美光科技-因短缺或持续存在，目标价再次上调至 275 美元

ab 19 November 2025 Global Research Micron Technology Inc Raise PT Again To $275 As Shortages Likely Persist Summary As it is about to go into quiet period, MU offered incremental color on the status of its business with commentary that was very much consistent with our latest round of industry checks – but did not positively pre-announce FQ1 (Nov). MU's view on the duration of supply tightness has extended versus 3mos ago (now through CYE2026) and it is now fully booked out on HBM supply through CYE2026. O ...