美光公司：追随人工智能的线索- 认为 DRAM 接下来将迎来前所未有的需求；美光利润率重回高位，上调预期与目标价

Ac t i o n | 16 Oct 2025 03:00:00 ET │ 16 pages Micron Technology Inc (MU.O) Following the AI Breadcrumbs: Believe DRAM Next To See Unprecedented Demand; Micron Margins Back to Highs, Raising Ests, PT CITI'S TAKE We believe DRAM will be the next chip to get long-term contracts with the AI food chain given its importance and undersupply, similar to what happened with NVDA, AMD and AVGO. We believe this will benefit Micron via higher and sustainable DRAM pricing and should enable Micron gross margins to get b ...