美光科技：管理层会议后再次上调盈利预期与目标价

ab 7 January 2026 Global Research Micron Technology Inc Raising Estimates/PT Again After Management Meetings Summary Thoughts This week we hosted a series of bullish investor meetings/dinners with MU management (CEO, CFO, and IR). The company struck a positive tone - particularly around the durability of the cycle and we are raising estimates and PT yet again. Key highlights are below, but we still believe investors are underappreciating the degree to which AI has fundamentally made memory (DRAM in particul ...