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1600？

异动解读｜美光科技盘中上涨5.74%，目标价上调叠加5亿美元锁定硅片供应彰显AI需求信心

7月14日，美光科技盘中上涨5.74%，报974.5美元/股，成交额55.55亿美元，此前一个交易日受SK海力士上市资金分流及获利回吐影响收跌4.5%后迎来强势反弹。消息面上，知名投行KeyBanc将美光科技目标价从1600美元上调至1750美元，核心逻辑在于人工智能对高带宽内存需求持续激增，市场大幅上调了对美光全周期的盈利预测。

异动解读｜美光科技盘中上涨5.74%，目标价上调叠加5亿美元锁定硅片供应彰显AI需求信心

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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