大行评级丨花旗:上调美光目标价至1300美元,维持“买入”评级

格隆汇
Sep 23
花旗发表报告,将美光科技的目标价从1150美元上调至1300美元,维持“买入”评级。该行预期,由于人工智能带动的存储器需求强劲,DRAM及NAND市场将持续供不应求,并维持DRAM及NAND价格将在未来四个季度放缓、并可能在2027年第二季见顶的观点。该行又指,虽然消费者NAND需求因PC及手机客户供应有限而转弱,但持续学习及AI推理需求将支撑企业级SSD(eSSD)需求,抵销消费者NAND的弱势。该行上调近期的NAND及DRAM定价假设,预期8月及11月季度混合DRAM平均售价分别按季升20%及13%,混合NAND平均售价分别按季升34%及15%。

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