菲利普资本看好美光科技：DRAM短缺与HBM价格上涨带来利好

invest wallstreet02-03

美光科技公司 (NASDAQ:MU)正从严重的内存芯片短缺中受益，这一短缺推动DRAM价格升至2019年以来的最高水平。菲利普资本启动对该股的覆盖，给予"买入"评级。市场对美光科技的高带宽内存产品需求依然强劲，其HBM芯片与市场领导者SK海力士一样，已售罄至2026年。行业供应限制，加上对AI基础设施的持续投资，正推动DRAM价格全面上涨，预计在2026财年将大幅上升。美光科技的HBM3E产品已被...

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