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美国银行上调美光目标价至1500美元

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2026-06-23 18:23:10
美国银行将美光科技(Micron)目标价从950美元上调至1500美元,并维持“买入”评级。 据 BeInCrypto 报道,该行将2030年芯片市场规模预测从2.3万亿美元上调至2.7万亿美元,认为内存与数据中心需求将带动周期扩张;期权市场隐含财报后股价或双向波动约17.6%,单日美光期权成交额超40亿美元,且6月18日至今看跌/看涨比由1.17降至0.93。
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