Daniela Hathorn表示，美光科技（Micron Technology）的财报确认，AI投资周期仍然稳固。
据 NS3 报道，Hathorn称，更强的半导体市场情绪显示，投资者仍愿意忽略短期波动；在利润前景支撑下，市场可接受较高估值。
分析师：美光财报确认AI投资周期稳固
2026-06-25 10:16:32
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