$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$

$MU 与 $QCOM 签署长期供应协议，为 AI 赋能的车辆平台提供内存和存储。

该协议支持信息娱乐、ADAS 和连接性，同时为 Qualcomm 提供更大的供应和定价可见性。

美光今日涨4.92%冲向$1000关口，刚脱离技术性熊市便获资金回补。AI云厂商CoreWeave开始对冲内存芯片涨价风险，印证DRAM/HBM需求紧张；市场正激辩美光与SK海力士谁是更优AI内存标的。若存储涨价周期确立，美光能否收复前高？

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