---
title: "美光科技的股價上漲突顯了人工智能領域向內存和光學技術轉移的趨勢"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286673476.md"
description: "美光科技的股票因對 DRAM 和 RAM 的 AI 需求增加而大幅上漲，預計將實現強勁的盈利增長。此外，隨着 AI 數據中心面臨網絡挑戰，光學技術也在獲得關注，這為像 AXT 這樣的公司帶來了顯著回報。投資重點正從計算芯片轉向內存和網絡，這一轉變受到超大規模雲計算公司資本支出承諾的推動"
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)
---

# 美光科技的股價上漲突顯了人工智能領域向內存和光學技術轉移的趨勢

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.

### 相關股票

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

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- [高層看好 CPO 需求、AI 高速傳輸巨頭 Astera 股價飆](https://longbridge.com/zh-HK/news/286988861.md)
- [花旗大幅調高美光目標價至 840 美元！看好 DRAM 超級週期與 HBM 漲價潮](https://longbridge.com/zh-HK/news/287000640.md)
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- [三星罷工美光股價為何跌？外媒：記憶體恐衝擊 AI 供應鏈](https://longbridge.com/zh-HK/news/286869338.md)
- [希捷拋「產能極限」論  AI 狂潮愈冷 美光／SanDisk 摔](https://longbridge.com/zh-HK/news/286834924.md)