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) shares rose over 5% to $165.47, driven by price increases in NAND Flash products announced by manufacturers like SanDisk and Micron since September, with some models seeing price hikes exceeding 10% [1] Industry Summary - NAND Flash price increases are igniting bullish expectations in the storage industry, with the current phase identified as the early stage of a NAND upcycle [1] - Morgan Stanley projects that the price increase trend is expected to continue until 2026, indicating a positive outlook for the NAND market [1] - Investors are advised to closely monitor the actual execution of cloud providers' orders, manufacturers' earnings announcements, and news regarding capacity expansions [1]