美银证券发表报告称，美光再次交出强劲季度业绩，维持其对存储在AI中角色及供应端自律性的看法。
据Odaily星球日报报道，战略客户协议现已达16份，或适度限制短期定价上行空间；存储成本约占AI资本开支35%。
美银证券重申美光“买入”评级，将未来年度每股盈利预测上调4%至7%，并将目标价从1500美元上调至1550美元。
美银证券上调美光目标价至1550美元
2026-06-29 03:04:49
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