美光科技：强劲势头更持久；上调目标价至 450 美元，维持 “买入” 评级

ab 5 February 2026 Global Research Micron Technology Inc Stronger For Longer; Raise PT to $450, Maintain Buy Summary Thoughts In conjunction with our latest round of industry checks, we once again flag strengthening pricing dynamics across both core DRAM and NAND. We now forecast C1Q26 industry contract pricing for DDR to be up ~62% Q/Q – a touch better than prior – and NAND up ~40% Q/Q (vs. +27% prior). More importantly, our industry conversations now point to memory supply shortages extending deeper into ...