近日，美国银行（Bank of America）宣布将美光科技（Micron Technology）的目标价从此前的350美元上调至400美元，维持‘买入’评级。这一调整主要基于对存储芯片市场强劲复苏预期、人工智能（AI）驱动的数据中心需求激增，以及美光在高带宽内存（HBM）领域的技术领先地位。美银分析师指出，随着全球AI基础设施建设加速，高性能存储芯片成为关键组件，而美光作为全球三大DRAM制造商之一，正积极扩大其HBM3和HBM3E产能，以满足英伟达等AI芯片巨头的配套需求。此外，行业供需关系改善、库存水平回归健康，也支撑了价格回升和利润率扩张。尽管面临地缘政治风险与市场竞争压力，但美银认为美光在技术迭代和客户合作方面具备显著优势。此次目标价上调反映出华尔街对美光未来几个季度营收增长和盈利能力的信心增强。若美光能持续兑现产能扩张和技术领先承诺，其股价有望进一步上行。
Recently, Bank of America raised its price target for Micron Technology from $350 to $400, maintaining a ‘Buy’ rating. This adjustment is primarily driven by strong expectations for a recovery in the memory chip market, surging demand for data center infrastructure fueled by artificial intelligence (AI), and Micron’s technological leadership in high-bandwidth memory (HBM).BofA analysts noted that as global AI infrastructure investment accelerates, high-performance memory chips have become critical components. As one of the world’s top three DRAM manufacturers, Micron is actively ramping up production of HBM3 and HBM3E to meet demand from AI chip leaders like NVIDIA. Additionally, improving industry supply-demand dynamics and normalized inventory levels are supporting price recovery and margin expansion.Despite geopolitical risks and competitive pressures, Bank of America believes Micron holds significant advantages in technology innovation and strategic customer partnerships. The upgraded price target reflects growing confidence on Wall Street in Micron’s near-term revenue growth and profitability. If Micron continues to deliver on its capacity expansion and technology roadmap, its share price could see further upside.
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