Group 1 - Micron Technology's stock price experienced a significant increase, rising over 5.84%, attracting market attention and speculation about a potential new growth cycle [1] - The global DRAM market is facing supply tightness, with major manufacturers in South Korea and the U.S. halting quotes to enterprise customers, leading to an expected price increase of over 30% in Q4, with some products potentially rising by more than 50% [1] - Market surveys predict a supply gap of 10-15% for DDR4 memory over the next three quarters, exacerbating the supply constraints [1] Group 2 - Overall market sentiment towards the DRAM industry is optimistic, with supply-demand imbalances potentially providing growth opportunities, although competition and technological innovation may impact industry development [2] - Morgan Stanley has upgraded Micron's stock rating, citing pricing momentum that could drive EPS growth over multiple quarters, reflecting market confidence in the company [2] - The surge in AI data center demand is leading to a comprehensive shortage of storage chips, presenting favorable market opportunities for Micron [2]
美股异动|美光科技股价飙升超5% DRAM市场供需紧张引发投资热潮
Xin Lang Cai Jing·2025-10-08 22:49