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FollowingTLDR
美光股价跟随大盘反弹
D.A. Davidson上调美光目标价
人工智能改变内存芯片需求
股票回购构成另一潜在因素
获取3本免费股票电子书
美光股价跟随大盘反弹
周五盘前，随着更广泛的技术市场情绪改善，美光（Micron）股价上涨。D.A. Davidson将美光的目标价从2100美元上调至3000美元，维持“买入”评级。分析师Gil Luria预计，日益增长的人工智能内存需求将在未来几年支撑美光的收益。更长的供应协议可能使美光的收入更具可预测性，并减少对传统内存周期的暴露。12月9日可能是美光股票回购计划的一个转折点，因为相关限制即将到期。
美光（MU）在周五盘前交易中上涨，随着美国期货市场的回升，投资者重新审视了修订后的分析师预测。纳斯达克期货上涨0.89%，标普500期货上涨0.44%，表明在周四科技股抛售之后将迎来更强劲的开盘。
美光技术公司（NASDAQ: MU）在周五开盘前加入了更广泛的科技股复苏行列。周四，由于有关OpenAI报告收入的担忧影响了多家芯片制造商，美光股价下跌。最新的走势紧随半导体股票参差不齐的一周。投资者仍密切关注人工智能硬件的需求能否维持高内存价格和近期的利润增长。美光为支持大型复杂人工智能模型的服务器提供内存。
D.A. Davidson上调美光价格预测
10月7日，D.A. Davidson分析师Gil Luria将其12个月的美光目标价从2100美元提高至3000美元。他维持了“买入”评级。与此同时，尽管数据中心需求强劲，AMD股价在周四下跌，显示出该板块交易情况混杂。
Luria告诉CNBC，美光的交易价格约为预期 earnings 的六倍，而AMD和Intel则约为40倍或更高。他的目标价大约应用了19倍的2027财年预期收益。这种变化意味着投资者需要为每一美元的预期利润支付更多费用。
人工智能改变内存芯片需求
Luria表示，内存现在在人工智能系统处理信息和处理更长请求的速度方面发挥着直接作用。尽管Nvidia股价在周四下跌，即使该公司宣布了新的研究支出，行业仍在不断扩大其计算能力。
He expects more long-term supply agreements from major customers, including Microsoft, Amazon and Google. Luria predicts that the five-year contract could eventually cover more than half of Micron's products, reducing its reliance on short-term sales contracts. These are analyst expectations and not all confirmed contracts for future shipments.
Stock buybacks pose another potential factor
Luria also pointed to December 9, when restrictions related to U.S. chip funding are expected to end. Micron has discussed using excess cash for share buybacks. At the same time, while Amazon has expanded data center spending, it faces questions about rising investment costs in artificial intelligence.
Micron's share price remains pegged to customer spending and memory prices. Supply shortages supported earnings, but the chip industry has experienced sharp declines before. Investors will also focus on whether future share buybacks go as planned and whether the company can maintain current profit margins.
