---
title: "美股异动 | 存储概念股继续走强 美光科技涨超 7%"
description: "周四，存储概念股继续走强，美光科技涨超 7% 续创历史新高，西部数据涨超 6%，希捷科技涨近 4%。消息面上，摩根士丹利将美光的评级从 “持股观望” 上调至 “增持”，同时将其目标价从 160 美元大幅上调至 220 美元。此次评级调整的背景是，核心 DRAM 产品的价格上涨势头持续超出市场预期。尽管美光科技近期表现良好，摩根士丹利仍认为其股价存在进一步上行空间。此外，据央视财经报道，过去半年，全"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/261478160.md"
published_at: "2025-10-16T15:24:04.000Z"
---

# 美股异动 | 存储概念股继续走强 美光科技涨超 7%

> 周四，存储概念股继续走强，美光科技涨超 7% 续创历史新高，西部数据涨超 6%，希捷科技涨近 4%。消息面上，摩根士丹利将美光的评级从 “持股观望” 上调至 “增持”，同时将其目标价从 160 美元大幅上调至 220 美元。此次评级调整的背景是，核心 DRAM 产品的价格上涨势头持续超出市场预期。尽管美光科技近期表现良好，摩根士丹利仍认为其股价存在进一步上行空间。此外，据央视财经报道，过去半年，全球存储芯片价格持续上涨。特别是最近一个月，涨价消息越发密集。根据摩根士丹利的最新研报预测，人工智能热潮下，存储芯片行业预计迎来一个 “超级周期”。

智通财经 APP 获悉，周四，存储概念股继续走强，美光科技 (MU.US) 涨超 7% 续创历史新高，西部数据 (WDC.US) 涨超 6%，希捷科技 (STX.US) 涨近 4%。消息面上，摩根士丹利将美光的评级从 “持股观望” 上调至 “增持”，同时将其目标价从 160 美元大幅上调至 220 美元。此次评级调整的背景是，核心 DRAM 产品的价格上涨势头持续超出市场预期。尽管美光科技近期表现良好，摩根士丹利仍认为其股价存在进一步上行空间。

此外，据央视财经报道，过去半年，全球存储芯片价格持续上涨。特别是最近一个月，涨价消息越发密集。根据摩根士丹利的最新研报预测，人工智能热潮下，存储芯片行业预计迎来一个 “超级周期”。

### Related Stocks

- [MU.US - 美光科技](https://longbridge.com/zh-CN/quote/MU.US.md)
- [WDC.US - 西部数据](https://longbridge.com/zh-CN/quote/WDC.US.md)
- [STX.US - 希捷科技](https://longbridge.com/zh-CN/quote/STX.US.md)

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