存储产品价格调涨

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美股异动|美光科技盘前涨超1.6%势创新高,传存储产品价格或大幅调涨30%
Ge Long Hui· 2025-09-16 08:45
Core Viewpoint - Micron Technology (MU.US) has seen a pre-market increase of over 1.6%, reaching $160.38, with stock prices expected to hit new highs following reports of potential price hikes in NAND flash and DRAM products by 20%-30% [1] Group 1: Price Adjustments - Micron Technology has paused NAND flash and DRAM pricing for one week, leading to industry speculation about significant price increases [1] - Sandisk, a NAND manufacturer, has already announced a price increase of over 10% for all channel and consumer products [1] Group 2: Analyst Upgrades - Several major banks have raised their target prices for Micron Technology ahead of earnings releases [1] - Mizuho has increased Micron's target price from $155 to $182 while maintaining an "Outperform" rating, citing positive outlooks for HBM and strong performance in the DRAM-NAND market as key factors for the upgrade [1]