摩根士丹利认为，市场大大低估本轮存储芯片短缺。在AI超级周期的驱动下，传统的周期性估值框架已不再适用，美光正处于盈利能力和估值倍数双重扩张的甜蜜点。 据追风交易台，2月11日，摩根士丹利分析师团队在研报中将美光的目标价从350美元直接“暴力”上调至450美元，维持“超配”评级。这背后的核心逻辑简单而粗暴——只要人工智能的需求维持强劲，市场此前担忧的所谓HBM4量产问题、中国存储芯片产能冲击以及资本...
Source Link摩根士丹利认为，市场大大低估本轮存储芯片短缺。在AI超级周期的驱动下，传统的周期性估值框架已不再适用，美光正处于盈利能力和估值倍数双重扩张的甜蜜点。 据追风交易台，2月11日，摩根士丹利分析师团队在研报中将美光的目标价从350美元直接“暴力”上调至450美元，维持“超配”评级。这背后的核心逻辑简单而粗暴——只要人工智能的需求维持强劲，市场此前担忧的所谓HBM4量产问题、中国存储芯片产能冲击以及资本...
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