---
title: "德意志銀行在人工智能推動的市場上漲中，將美光科技的目標價上調至 1000 美元"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286676333.md"
description: "德意志銀行已將美光科技的目標股價上調至 1000 美元，維持買入評級，原因是強勁的增長和估值支持。全球內存芯片短缺受到人工智能需求的推動，正在提升美光的收入和利潤率，預計供應限制將持續多年。然而，策略師警告潛在的市場狂熱風險，並將其與 1999 年的互聯網泡沫進行比較"
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)
---

# 德意志銀行在人工智能推動的市場上漲中，將美光科技的目標價上調至 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.

### 相關股票

- [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md)
- [MULL.US](https://longbridge.com/zh-HK/quote/MULL.US.md)
- [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md)
- [MUU.US](https://longbridge.com/zh-HK/quote/MUU.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [DRAM.US](https://longbridge.com/zh-HK/quote/DRAM.US.md)
- [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md)
- [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md)
- [SOXQ.US](https://longbridge.com/zh-HK/quote/SOXQ.US.md)
- [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.US.md)
- [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md)
- [DB.US](https://longbridge.com/zh-HK/quote/DB.US.md)
- [DBK.DE](https://longbridge.com/zh-HK/quote/DBK.DE.md)
- [03KB.DE](https://longbridge.com/zh-HK/quote/03KB.DE.md)
- [DPB.DE](https://longbridge.com/zh-HK/quote/DPB.DE.md)

## 相關資訊與研究

- [盤中速報 - 美光科技 (MU-US) 大漲 5.05%，報 715.99 美元](https://longbridge.com/zh-HK/news/286947318.md)
- [美股因地緣政治與 AI 晶片需求下跌，投資者需謹慎評估風險與機會](https://longbridge.com/zh-HK/news/286686274.md)
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- [危險藏在需求端！WSJ 專欄作家：AI 記憶體晶片榮景正埋下崩盤的種子](https://longbridge.com/zh-HK/news/286683429.md)