<p><strong>Melius Research</strong> 分析师 <strong>Ben Reitzes</strong> 预测，由于对人工智能基础设施的强劲需求和持续支出，芯片股票的反弹将继续。</p>
<p>该分析师对 <strong>美光科技公司</strong> (NASDAQ: MU)、<strong>闪迪公司</strong> (NASDAQ: SNDK) 和 <strong>英特尔公司</strong> (NASDAQ: INTC) 特别看好。他提高了这三只股票的目标价，认为新签署的长期协议使得这些公司的业绩在历史上波动较大的科技领域中更易于预测。</p>
<p>在周一的 SquawkCNBC 上，Reitzes 说：“我们刚刚将美光、闪迪和英特尔的目标价在我们组中提高了最多。” &#34;他们正在签署这些长期协议，使他们的业绩更具可预测性，我认为他们会因此受到认可。”</p>
<blockquote>
<p>&#34;我们刚刚将美光、闪迪和英特尔的目标价在我们组中提高了最多，&#34; @MeliusResearch 的 Ben Reitzes 说。&#34;他们正在签署这些长期协议，使他们的业绩更具可预测性，我认为他们会因此受到认可。&#34; https://t.co/QV3WbdlavX pic.twitter.com/jJQJU9lQ79</p>
<p>— Squawk Box (@SquawkCNBC) 2026 年 5 月 18 日</p>
</blockquote>
<p>分析师认为，随着人工智能驱动的需求持续造成 供应瓶颈，使得包括美光、闪迪和英特尔在内的芯片制造商能够获得比传统软件公司或非芯片的 “七大奇迹” 公司更多的市场价值。</p>
<h2><strong>美光</strong></h2>
<p>美光在最近几周成为华尔街上 最拥挤的交易。自年初以来，该股上涨约 139%，使得这家内存芯片制造商的市值接近 9000 亿美元。</p>
<p>Reitzes 将目标价设定为 1100 美元，高于之前的 700 美元，显示出对内存和人工智能半导体市场韧性的信心。</p>
<p><strong>美国银行</strong> 将该股的目标价提高至 950 美元，之前为 500 美元，并表示对内存市场的信心不断增强。</p>
<p><strong>Benzinga Edge 股票排名</strong> 显示 MU 的动量得分在 99 百分位。它在短期、中期和长期内保持强劲的价格趋势。</p>
<p></p>
<p><strong>另请阅读：</strong>
<strong>Ross Gerber 表示他出售了少量美光、英伟达和博通的股票，但仍对这些公司持 “非常看好” 的态度</strong></p>
<h2><strong>闪迪</strong></h2>
<p>这家内存芯片制造商今年也见证了华尔街上 最好的牛市之一，今年上涨超过 460%，受到存储需求上升的推动。这一反弹使其市值达到 1970 亿美元。</p>
<p>Reitzes 将闪迪的目标价从 1500 美元提高至 2350 美元，依据 报告。</p>
<p>闪迪已成为应对人工智能工作负载引发的存储短缺的最纯粹的投资方式，华尔街也 对此给予了相应的重视。</p>
<p><strong>Benzinga Edge 股票排名</strong> 显示 闪迪 的动量得分在 100 百分位。它在短期、中期和长期内保持强劲的价格趋势。</p>
<p></p>
<h2><strong>英特尔</strong></h2>
<p>英特尔今年表现强劲，涨幅超过 193%，受益于对 “代理型” 人工智能的转变。Reitzes 将该股的目标价从 100 美元提高至 150 美元。</p>
<p>Niles Investment Management 的创始人 <strong>Dan Niles</strong> 强调，这家芯片制造商正处于显著增长的有利位置，受益于对 “代理型人工智能” 的新兴需求，这需要更平衡的 CPU 与 GPU 比率。</p>
<p>英特尔首席执行官 <strong>Lip-Bu Tan</strong> 表示：“下一波人工智能将使智能更接近最终用户，从基础模型转向推理再到代理型。这一转变显著增加了对英特尔 CPU 的需求。”</p>
<p><strong>Benzinga Edge 股票排名</strong> 显示 英特尔 的动量得分在 99 百分位。它在短期、中期和长期内保持强劲的价格趋势。</p>
<p></p>
<p><strong><em>免责声明：</em></strong> <em>本内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>
<p><strong>另请阅读：</strong>
<strong>英伟达即将发布的业绩和相关 ETF</strong></p>
<p><em>图片来源：jejim 来自 Shutterstock</em></p>

闪迪

美光科技

英特尔

<p>分析师 Ben Reitzes 上调了美光、闪迪和英特尔的目标价，原因是强劲的人工智能基础设施需求提升了盈利的可预测性。他预测芯片股票将继续增长，美光的目标价上调至 1,100 美元，闪迪的目标价上调至 2,350 美元，英特尔的目标价上调至 150 美元。人工智能的需求正在造成供应瓶颈，这对这些半导体公司带来了显著的好处</p>

<p><strong>Melius Research</strong> analyst <strong>Ben Reitzes</strong> predicts the rally in chip stocks to continue, driven by strong demand for artificial intelligence infrastructure and sustained spending.</p>
<div class="lb-trans"><p><strong>Melius Research</strong> 分析师 <strong>Ben Reitzes</strong> 预测，由于对人工智能基础设施的强劲需求和持续支出，芯片股票的反弹将继续。</p>
</div><p>The analyst is especially bullish on <strong>Micron Technology Inc.</strong> (NASDAQ: MU), <strong>SanDisk Corp.</strong> (NASDAQ: SNDK) and <strong>Intel Corp.</strong> (NASDAQ: INTC). He raised the target price on the three stocks, arguing that newly signed long-term agreements are making the companies' results easier to forecast in a historically volatile corner of tech.</p>
<div class="lb-trans"><p>该分析师对 <strong>美光科技公司</strong> (NASDAQ: MU)、<strong>闪迪公司</strong> (NASDAQ: SNDK) 和 <strong>英特尔公司</strong> (NASDAQ: INTC) 特别看好。他提高了这三只股票的目标价，认为新签署的长期协议使得这些公司的业绩在历史上波动较大的科技领域中更易于预测。</p>
</div><p>Speaking on SquawkCNBC Monday, Reitzes said, “We just took our targets up on Micron and SanDisk and Intel the most in our group.” &#34;They are signing these long-term agreements that make them more predictable and I think they get recognized for it.”</p>
<div class="lb-trans"><p>在周一的 SquawkCNBC 上，Reitzes 说：“我们刚刚将美光、闪迪和英特尔的目标价在我们组中提高了最多。” &#34;他们正在签署这些长期协议，使他们的业绩更具可预测性，我认为他们会因此受到认可。”</p>
</div><blockquote>
<p>&#34;We just took our targets up on Micron and SanDisk and Intel the most in our group,&#34; says @MeliusResearch's Ben Reitzes. &#34;They are signing these long-term agreements that make them more predictable and I think they get recognized for it.&#34; https://t.co/QV3WbdlavX pic.twitter.com/jJQJU9lQ79</p>
<p>— Squawk Box (@SquawkCNBC) May 18, 2026</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>&#34;我们刚刚将美光、闪迪和英特尔的目标价在我们组中提高了最多，&#34; @MeliusResearch 的 Ben Reitzes 说。&#34;他们正在签署这些长期协议，使他们的业绩更具可预测性，我认为他们会因此受到认可。&#34; https://t.co/QV3WbdlavX pic.twitter.com/jJQJU9lQ79</p>
<p>— Squawk Box (@SquawkCNBC) 2026 年 5 月 18 日</p>
</blockquote>
</div><p>The analyst argued that as AI-driven demand keeps creating supply bottlenecks, allowing chipmakers, including Micron, SanDisk, and Intel, to capture more market value than traditional software companies or non-chip &#34;Magnificent Seven&#34; names.</p>
<div class="lb-trans"><p>分析师认为，随着人工智能驱动的需求持续造成 供应瓶颈，使得包括美光、闪迪和英特尔在内的芯片制造商能够获得比传统软件公司或非芯片的 “七大奇迹” 公司更多的市场价值。</p>
</div><h2><strong>Micron</strong></h2>
<div class="lb-trans"><h2><strong>美光</strong></h2>
</div><p>Micron has been the most crowded trade on Wall Street in recent weeks. The stock surged about 139% since the start of the year, lifting the memory chipmaker's market capitalization to nearly $900 billion.</p>
<div class="lb-trans"><p>美光在最近几周成为华尔街上 最拥挤的交易。自年初以来，该股上涨约 139%，使得这家内存芯片制造商的市值接近 9000 亿美元。</p>
</div><p>Reitzes set a new Street high target of $1,100, up from the previous projection of $700, indicating confidence in the memory and AI semiconductor market resilience.</p>
<div class="lb-trans"><p>Reitzes 将目标价设定为 1100 美元，高于之前的 700 美元，显示出对内存和人工智能半导体市场韧性的信心。</p>
</div><p><strong>Bank of America</strong> lifted the price target on the stock to $950 from $500, citing a growing confidence in the memory market.</p>
<div class="lb-trans"><p><strong>美国银行</strong> 将该股的目标价提高至 950 美元，之前为 500 美元，并表示对内存市场的信心不断增强。</p>
</div><p><strong>Benzinga Edge Stock Rankings</strong> indicate that MU has a Momentum score in the 99th percentile. It maintains a strong price trend in the short, medium and long term.</p>
<div class="lb-trans"><p><strong>Benzinga Edge 股票排名</strong> 显示 MU 的动量得分在 99 百分位。它在短期、中期和长期内保持强劲的价格趋势。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p><strong>Read Also:</strong>
<strong>Ross Gerber Says He Sold 'Small Amount' Of Micron, Nvidia And Broadcom, But Is Still 'Very Bullish' On These Companies</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>Ross Gerber 表示他出售了少量美光、英伟达和博通的股票，但仍对这些公司持 “非常看好” 的态度</strong></p>
</div><h2><strong>SanDisk</strong></h2>
<div class="lb-trans"><h2><strong>闪迪</strong></h2>
</div><p>This memory chipmaker is also witnessing one of the best bull runs on Wall Street this year, soaring more than 460% this year, driven by rising storage demand. The rally has propelled its market capitalization to $197 billion.</p>
<div class="lb-trans"><p>这家内存芯片制造商今年也见证了华尔街上 最好的牛市之一，今年上涨超过 460%，受到存储需求上升的推动。这一反弹使其市值达到 1970 亿美元。</p>
</div><p>Reitzes raised the target price to $2,350 from $1,500 for SanDisk, according to the report.</p>
<div class="lb-trans"><p>Reitzes 将闪迪的目标价从 1500 美元提高至 2350 美元，依据 报告。</p>
</div><p>SanDisk has emerged as the purest way to play the storage shortage triggered by AI workloads, and Wall Street is treating it accordingly.</p>
<div class="lb-trans"><p>闪迪已成为应对人工智能工作负载引发的存储短缺的最纯粹的投资方式，华尔街也 对此给予了相应的重视。</p>
</div><p><strong>Benzinga Edge Stock Rankings</strong> indicate that SanDisk has a Momentum score in the 100th percentile. It maintains a strong price trend in the short, medium and long term.</p>
<div class="lb-trans"><p><strong>Benzinga Edge 股票排名</strong> 显示 闪迪 的动量得分在 100 百分位。它在短期、中期和长期内保持强劲的价格趋势。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><h2><strong>Intel</strong></h2>
<div class="lb-trans"><h2><strong>英特尔</strong></h2>
</div><p>Intel is on a tear this year with more than 193% gains driven by the shift toward &#34;agentic&#34; AI. Reitzes increased the target price from $100 to $150 on the stock.</p>
<div class="lb-trans"><p>英特尔今年表现强劲，涨幅超过 193%，受益于对 “代理型” 人工智能的转变。Reitzes 将该股的目标价从 100 美元提高至 150 美元。</p>
</div><p>The Founder of Niles Investment Management, <strong>Dan Niles</strong>, highlighted that the chipmaker is poised for significant growth driven by the emerging demand for “Agentic AI,” which requires a more balanced ratio of CPUs to GPUs.</p>
<div class="lb-trans"><p>Niles Investment Management 的创始人 <strong>Dan Niles</strong> 强调，这家芯片制造商正处于显著增长的有利位置，受益于对 “代理型人工智能” 的新兴需求，这需要更平衡的 CPU 与 GPU 比率。</p>
</div><p>Intel CEO <strong>Lip-Bu Tan</strong> stated, &#34;The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic. This shift is significantly increasing the need for Intel's CPUs.&#34;</p>
<div class="lb-trans"><p>英特尔首席执行官 <strong>Lip-Bu Tan</strong> 表示：“下一波人工智能将使智能更接近最终用户，从基础模型转向推理再到代理型。这一转变显著增加了对英特尔 CPU 的需求。”</p>
</div><p><strong>Benzinga Edge Stock Rankings</strong> indicate that Intel has a Momentum score in the 99th percentile. It maintains a strong price trend in the short, medium and long term.</p>
<div class="lb-trans"><p><strong>Benzinga Edge 股票排名</strong> 显示 英特尔 的动量得分在 99 百分位。它在短期、中期和长期内保持强劲的价格趋势。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p><strong><em>Disclaimer:</em></strong> <em>This content was partially produced with the help of AI tools and was reviewed and published by a Benzinga editor.</em></p>
<div class="lb-trans"><p><strong><em>免责声明：</em></strong> <em>本内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>
</div><p><strong>Read Also:</strong>
<strong>Nvidia's Upcoming Results And ETFs With Skin In The Game</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>英伟达即将发布的业绩和相关 ETF</strong></p>
</div><p><em>Photo courtesy: jejim from Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：jejim 来自 Shutterstock</em></p>
</div>

Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Targets Up'

- 分析师 Ben Reitzes 预期芯片股将继续上涨，受人工智能基础设施需求驱动。  
- Micron、SanDisk 和 Intel 的目标价上调，因长期协议使财报预测更为准确。  
- 芯片制造商在持续的 AI 需求下获取更多市场价值，表现优于传统软件公司。

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分析师表示，美光科技、英特尔和闪迪在人工智能热潮中可能还有更多的上涨空间：‘我们刚刚上调了目标’