华尔街也惊讶！美光(MU.US)定价强到离谱，Wedbush直接将目标价上调至500美元

智通财经03-13

智通财经APP获悉，Wedbush Securities发表研报，重申美光科技(MU.US)“跑赢大盘”评级，并将目标价从320美元上调至500美元，理由是其定价表现强于预期。分析师Matt Bryson在给客户的报告中写道：“第一季度的定价似乎已远远超出美光此前设定的预期。”他补充称，美光第二财季指引显示，其产品平均销售价格(ASP)预计将上涨约30%。Bryson还指出，今年1月，DRAM与...

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Micron (MU.US) Pricing Is Absurdly Strong, Wedbush Raises Price Target To $500 Straight Up","themeId":"7d90571295dfead85ce8f5b01ceae295","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0083e86a67eb28acafe0fb262c11c979","symbols_score_info":{"MUD":0.6,"MULL":0.6,"MU":1.98},"content_text":"智通财经APP获悉，Wedbush Securities发表研报，重申美光科技(MU.US)“跑赢大盘”评级，并将目标价从320美元上调至500美元，理由是其定价表现强于预期。分析师Matt Bryson在给客户的报告中写道：“第一季度的定价似乎已远远超出美光此前设定的预期。”他补充称，美光第二财季指引显示，其产品平均销售价格(ASP)预计将上涨约30%。Bryson还指出，今年1月，DRAM与NAND闪存的合约定价似乎已反映出2026年第一季度将有50%甚至更高的涨幅，但最新迹象表明，部分合约价格甚至出现了三位数的增长。“而且，第二季度前景也比我们此前预期更为乐观。我们原本预计NAND与DRAM价格涨幅在30%-50%区间(尽管第二季度的具体走势在一定程度上取决于第一季度最终的价格水平)。”此外，春节过后存储芯片行业景气度并未降温，Bryson表示：“相反，我们看到需求持续回升，供应格局反而更加紧张。”“总而言之，随着各项数据走高，且美光股价仍低于我们认为的典型盈利峰值估值水平，我们没有理由改变对该股(乃至整个存储芯片行业)的积极看法。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2619190775","isCrawlerRequest":true}