光这次财报和指引,把"内存周期"的叙事直接推到了一个更激进的区间:收入、毛利率、现金流同时抬升,市场原本用来估值的那套盈利中枢被迫上移。巴克莱把2027年每股收益预测拉到三位数,目标价从450美元上调到675美元,维持Overweight评级;按3月18日收盘价461.73美元计算,对应约46%的上行空间。 巴克莱分析师Tom O'Malley在最新报告中直说,公司给出的收入指引"比华尔街预期高出...
Source Link光这次财报和指引,把"内存周期"的叙事直接推到了一个更激进的区间:收入、毛利率、现金流同时抬升,市场原本用来估值的那套盈利中枢被迫上移。巴克莱把2027年每股收益预测拉到三位数,目标价从450美元上调到675美元,维持Overweight评级;按3月18日收盘价461.73美元计算,对应约46%的上行空间。 巴克莱分析师Tom O'Malley在最新报告中直说,公司给出的收入指引"比华尔街预期高出...
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