大行评级丨DA Davidson：大幅上调美光目标价至3000美元，看好未来3至5年潜力

格隆汇09:12

DA Davidson资深分析师Gil Luria表示，美光未来3到5年都处于成长轨道，这正是市场目前还没有充分认知到的。他预期，记忆体需求在2027年与2028年都将超过供给。AI实际上已经把记忆体从高度周期性的商品，转变为AI基础设施中任务关键的元件。分析师将美光目标价从2100美元大幅上调至3000美元，并重申“买入”评级。

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