大行评级｜瑞穗：重申美光“优于大盘”评级，股价低迷提供进场机会

格隆汇08-12 09:14

瑞穗分析师Vijay Rakesh认为，美光科技目前的股价低迷反而是进场机会。本周在与美光高层会面后，他重申对美光“优于大盘”评级，并给予1375美元目标价。Rakesh在研究报告中写道，美光预期DRAM/NAND市场的供应紧张状况将持续至2027年，任何新增的实质供应最快要到2028年才会出现，而且供需失衡情况仍不会有重大改变。

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