美光科技在花旗因财报超预期而提高其目标股价后，仍是市场关注焦点，尽管该公司股价在周五尾盘大跌5.7%。
花旗将美光的目标股价从430美元上调至510美元，并维持“买入”评级。此举是基于内存成本和利润率均高于预期。人工智能相关的DRAM和高带宽内存需求提振了美光的业绩表现。
尽管季度业绩良好，但股价出现下跌。分析师认为，这是由于投资者在前期强劲上涨后获利了结，并担忧未来的资本支出。花旗指出，资本支出正在上升，当前约81%的利润率可能尚未达到峰值。
当前的核心问题在于可持续性。部分投资者认为，美光将再次受益于DRAM价格和供应的紧张局面。而在今年大幅上涨之后，也有观点预计价格将出现回落。
花旗认为，支出增加可能在短期内利好半导体设备企业。该机构仍看好美光的长远前景。
投资者将关注未来几个季度的表现，以判断由人工智能驱动的价格和需求能否维持盈利增长。
责任编辑：张俊 SF065
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