摩根士丹利发表研报指,随着存储芯片市场面临2018年式的供应短缺,将美光列为首选股,并将其目标价从220美元上调至华尔街最高的325美元,维持“增持”评级。该行承认整个板块的估值已经很高,但认为美光仍有上升空间。
摩根士丹利发表研报指,随着存储芯片市场面临2018年式的供应短缺,将美光列为首选股,并将其目标价从220美元上调至华尔街最高的325美元,维持“增持”评级。该行承认整个板块的估值已经很高,但认为美光仍有上升空间。
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