美股异动｜美光科技涨约5.4%创新高，机构预测Q4存储市场价格将迎来全面上涨

中金财经2025-09-18

美光科技(MU.US)涨约5.4%，最高触及168.62美元，创历史新高。　　消息面上，根据CFM闪存市场预测，随着AI服务器出货规模持续扩大，下半年服务器NAND市场备货需求升温，手机新品发布将催生新一轮换机需求，叠加存储晶圆原厂兼顾投入产出比的供应策略影响，四季度存储市场价格将迎来全面上涨。　　此外，Wedbush将美光科技的目标价从165美元上调至200美元，维持“跑赢大盘”...

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