异动解读｜美光科技盘前上涨3.07%，多家机构密集上调目标价看好AI存储超级周期

行情直击05-20 16:03

5月20日，美光科技盘前上涨3.07%，报720.78美元/股，成交额6497.7万美元。

消息面上，近日多家华尔街投行密集上调美光科技目标价。花旗将目标价从425美元大幅上调至840美元，预计DRAM价格将上涨40%以上，HBM价格明年将进一步走高，并预测其2027财年核心EPS将首次突破百元；汇丰将目标价从750美元上调至1100美元，维持买入评级；瑞穗亦对美光表达高度乐观，认为其在HBM市场的领先地位将直接受益于AI算力需求爆发。

此外，桥水基金一季度增持58.6万股美光科技，持仓占比从0.93%升至2.23%，索罗斯基金亦新建仓美光，机构资金持续向AI硬件端迁移，存储超级周期逻辑获主流资管认可。

（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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