分析师预测美光Q4营收20亿美元 HBM与DDR5将拉动业绩

智通财经
Sep 28
【分析师预测美光Q4营收20亿美元 HBM与DDR5将拉动业绩】在2026财年Q4财报前夕,BMO资本分析师Harsh Kumar重申美光“买入”评级,目标价1300美元。该分析师看多美光,他认为:存储行业正处于超级周期,至少到2027自然年,需求都将持续超过供给。 Kumar将美光2026财年第四季度营收预测上调20亿美元。同时上调2027财年全年营收与每股收益预期:营收由2490亿美元上调至2680亿美元,每股收益由151.91美元上调至168.62美元。Kumar预计,2027年下半年之前,行业不会出现大规模新增存储芯片供给。 与此同时,Kumar认为HBM与DDR5将拉动2026财年Q4业绩;BMO渠道调研显示,服务器DDR5涨价带来的业绩惊喜空间更大。分析师指出,HBM3e、HBM4价格大概率环比上行,而消费端内存需求偏弱。

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