集体上调！美光科技目标价

芯报告02-14

由于HBM短缺，存储芯片价格上涨和产能不足推高了市场对2026年的预期，美光科技从中受益。与此同时，随着行业向下一代HBM过渡，这种利好因素能否持续也引发了质疑。摩根士丹利将目标价从350美元上调至450美元，并维持增持评级。预计2026年每股收益最高可达52美元。主要理由是DRAM价格上涨以及HBM供应面临显著限制。预计人工智能基础设施的蓬勃发展将在2026年提振HBM需求。瑞银也将目标价从...

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