市场担心存储价格过快上涨削弱下游购买力。市场调整预期后，我们不排除股价有进一步上涨的潜力机会。维持“持有”评级，目标价上调至361 美元。从2026 年2 月2 日到3 月6 日，美光股价回撤约16%，主要源于地缘局势紧张引发投资人恐慌以及通胀因素。我们认为市场担心存储价格快速上涨或削弱短期下游需求，但同时在市场预期重新调整后，我们也不排除美光股价或有进一步上涨潜力。市场担心存储价格过快上涨削弱...
Source Link市场担心存储价格过快上涨削弱下游购买力。市场调整预期后，我们不排除股价有进一步上涨的潜力机会。维持“持有”评级，目标价上调至361 美元。从2026 年2 月2 日到3 月6 日，美光股价回撤约16%，主要源于地缘局势紧张引发投资人恐慌以及通胀因素。我们认为市场担心存储价格快速上涨或削弱短期下游需求，但同时在市场预期重新调整后，我们也不排除美光股价或有进一步上涨潜力。市场担心存储价格过快上涨削弱...
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