[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod89e2387":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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},"dciod89e2387","特朗普“喊单”叠加瑞银大幅上调目标价-美光科技(MU)暴涨19%创2011年来最佳表现-市值突破万亿美元","\u002Fdoc\u002Fdciod89e2387","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，周二，美光科技(MU)迎来2011年以来表现最好的一天，股价大幅上涨超19%并触及916.8美元历史新高。今年以来，美光已累计28次刷新收盘纪录。推动股价暴涨的核心原因，是瑞银大幅上调对美光科技的目标价，并认为AI浪潮已经从根本上改变了存储芯片行业的估值逻辑。此外，美国总统特朗普上周五在纽约萨弗恩的大型集会上公开点名美光科技，他称\"大公司美光，美光太棒了。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银分析师Timothy Arcuri将美光科技目标价从535美元大幅上调至1625美元，涨幅超过三倍，同时创下华尔街目前对该股的最高目标价。按照美光上周五751美元的收盘价计算，新目标价意味着仍有约115%的上涨空间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受此提振，美光科技股价突破对应1万亿美元市值的重要关口，成为美国市值第11大的上市公司，位列礼来(LLY)之后、沃尔玛(WMT)之前。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Arcuri表示，随着市场越来越清楚地看到AI对整个存储产业链带来的结构性改变，投资者应开始给予美光科技“更加正常化”的估值倍数。长期以来，美光一直被市场视为典型的“周期性存储芯片公司”，投资者普遍担忧DRAM与NAND价格的大起大落。但瑞银认为，AI需求爆发正在改变这一模式。随着AI服务器、高带宽存储(HBM)以及数据中心需求持续增长，美光未来订单可见性明显增强，盈利波动性也有望下降。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析人士指出，这意味着市场未来可能不再仅以传统周期股逻辑对美光进行估值，而更倾向于将其视为AI核心基础设施公司。按照瑞银1625美元目标价测算，美光科技未来市值有望达到约1.8万亿美元。这将使其成为美国市值第七大的公司，仅次于英伟达(NVDA)、Alphabet(GOOG,GOOGL)、苹果(AAPL)、微软(MSFT)、亚马逊(AMZN)以及博通(AVGO)，并超过特斯拉(TSLA)、Meta(META)以及伯克希尔(BRK.A,BRK.B)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美光科技的大涨也带动整个芯片板块继续走强。包括迈威尔科技(MRVL)、安森美半导体(ON)、AMD(AMD)、泛林集团(LRCX)、英特尔(INTC)以及高通(QCOM)等芯片股当天均录得上涨。其中，迈威尔科技已经连续10周上涨，而美光科技与费城半导体指数在过去8周中也有7周录得上涨。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，市场人士也提醒称，美光科技短期走势已明显进入高波动区间。分析师认为，多头后续需要守住800美元附近关键位置，而下方较强支撑区域则位于665美元附近。\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> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FMU\u002FMU.jpg","2026-05-27T13:06:09","2026.05.27","2026\u002F05\u002F27",38277,[22],"MU","Article",0,"免费","success",{"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":28,"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},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，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交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]