异动解读｜美光科技盘中上涨3.24%，华尔街密集上调目标价延续强势

行情直击06-02 22:38

6月2日，美光科技盘中上涨3.24%，报1029.69美元/股，成交额179.84亿美元，股价正式站上千元关口。

消息面上，Raymond James将美光目标价从530美元大幅上调至1100美元，维持跑赢大盘评级，核心逻辑为AI驱动的强劲内存需求及供应持续紧张。此前瑞银给出华尔街最高目标价1625美元，Susquehanna上调至1750美元，瑞穗上调至1150美元，分析师密集看多形成合力。美光已售罄全部HBM4供应，长期协议锁定盈利可见性，市场正从周期股估值逻辑向成长股估值切换。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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