美股异动 | 美光科技(MU.US)涨逾5% 大摩预计存储产业链涨价周期或延续至2026年

Core Viewpoint - Micron Technology (MU.US) saw a price increase of over 5%, reaching $165.47, driven by rising NAND Flash prices from manufacturers like SanDisk and Micron since September, with some models increasing by over 10% [1] Industry Summary - NAND Flash price increases are igniting bullish expectations in the storage industry, with the current phase being identified as the early stage of a NAND upcycle [1] - Morgan Stanley projects that the price increase trend will continue until 2026, indicating a positive outlook for the NAND market [1] - Investors are advised to closely monitor the actual execution of cloud vendors' orders, manufacturers' earnings announcements, and news regarding capacity expansions [1]