美光科技：DRAM 持续向好与 NAND 拐点推动下前景强劲

23 September 2025 | 7:47PM EDT Equity Research Micron Technology Inc. (MU): Strong outlook driven by continued DRAM momentum and NAND inflection Key stock takeaways: We expect the stock to move higher following a quarter and guidance that were well ahead of the Street, despite elevated investor expectations heading into the quarter. The DRAM market remains very healthy, and the NAND market has tightened substantially in recent months - which should drive ongoing tailwinds for Micron's business. The company' ...