异动解读｜美光科技夜盘上涨3.16%，多家投行密集上调目标价至840-1100美元

行情直击09:51

5月21日，美光科技夜盘上涨3.16%，报747.15美元/股，成交额2.75亿美元。

消息面上，近日多家华尔街投行密集上调美光目标价：花旗将目标价从425美元大幅上调至840美元，核心逻辑为DRAM超级周期加速进入价格弹性释放阶段，预计美光将于二季度跟进三星上调DRAM价格约40%，2027财年核心EPS有望突破百元达104.56美元；汇丰将目标价上调至1100美元；Melius同步将目标价从700美元上调至1100美元，均维持买入评级。此外，桥水基金一季度增持58.6万股美光，持仓占比从0.93%升至2.23%。瑞穗亦基于AI基础设施需求外溢逻辑显著调高美光目标价，认为HBM供给紧张正挤占普通DRAM产能，推动存储行业进入罕见超级景气周期。

（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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