---
title: "美股異動 | 存儲概念股繼續走強 美光科技漲超 7%"
description: "週四，存儲概念股繼續走強，美光科技漲超 7% 續創歷史新高，西部數據漲超 6%，希捷科技漲近 4%。消息面上，摩根士丹利將美光的評級從 “持股觀望” 上調至 “增持”，同時將其目標價從 160 美元大幅上調至 220 美元。此次評級調整的背景是，核心 DRAM 產品的價格上漲勢頭持續超出市場預期。儘管美光科技近期表現良好，摩根士丹利仍認為其股價存在進一步上行空間。此外，據央視財經報道，過去半年，全"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/261478160.md"
published_at: "2025-10-16T15:24:04.000Z"
---

# 美股異動 | 存儲概念股繼續走強 美光科技漲超 7%

> 週四，存儲概念股繼續走強，美光科技漲超 7% 續創歷史新高，西部數據漲超 6%，希捷科技漲近 4%。消息面上，摩根士丹利將美光的評級從 “持股觀望” 上調至 “增持”，同時將其目標價從 160 美元大幅上調至 220 美元。此次評級調整的背景是，核心 DRAM 產品的價格上漲勢頭持續超出市場預期。儘管美光科技近期表現良好，摩根士丹利仍認為其股價存在進一步上行空間。此外，據央視財經報道，過去半年，全球存儲芯片價格持續上漲。特別是最近一個月，漲價消息越發密集。根據摩根士丹利的最新研報預測，人工智能熱潮下，存儲芯片行業預計迎來一個 “超級週期”。

智通財經 APP 獲悉，週四，存儲概念股繼續走強，美光科技 (MU.US) 漲超 7% 續創歷史新高，西部數據 (WDC.US) 漲超 6%，希捷科技 (STX.US) 漲近 4%。消息面上，摩根士丹利將美光的評級從 “持股觀望” 上調至 “增持”，同時將其目標價從 160 美元大幅上調至 220 美元。此次評級調整的背景是，核心 DRAM 產品的價格上漲勢頭持續超出市場預期。儘管美光科技近期表現良好，摩根士丹利仍認為其股價存在進一步上行空間。

此外，據央視財經報道，過去半年，全球存儲芯片價格持續上漲。特別是最近一個月，漲價消息越發密集。根據摩根士丹利的最新研報預測，人工智能熱潮下，存儲芯片行業預計迎來一個 “超級週期”。

### Related Stocks

- [MU.US - 美光科技](https://longbridge.com/zh-HK/quote/MU.US.md)
- [WDC.US - 西部數據](https://longbridge.com/zh-HK/quote/WDC.US.md)
- [STX.US - 希捷科技](https://longbridge.com/zh-HK/quote/STX.US.md)

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