内存市场的短缺持续推高DRAM定价,摩根士丹利认为这将驱动美光科技(MU.O)的盈利能力走强。摩根士丹利在周三将美光的目标股价上调至325美元。受人工智能需求推动,美光科技的股价年内已飙升180%,成为标普500指数中表现最佳的成分股之一。但就在此时,摩根士丹利分析师对其未来潜力给予了强力背书。摩根士丹利团队在周四将美光股票列为首选,预期这家内存芯片制造商将继续受益于全行业的供应短缺,这将继续推高...
Source Link内存市场的短缺持续推高DRAM定价,摩根士丹利认为这将驱动美光科技(MU.O)的盈利能力走强。摩根士丹利在周三将美光的目标股价上调至325美元。受人工智能需求推动,美光科技的股价年内已飙升180%,成为标普500指数中表现最佳的成分股之一。但就在此时,摩根士丹利分析师对其未来潜力给予了强力背书。摩根士丹利团队在周四将美光股票列为首选,预期这家内存芯片制造商将继续受益于全行业的供应短缺,这将继续推高...
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