瑞银：美光科技未来几年有望一帆风顺

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【瑞银：美光科技未来几年有望一帆风顺】瑞银分析师在一份研究报告中表示，美光科技在整个行业的大部分领域都签订了长期协议。他们补充说，随着AI给存储芯片市场带来的结构性变化的更多细节浮出水面，该公司有望继续赢得业务。瑞银分析师表示，美光科技对已承诺的消费者需求的可见度有所提高，这支持了未来几年更平稳的盈利/收入状况，促使他们再次上调对2027年到2029年底的预期。在同一时期，他们预计每股收益将轻松...

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