--- title: "德意志银行在人工智能推动的市场上涨中,将美光科技的目标价上调至 1000 美元" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286676333.md" description: "德意志银行已将美光科技的目标股价上调至 1000 美元,维持买入评级,原因是强劲的增长和估值支持。全球内存芯片短缺受到人工智能需求的推动,正在提升美光的收入和利润率,预计供应限制将持续多年。然而,策略师警告潜在的市场狂热风险,并将其与 1999 年的互联网泡沫进行比较" datetime: "2026-05-17T15:07:19.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286676333.md) - [en](https://longbridge.com/en/news/286676333.md) - [zh-HK](https://longbridge.com/zh-HK/news/286676333.md) --- # 德意志银行在人工智能推动的市场上涨中,将美光科技的目标价上调至 1000 美元 Analyst upgrade boost: Deutsche Bank raised Micron’s price target to $1,000, maintaining a buy rating amid strong growth and valuation support. AI fuels shortage: A global memory chip shortage driven by AI demand is lifting Micron’s revenues and margins, with supply constraints expected to last years. Market euphoria risk: Semiconductor stocks have soared since March, prompting warnings from strategists about parallels to the 1999 dot-com bubble. ### 相关股票 - [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md) - [MULL.US](https://longbridge.com/zh-CN/quote/MULL.US.md) - [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md) - [MUU.US](https://longbridge.com/zh-CN/quote/MUU.US.md) - [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [DRAM.US](https://longbridge.com/zh-CN/quote/DRAM.US.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [SOXQ.US](https://longbridge.com/zh-CN/quote/SOXQ.US.md) - [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md) - [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md) - [DB.US](https://longbridge.com/zh-CN/quote/DB.US.md) - [DBK.DE](https://longbridge.com/zh-CN/quote/DBK.DE.md) - [03KB.DE](https://longbridge.com/zh-CN/quote/03KB.DE.md) - [DPB.DE](https://longbridge.com/zh-CN/quote/DPB.DE.md) ## 相关资讯与研究 - [三星电子面临 47000 名工人计划中为期 18 天的罢工威胁](https://longbridge.com/zh-CN/news/286778571.md) - [花旗看高美光至 840 美元!目标价近乎翻倍,预言 DRAM 均价明年狂飙 200%](https://longbridge.com/zh-CN/news/286911542.md) - [累计亏掉 366 亿,半年赚回超百亿:长鑫科技冲刺科创板](https://longbridge.com/zh-CN/news/286911415.md) - [花旗大幅上调美光目标价至 840 美元:明年 HBM 价格将再度攀升,EPS 将突破百元大关!](https://longbridge.com/zh-CN/news/286925537.md) - [二次 “卖身” 折戟,先导电科上市之路或被豪华股东团 “拖垮”| 并购一线](https://longbridge.com/zh-CN/news/286760739.md)