大行评级丨大摩:将美光目标价大幅上调至220美元
Core Viewpoint - Morgan Stanley upgraded Micron's rating from "Hold" to "Overweight" and significantly raised its target price from $160 to $220, driven by the sustained upward momentum in core DRAM product prices that exceeded market expectations [1] Summary by Category - Rating Change - Morgan Stanley's rating for Micron has been upgraded to "Overweight" from "Hold" [1] - Target Price Adjustment - The target price for Micron has been increased from $160 to $220, indicating a substantial upward revision [1] - Market Conditions - The upgrade is based on the ongoing price increase of core DRAM products, which has consistently outperformed market expectations [1]