异动解读｜美光科技盘中上涨3.48%，New Street上调评级至买入叠加多机构集体加码

行情直击08-14 21:32

8月14日，美光科技盘中上涨3.48%，报965.94美元/股，成交额29.84亿美元，存储板块延续强势。

消息面上，New Street当日将美光科技评级从中性上调至买入，目标价由470美元大幅调升至1250美元。同日，摩根士丹利Q2持仓报告显示加码美光等AI硬件链标的，瑞银Q2将美光及其看涨期权列为前五大买入标的，摩根大通Q2亦将美光列为最大买入标的之首。此外，美光宣布推出2.5亿美元Micron Ventures Paradigm Fund，专注投资下一代人工智能，风投基金总承诺规模增至5.5亿美元。前一交易日闪迪因业绩指引大涨近14%带动板块共振，叠加机构密集唱多，存储板块持续走强。

（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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