[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio26958dc9":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio26958dc9","AI驱动存储芯片需求连续爆发-美光科技(MU)股价连续暴涨-市值首破7000亿美元","\u002Fdoc\u002Fdcio26958dc9","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，受人工智能需求持续推动，存储芯片龙头美光科技(MU)股价周二大幅上涨超11%，收报640.2美元，市值升至约7219.8亿美元，历史上首次突破7000亿美元关口。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">推动股价上涨的重要因素之一，是市场对存储芯片行业周期性的重新评估。研究机构IDC最新报告指出，在人工智能需求的支撑下，存储芯片市场有望摆脱传统周期性波动模式。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这一观点对投资者意义重大。长期以来，存储芯片板块因强周期性特征而估值受限，而AI带来的持续需求增长，正在改变市场对该行业的认知。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美光近期股价表现异常强劲，4月单月上涨约53%；5月迄今再涨约24%；今年以来累计涨幅达124%，市值增加约3950亿美元；过去12个月股价暴涨近696%，市值增加超过6200亿美元；仅过去三个交易日，公司市值就增加约1330亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在AI算力需求爆发带动下，存储与数据基础设施相关公司股价普遍上涨。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">同行公司如西部数据(WDC)、希捷科技(STX)及闪迪(SNDK)年内分别上涨约170%、180%及492%。分析人士指出，AI应用对数据存储需求激增，使存储芯片成为AI基础设施的重要组成部分。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，AI投资热潮也对硬盘及存储供应链带来压力，产能紧张问题逐渐显现。Melius分析师指出，存储芯片正成为AI产业链中的核心环节，与AI芯片、硬件及云计算基础设施密切相关。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尽管股价大幅上涨，华尔街整体仍维持乐观态度。FactSet数据显示，在跟踪该公司的50位分析师中，美光平均评级仍为“买入”，目标价为583.83美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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