---
title: "美光科技的股价上涨突显了人工智能领域向内存和光学技术转移的趋势"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286673476.md"
description: "美光科技的股票因对 DRAM 和 RAM 的 AI 需求增加而大幅上涨，预计将实现强劲的盈利增长。此外，随着 AI 数据中心面临网络挑战，光学技术也在获得关注，这为像 AXT 这样的公司带来了显著回报。投资重点正从计算芯片转向内存和网络，这一转变受到超大规模云计算公司资本支出承诺的推动"
datetime: "2026-05-17T13:11:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286673476.md)
  - [en](https://longbridge.com/en/news/286673476.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286673476.md)
---

# 美光科技的股价上涨突显了人工智能领域向内存和光学技术转移的趋势

Memory's market moment: Micron has climbed sharply over the past year as AI demand for DRAM and RAM outpaces supply, with Wall Street projecting strong earnings growth into the next decade. Optics on the rise: Optical tech is gaining traction as AI data centers face networking bottlenecks, with firms like AXT seeing massive returns and ETF launches signaling institutional interest. AI buildout broadens: Investment focus is expanding from compute chips to memory and networking, as hyperscaler capex commitments drive sustained infrastructure demand.

### 相关股票

- [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md)
- [AXTI.US](https://longbridge.com/zh-CN/quote/AXTI.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md)
- [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md)
- [SOXQ.US](https://longbridge.com/zh-CN/quote/SOXQ.US.md)
- [MUU.US](https://longbridge.com/zh-CN/quote/MUU.US.md)
- [MULL.US](https://longbridge.com/zh-CN/quote/MULL.US.md)
- [DRAM.US](https://longbridge.com/zh-CN/quote/DRAM.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)

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