求的扩大,供应增长可能会受到限制。

** 除了SK海力士和三星005930.KS之外,美光是全球三大高带宽内存$(HBM)$ 芯片制造商之一。

** 46 位分析师对美光的平均评级为 "买入",预测市盈率中位数为 200 美元--数据由 LSEG 编制

** 截至上次收盘,MU今年的涨幅超过一倍

(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。)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10