评级与目标价调整 - 摩根士丹利分析师Joseph Moore将美光科技股票评级从“中性”上调至“增持” [1] - 目标价从160美元大幅上调至220美元 [1] 股价表现与市场反应 - 报告发布后，美光科技股价在今日午后交易中上涨超过3%至195.11美元 [2] - 盘中创下201美元的历史新高 [2] - 在公司9月23日发布超预期的季度财报后，至少有18位分析师上调了其目标价 [3] 行业基本面与驱动因素 - 预计美光科技将受益于多个季度的内存芯片价格两位数上涨 [1][2] - DRAM和NAND内存芯片需求持续走强，买家对直至2026年的供应可用性表示担忧 [4] - 强劲的服务器和存储需求是主要驱动因素 [4] - 人工智能被视为提升公司潜在盈利峰值的主要驱动力 [4] 公司估值与盈利前景 - 分析师基于穿越周期的指标对公司进行估值，并因人工智能的潜力而提高了估值倍数和每股收益预期 [4] - 持续的价格上涨预计将带来显著更高的盈利潜力 [2]

AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry. AMD has agreed to supply 6 gigawatts of compute capacity to OpenAI — enough to power up to 4.5 million homes — across multiple generations of its Instinct GPUs, starting with the Instinct MI450 GPU. OpenAI will receive the first gigawatt of capacity in the second half of 2026, when the new chip is scheduled for deployment.  AMD claim ...

Micron is benefiting from booming demand for AI infrastructure.Even before Micron's (MU 2.28%) earnings report on Sept. 23, shares of the memory chip manufacturer had already logged an impressive month-to-date gain. Strong results and guidance ultimately led the stock even higher to close out September. Micron stock gained 40.6% last month, according to data provided by S&P Global Market Intelligence, largely thanks to booming demand for artificial intelligence data centers. Scrambling for AI computing capa ...

Key Points Citi analyst Christopher Danely raised his price target on Micron stock to $175 today. Citi recommends buying Micron on growing demand for NAND and DRAM memory chips. 10 stocks we like better than Micron Technology › It's two weeks until Micron (NASDAQ: MU) stock reports its earnings for fiscal Q4 2025, but Citigroup isn't waiting around for the numbers to upgrade this stock. This morning, Citi analyst Christopher Danely raised his price target on the memory maker to $175 a share, and re ...