--- title: "分析师在人工智能热潮推动下,将美光科技的目标价格提升至 1000 美元以上" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286907521.md" description: "Melius Research 和美国银行的分析师已将美光科技的目标股价分别上调至 1,100 美元和 950 美元,原因是人工智能需求和供应限制。尽管股价已超过 700 美元,分析师认为美光科技接近 8 的前瞻市盈率和强劲的盈利增长是合理的。该股票经历了显著的波动,从 300 美元上涨至超过 800 美元,随后因行业担忧出现近期下跌" datetime: "2026-05-19T11:59:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286907521.md) - [en](https://longbridge.com/en/news/286907521.md) - [zh-HK](https://longbridge.com/zh-HK/news/286907521.md) --- # 分析师在人工智能热潮推动下,将美光科技的目标价格提升至 1000 美元以上 Record price targets: Melius Research and Bank of America sharply increased Micron's price forecasts to $1,100 and $950, citing AI-driven demand and supply constraints. Valuation debate: While Micron trades above $700, its forward P/E near 8 and rapid earnings growth lead many analysts to see it as still reasonably priced. Volatility backdrop: Shares have swung sharply, climbing from $300 to over $800 before a recent pullback, as sector-wide jitters and geopolitical concerns weighed. ### 相关股票 - [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md) - [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [DRAM.US](https://longbridge.com/zh-CN/quote/DRAM.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) - [MUU.US](https://longbridge.com/zh-CN/quote/MUU.US.md) - [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md) - [BAC.US](https://longbridge.com/zh-CN/quote/BAC.US.md) - [BAC-Q.US](https://longbridge.com/zh-CN/quote/BAC-Q.US.md) - [BML-L.US](https://longbridge.com/zh-CN/quote/BML-L.US.md) - [BAC-L.US](https://longbridge.com/zh-CN/quote/BAC-L.US.md) - [BAC-K.US](https://longbridge.com/zh-CN/quote/BAC-K.US.md) - [BML-H.US](https://longbridge.com/zh-CN/quote/BML-H.US.md) - [BAC-N.US](https://longbridge.com/zh-CN/quote/BAC-N.US.md) - [BAC-E.US](https://longbridge.com/zh-CN/quote/BAC-E.US.md) - [MER-K.US](https://longbridge.com/zh-CN/quote/MER-K.US.md) - [BAC-O.US](https://longbridge.com/zh-CN/quote/BAC-O.US.md) - [BML-G.US](https://longbridge.com/zh-CN/quote/BML-G.US.md) - [BAC-M.US](https://longbridge.com/zh-CN/quote/BAC-M.US.md) - [BAC-B.US](https://longbridge.com/zh-CN/quote/BAC-B.US.md) - [BML-J.US](https://longbridge.com/zh-CN/quote/BML-J.US.md) - [BAC-S.US](https://longbridge.com/zh-CN/quote/BAC-S.US.md) - [BAC-P.US](https://longbridge.com/zh-CN/quote/BAC-P.US.md) - [8648.JP](https://longbridge.com/zh-CN/quote/8648.JP.md) ## 相关资讯与研究 - [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) - [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) - [瑞穗押注 AI 需求外溢,大幅上调美光、意法及德州仪器目标价](https://longbridge.com/zh-CN/news/286939148.md) - [评级分化:AI 基础设施催生升级,英特尔与 Criteo 遭降级](https://longbridge.com/zh-CN/news/286811696.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)