近线固态硬盘(SSD)

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业绩前夕瑞穗看多美光(MU.US):上调目标价至182美元,看好HBM与存储器前景
智通财经网· 2025-09-17 03:04
Group 1 - Mizuho Securities raised Micron Technology's target price from $155 to $182 while maintaining an "outperform" rating, ahead of the company's Q4 earnings report on September 23 [1] - The upgrade is primarily based on an improved valuation of Micron's High Bandwidth Memory (HBM) and optimistic expectations for the DRAM and NAND flash markets [1] - The pricing environment for NAND and DRAM is expected to improve due to recent capacity cuts by major suppliers and increased supply constraints driven by AI demand, potentially leading to a 20-30% increase in DRAM prices at current levels [1] Group 2 - Micron is expected to remain one of the only two qualified suppliers for HBM4, as Samsung Electronics currently lacks the necessary qualifications [2] - SK Hynix and Micron have begun delivering initial samples of HBM4 for NVIDIA's Rubin, with mass production expected to commence between late Q2 and early Q3 of 2026 [2] - The demand for nearline SSDs is benefiting from HDD delivery times extending to over a year, further supporting the overall positive trend in the memory market [2]