<p>作者：Britney Nguyen</p>
<p>美光即将成为一家价值 4000 亿美元的公司，仅在市值达到 3000 亿美元几周后。</p>
<p>美光有望在周五首次达到 4000 亿美元的市值。</p>
<p>美光科技的估值在仅仅几周后就将达到 4000 亿美元，成为美国最大的内存芯片制造商，受益于人工智能需求的激增。</p>
<p>根据道琼斯市场数据，美光（MU）的股票在周五下午晚些时候上涨超过 6%，交易价格超过 356 美元，预计将首次以超过 4000 亿美元的市值收盘。数据显示，股票必须以 355.39 美元收盘才能达到 4000 亿美元的标志。美光在 12 月 22 日的市场估值超过 3000 亿美元。</p>
<p>由于人工智能需求的增加导致内存短缺，内存芯片制造商在过去一年中获得了更多的定价权。</p>
<p>本月早些时候，韩国上市的三星电子（KR:005930）和 SK 海力士（KR:000660）的股票在有报道称这两家公司计划在本季度将动态随机存取内存价格提高多达 70% 后大幅上涨。来自 Nvidia（NVDA）等人工智能芯片制造商对高带宽内存（DRAM 的一种）的需求使这三家顶级内存芯片制造商受益。</p>
<p>查看更多：美光的股票在这一指标上是标准普尔 500 的佼佼者，因为内存价格飙升。</p>
<p>摩根士丹利分析师 Shawn Kim 将美光列为他在 DRAM 供应商中全球前 10 大股票选择之一，因为内存产能仍然受限，而对人工智能推理订单需求的可见性则 “异常长”。</p>
<p>Kim 在周四的报告中表示，今年内存厂商面临的风险是执行和转型，而不是需求。他预计内存价格将上涨，行业中的其他 “有利条件” 将持续到明年。</p>
<p>对内存组件的获取对人工智能开发者变得越来越重要。Kim 表示，具有更长上下文的推理模型、图像和视频生成能力以及人工智能代理的采用需要比以前的人工智能模型更多的内存。这使得美光和其他内存公司的定价权 “以闪电般的速度” 转变。</p>
<p>Kim 的团队预测，仅文本的人工智能推理今年可能占全球 DRAM 内存供应的 35% 和 NAND（另一种内存）的 92%。他们认为这两种内存类型的 70% 价格上涨有潜在的上行空间，引用了对供应链的检查。</p>
<p>美光的股票在周五也受益于消息，台湾半导体制造公司（TSM）的董事会成员和前高管 Mark Liu 本周购买了超过 23,000 股美光股票，价值约 780 万美元。</p>
<p>这次股票变动 “告诉你关于美光和内存股票情绪的所有信息，” 瑞穗证券的分析师 Jordan Klein 在周五给客户的报告中表示。随着美光的股票已经在上涨，Liu 的购买显示出对其进一步上涨的信心。今年迄今为止，美光的股票上涨了 13%。</p>
<p>Klein 还指出，由于美光在 2027 年前等待更多的洁净室空间，其 DRAM 产能预计今年将保持平稳。</p>
<p>短期内洁净室空间的不足加上需求的增长，有助于让更多的投资者变得更加乐观，Klein 表示。</p>
<p>不要错过：美光的股票获得了这位行业老将 800 万美元的信心投票。</p>
<p>-Britney Nguyen</p>
<p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>01-16-26 1600ET</p>

美光科技

<p>美光科技有望在几周内达到 4000 亿美元的市值，此前刚刚超过 3000 亿美元，这得益于人工智能热潮下对内存芯片的强劲需求。股价上涨超过 6%，交易价格超过 356 美元，收盘价需达到 355.39 美元才能实现这一里程碑。分析师预测，由于供应受限和人工智能开发者需求增加，内存产品的价格将持续上涨。值得注意的是，董事会成员 Mark Liu 最近购买了超过 23,000 股，显示出对美光增长潜力的信心。今年该股已上涨 13%</p>

<p>By Britney Nguyen</p>
<div class="lb-trans"><p>作者：Britney Nguyen</p>
</div><p>Micron is about to become a $400 billion company just weeks after hitting $300 billion market cap</p>
<div class="lb-trans"><p>美光即将成为一家价值 4000 亿美元的公司，仅在市值达到 3000 亿美元几周后。</p>
</div><p>Micron is on pace to reach a $400 billion market cap for the first time on Friday.</p>
<div class="lb-trans"><p>美光有望在周五首次达到 4000 亿美元的市值。</p>
</div><p>Micron Technology is set to be worth $400 billion only a few weeks after topping $300 billion valuation as the largest U.S. maker of memory chips rides the artificial intelligence demand boom.</p>
<div class="lb-trans"><p>美光科技的估值在仅仅几周后就将达到 4000 亿美元，成为美国最大的内存芯片制造商，受益于人工智能需求的激增。</p>
</div><p>Shares of Micron (MU) rose more than 6% late afternoon Friday, trading at more than $356, on track to close with a market capitalization above $400 billion for the first time, according to Dow Jones Market Data. The stock has to close at $355.39 to achieve that $400 billion mark, the data showed. Micron crossed $300 billion in market valuation on Dec. 22.</p>
<div class="lb-trans"><p>根据道琼斯市场数据，美光（MU）的股票在周五下午晚些时候上涨超过 6%，交易价格超过 356 美元，预计将首次以超过 4000 亿美元的市值收盘。数据显示，股票必须以 355.39 美元收盘才能达到 4000 亿美元的标志。美光在 12 月 22 日的市场估值超过 3000 亿美元。</p>
</div><p>The memory-chip maker has gained over the last year as memory shortages driven by increasing AI demand give Micron and its competitors more pricing power.</p>
<div class="lb-trans"><p>由于人工智能需求的增加导致内存短缺，内存芯片制造商在过去一年中获得了更多的定价权。</p>
</div><p>South Korean-listed shares of Samsung Electronics (KR:005930) and SK Hynix (KR:000660) jumped earlier this month after reports that the companies were looking to raise prices for dynamic random-access memory by up to 70% this quarter. Demand from AI chip makers such as Nvidia (NVDA) for high-bandwidth memory, a type of DRAM, has benefitted the three top memory chip makers.</p>
<div class="lb-trans"><p>本月早些时候，韩国上市的三星电子（KR:005930）和 SK 海力士（KR:000660）的股票在有报道称这两家公司计划在本季度将动态随机存取内存价格提高多达 70% 后大幅上涨。来自 Nvidia（NVDA）等人工智能芯片制造商对高带宽内存（DRAM 的一种）的需求使这三家顶级内存芯片制造商受益。</p>
</div><p>See more: Micron's stock is an S&amp;P 500 standout by this metric, as memory prices boom</p>
<div class="lb-trans"><p>查看更多：美光的股票在这一指标上是标准普尔 500 的佼佼者，因为内存价格飙升。</p>
</div><p>Morgan Stanley analyst Shawn Kim named Micron as one of his global top 10 stock picks among DRAM suppliers as memory capacity remains constrained while there's &#34;unusually long&#34; visibility into order demand from an increase in AI inference, or running AI models after training.</p>
<div class="lb-trans"><p>摩根士丹利分析师 Shawn Kim 将美光列为他在 DRAM 供应商中全球前 10 大股票选择之一，因为内存产能仍然受限，而对人工智能推理订单需求的可见性则 “异常长”。</p>
</div><p>Kim said in a Thursday note that execution and transition are a risk for memory players this year rather than demand. He sees memory prices going higher and other &#34;favorable conditions&#34; in the industry continuing through next year.</p>
<div class="lb-trans"><p>Kim 在周四的报告中表示，今年内存厂商面临的风险是执行和转型，而不是需求。他预计内存价格将上涨，行业中的其他 “有利条件” 将持续到明年。</p>
</div><p>Access to memory components is becoming more important for AI developers. Reasoning models with longer context, image and video-generation capabilities and the adoption of AI agents require more memory than previous AI models, Kim said. That is leading pricing power for Micron and other memory companies to shift &#34;at lightning speed,&#34; he said.</p>
<div class="lb-trans"><p>对内存组件的获取对人工智能开发者变得越来越重要。Kim 表示，具有更长上下文的推理模型、图像和视频生成能力以及人工智能代理的采用需要比以前的人工智能模型更多的内存。这使得美光和其他内存公司的定价权 “以闪电般的速度” 转变。</p>
</div><p>Kim's team projects that text-only AI inference could make up 35% of global memory supply for DRAM and 92% of supply for NAND, another type of memory, this year. And they see potential upside to the 70% price hikes for both memory types, citing checks of the supply chain.</p>
<div class="lb-trans"><p>Kim 的团队预测，仅文本的人工智能推理今年可能占全球 DRAM 内存供应的 35% 和 NAND（另一种内存）的 92%。他们认为这两种内存类型的 70% 价格上涨有潜在的上行空间，引用了对供应链的检查。</p>
</div><p>Micron's stock was also benefiting on Friday from news that Mark Liu, a board member and former executive at Taiwan Semiconductor Manufacturing Company (TSM), purchased more than 23,000 Micron shares this week, translating to about $7.8 million worth of stock.</p>
<div class="lb-trans"><p>美光的股票在周五也受益于消息，台湾半导体制造公司（TSM）的董事会成员和前高管 Mark Liu 本周购买了超过 23,000 股美光股票，价值约 780 万美元。</p>
</div><p>The stock move &#34;tells you all you need to know about [Micron] and memory stock sentiment right now,&#34; Mizuho desk-based analyst Jordan Klein said in a Friday note to clients. With Micron's stock already on a run, Liu's purchase shows confidence that it can go higher. Micron's stock is up 13% so far this year.</p>
<div class="lb-trans"><p>这次股票变动 “告诉你关于美光和内存股票情绪的所有信息，” 瑞穗证券的分析师 Jordan Klein 在周五给客户的报告中表示。随着美光的股票已经在上涨，Liu 的购买显示出对其进一步上涨的信心。今年迄今为止，美光的股票上涨了 13%。</p>
</div><p>Klein also noted that Micron's DRAM capacity is expected to be flat this year as it waits for more clean-room space, where semiconductor manufacturing takes place, in 2027.</p>
<div class="lb-trans"><p>Klein 还指出，由于美光在 2027 年前等待更多的洁净室空间，其 DRAM 产能预计今年将保持平稳。</p>
</div><p>The lack of clean-room space in the near term coupled with growing demand helps make a case for more bullish investors, Klein said.</p>
<div class="lb-trans"><p>短期内洁净室空间的不足加上需求的增长，有助于让更多的投资者变得更加乐观，Klein 表示。</p>
</div><p>Don't miss: Micron's stock gets an $8 million vote of confidence from this industry veteran</p>
<div class="lb-trans"><p>不要错过：美光的股票获得了这位行业老将 800 万美元的信心投票。</p>
</div><p>-Britney Nguyen</p>
<div class="lb-trans"><p>-Britney Nguyen</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>01-16-26 1600ET</p>
<div class="lb-trans"><p>01-16-26 1600ET</p>
</div>

Micron's stunning stock gains are encapsulated by this milestone

- 美光科技即将成为价值 4000 亿美元的公司。  
- 美光的股价上涨超 6%，目前市值超过 4000 亿美元。  
- 对 AI 需求的增长提升了内存芯片行业的定价权。

美光科技令人瞩目的股票涨幅被这一里程碑所体现