美光科技：2026 年供应受限驱动指引强劲，预计股价走高

17 December 2025 | 9:26PM EST Equity Research Micron Technology Inc. (MU): Expect the stock to move higher on very strong guidance, driven by constrained supply through 2026 Key stock takeaways: We expect the stock to move higher following a strong quarter with guidance that was far ahead of the Street, despite elevated investor expectations heading into the quarter. HBM, conventional DRAM, and NAND markets have all seen contract prices rise dramatically over the last few months, driven by continued supply ...