<p><strong>Melius Research</strong> 分析師 <strong>Ben Reitzes</strong> 預測，由於對人工智能基礎設施的強勁需求和持續支出，芯片股票的反彈將繼續。</p>
<p>該分析師對 <strong>美光科技公司</strong> (NASDAQ: MU)、<strong>閃迪公司</strong> (NASDAQ: SNDK) 和 <strong>英特爾公司</strong> (NASDAQ: INTC) 特別看好。他提高了這三隻股票的目標價，認為新簽署的長期協議使得這些公司的業績在歷史上波動較大的科技領域中更易於預測。</p>
<p>在週一的 SquawkCNBC 上，Reitzes 説：“我們剛剛將美光、閃迪和英特爾的目標價在我們組中提高了最多。” &#34;他們正在簽署這些長期協議，使他們的業績更具可預測性，我認為他們會因此受到認可。”</p>
<blockquote>
<p>&#34;我們剛剛將美光、閃迪和英特爾的目標價在我們組中提高了最多，&#34; @MeliusResearch 的 Ben Reitzes 説。&#34;他們正在簽署這些長期協議，使他們的業績更具可預測性，我認為他們會因此受到認可。&#34; https://t.co/QV3WbdlavX pic.twitter.com/jJQJU9lQ79</p>
<p>— Squawk Box (@SquawkCNBC) 2026 年 5 月 18 日</p>
</blockquote>
<p>分析師認為，隨着人工智能驅動的需求持續造成 供應瓶頸，使得包括美光、閃迪和英特爾在內的芯片製造商能夠獲得比傳統軟件公司或非芯片的 “七大奇蹟” 公司更多的市場價值。</p>
<h2><strong>美光</strong></h2>
<p>美光在最近幾周成為華爾街上 最擁擠的交易。自年初以來，該股上漲約 139%，使得這家內存芯片製造商的市值接近 9000 億美元。</p>
<p>Reitzes 將目標價設定為 1100 美元，高於之前的 700 美元，顯示出對內存和人工智能半導體市場韌性的信心。</p>
<p><strong>美國銀行</strong> 將該股的目標價提高至 950 美元，之前為 500 美元，並表示對內存市場的信心不斷增強。</p>
<p><strong>Benzinga Edge 股票排名</strong> 顯示 MU 的動量得分在 99 百分位。它在短期、中期和長期內保持強勁的價格趨勢。</p>
<p></p>
<p><strong>另請閲讀：</strong>
<strong>Ross Gerber 表示他出售了少量美光、英偉達和博通的股票，但仍對這些公司持 “非常看好” 的態度</strong></p>
<h2><strong>閃迪</strong></h2>
<p>這家內存芯片製造商今年也見證了華爾街上 最好的牛市之一，今年上漲超過 460%，受到存儲需求上升的推動。這一反彈使其市值達到 1970 億美元。</p>
<p>Reitzes 將閃迪的目標價從 1500 美元提高至 2350 美元，依據 報告。</p>
<p>閃迪已成為應對人工智能工作負載引發的存儲短缺的最純粹的投資方式，華爾街也 對此給予了相應的重視。</p>
<p><strong>Benzinga Edge 股票排名</strong> 顯示 閃迪 的動量得分在 100 百分位。它在短期、中期和長期內保持強勁的價格趨勢。</p>
<p></p>
<h2><strong>英特爾</strong></h2>
<p>英特爾今年表現強勁，漲幅超過 193%，受益於對 “代理型” 人工智能的轉變。Reitzes 將該股的目標價從 100 美元提高至 150 美元。</p>
<p>Niles Investment Management 的創始人 <strong>Dan Niles</strong> 強調，這家芯片製造商正處於顯著增長的有利位置，受益於對 “代理型人工智能” 的新興需求，這需要更平衡的 CPU 與 GPU 比率。</p>
<p>英特爾首席執行官 <strong>Lip-Bu Tan</strong> 表示：“下一波人工智能將使智能更接近最終用户，從基礎模型轉向推理再到代理型。這一轉變顯著增加了對英特爾 CPU 的需求。”</p>
<p><strong>Benzinga Edge 股票排名</strong> 顯示 英特爾 的動量得分在 99 百分位。它在短期、中期和長期內保持強勁的價格趨勢。</p>
<p></p>
<p><strong><em>免責聲明：</em></strong> <em>本內容部分由 AI 工具生成，並由 Benzinga 編輯審核和發佈。</em></p>
<p><strong>另請閲讀：</strong>
<strong>英偉達即將發佈的業績和相關 ETF</strong></p>
<p><em>圖片來源：jejim 來自 Shutterstock</em></p>

閃迪

美光科技

英特爾

<p>分析師 Ben Reitzes 上調了美光、閃迪和英特爾的目標價，原因是強勁的人工智能基礎設施需求提升了盈利的可預測性。他預測芯片股票將繼續增長，美光的目標價上調至 1,100 美元，閃迪的目標價上調至 2,350 美元，英特爾的目標價上調至 150 美元。人工智能的需求正在造成供應瓶頸，這對這些半導體公司帶來了顯著的好處</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> 分析師 <strong>Ben Reitzes</strong> 預測，由於對人工智能基礎設施的強勁需求和持續支出，芯片股票的反彈將繼續。</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>該分析師對 <strong>美光科技公司</strong> (NASDAQ: MU)、<strong>閃迪公司</strong> (NASDAQ: SNDK) 和 <strong>英特爾公司</strong> (NASDAQ: INTC) 特別看好。他提高了這三隻股票的目標價，認為新簽署的長期協議使得這些公司的業績在歷史上波動較大的科技領域中更易於預測。</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>在週一的 SquawkCNBC 上，Reitzes 説：“我們剛剛將美光、閃迪和英特爾的目標價在我們組中提高了最多。” &#34;他們正在簽署這些長期協議，使他們的業績更具可預測性，我認為他們會因此受到認可。”</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;我們剛剛將美光、閃迪和英特爾的目標價在我們組中提高了最多，&#34; @MeliusResearch 的 Ben Reitzes 説。&#34;他們正在簽署這些長期協議，使他們的業績更具可預測性，我認為他們會因此受到認可。&#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>分析師認為，隨着人工智能驅動的需求持續造成 供應瓶頸，使得包括美光、閃迪和英特爾在內的芯片製造商能夠獲得比傳統軟件公司或非芯片的 “七大奇蹟” 公司更多的市場價值。</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>美光在最近幾周成為華爾街上 最擁擠的交易。自年初以來，該股上漲約 139%，使得這家內存芯片製造商的市值接近 9000 億美元。</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 將目標價設定為 1100 美元，高於之前的 700 美元，顯示出對內存和人工智能半導體市場韌性的信心。</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>美國銀行</strong> 將該股的目標價提高至 950 美元，之前為 500 美元，並表示對內存市場的信心不斷增強。</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> 顯示 MU 的動量得分在 99 百分位。它在短期、中期和長期內保持強勁的價格趨勢。</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>另請閲讀：</strong>
<strong>Ross Gerber 表示他出售了少量美光、英偉達和博通的股票，但仍對這些公司持 “非常看好” 的態度</strong></p>
</div><h2><strong>SanDisk</strong></h2>
<div class="lb-trans"><h2><strong>閃迪</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>這家內存芯片製造商今年也見證了華爾街上 最好的牛市之一，今年上漲超過 460%，受到存儲需求上升的推動。這一反彈使其市值達到 1970 億美元。</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 將閃迪的目標價從 1500 美元提高至 2350 美元，依據 報告。</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>閃迪已成為應對人工智能工作負載引發的存儲短缺的最純粹的投資方式，華爾街也 對此給予了相應的重視。</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> 顯示 閃迪 的動量得分在 100 百分位。它在短期、中期和長期內保持強勁的價格趨勢。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><h2><strong>Intel</strong></h2>
<div class="lb-trans"><h2><strong>英特爾</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>英特爾今年表現強勁，漲幅超過 193%，受益於對 “代理型” 人工智能的轉變。Reitzes 將該股的目標價從 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 的創始人 <strong>Dan Niles</strong> 強調，這家芯片製造商正處於顯著增長的有利位置，受益於對 “代理型人工智能” 的新興需求，這需要更平衡的 CPU 與 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>英特爾首席執行官 <strong>Lip-Bu Tan</strong> 表示：“下一波人工智能將使智能更接近最終用户，從基礎模型轉向推理再到代理型。這一轉變顯著增加了對英特爾 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> 顯示 英特爾 的動量得分在 99 百分位。它在短期、中期和長期內保持強勁的價格趨勢。</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>免責聲明：</em></strong> <em>本內容部分由 AI 工具生成，並由 Benzinga 編輯審核和發佈。</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>另請閲讀：</strong>
<strong>英偉達即將發佈的業績和相關 ETF</strong></p>
</div><p><em>Photo courtesy: jejim from Shutterstock</em></p>
<div class="lb-trans"><p><em>圖片來源：jejim 來自 Shutterstock</em></p>
</div>

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

- 分析師 Ben Reitzes 預期芯片股將繼續上漲，受人工智能基礎設施需求驅動。  
- Micron、SanDisk 和 Intel 的目標價上調，因長期協議使財報預測更為準確。  
- 芯片製造商在持續的 AI 需求下獲取更多市場價值，表現優於傳統軟件公司。

benzinga_article

2 倍做多 INTC ETF - GraniteShares

半導體 ETF - VanEck Vectors

納斯達克半導體 ETF - First Trust

費城交易所 半導體 ETF - iShares

動態半導體 ETF - Invesco

Invesco PHLX Semiconductor ETF

半導體 3 倍做多 - Direxion

標普半導體 ETF - SPDR

美國銀行

英偉達

博通

Sandisk - WI

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

NVIDIA Corporation

分析師表示，美光科技、英特爾和閃迪在人工智能熱潮中可能還有更多的上漲空間：‘我們剛剛上調了目標’