美光- 随着 DRAM 价格飙升，上调目标价预期，并将 MU 列为首选股
2025-11-14 03:48
As DRAM prices surge, raising ests/PT, and naming MU top pick | What's Changed | | | | --- | --- | --- | | Micron Technology Inc. (MU.O) | From | To | | Price Target | $220.00 | $325.00 | | Top Pick Added | - | MU.O | November 13, 2025 04:44 AM GMT Micron Technology Inc | North America We are entering uncharted territory, as we have a 2018 style shortage forming but from a much higher EPS starting point; we expect serial upwards revisions to continue, as soon as next week. With $25 in CY26 earnings, moving ...