美光科技(MU.US)盘初涨超4%，报277.29美元刷新上市新高价。消息上，华泰证券维持美光科技(MU.US)“买入”评级，目标价360美元；FY26Q1营收利润超预期，AI驱动HBM及DRAM需求高增，毛利率显著提升。公司上调资本支出至200亿美元，HBM4良率爬坡加快，SOCAMM2先发优势明显。NAND受益于AI服务器SSD扩容。盈利预测大幅上调，切换至15.0x FY26E PE估值，目标价升至360美元。
美光科技(MU.US)盘初涨超4%，报277.29美元刷新上市新高价。消息上，华泰证券维持美光科技(MU.US)“买入”评级，目标价360美元；FY26Q1营收利润超预期，AI驱动HBM及DRAM需求高增，毛利率显著提升。公司上调资本支出至200亿美元，HBM4良率爬坡加快，SOCAMM2先发优势明显。NAND受益于AI服务器SSD扩容。盈利预测大幅上调，切换至15.0x FY26E PE估值，目标价升至360美元。
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