【多家机构集体上调美光目标价 AI存储需求前景获持续看好】美光科技公布业绩后,25-26日,华尔街机构密集上调目标价。截至6月26日,已有至少14家机构调高美光目标价,最新目标价区间为1200美元至2000美元,平均约1574美元。其中,D.A. Davidson、Susquehanna给予2000美元目标价。机构普遍认为,AI带动HBM和DRAM需求持续增长,存储行业供需紧张格局有望延续,美光未来盈利仍具上行空间。
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