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美股异动|美光科技涨超5%,大摩预判存储产业链涨价周期或延续至明年

Core Viewpoint - Micron Technology (MU.US) shares rose over 5%, reaching $165.15, driven by price increases announced by NAND Flash manufacturers like SanDisk and Micron since September, with some models seeing price hikes exceeding 10%, igniting bullish expectations for the storage industry chain [1] Group 1 - NAND Flash price increases have been reported by multiple manufacturers, with some models experiencing over a 10% rise [1] - Morgan Stanley predicts that the price increase cycle may extend until 2026, creating a strong short-term catalyst effect [1]