--- title: "分析師在人工智能熱潮推動下,將美光科技的目標價格提升至 1000 美元以上" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286907521.md" description: "Melius Research 和美國銀行的分析師已將美光科技的目標股價分別上調至 1,100 美元和 950 美元,原因是人工智能需求和供應限制。儘管股價已超過 700 美元,分析師認為美光科技接近 8 的前瞻市盈率和強勁的盈利增長是合理的。該股票經歷了顯著的波動,從 300 美元上漲至超過 800 美元,隨後因行業擔憂出現近期下跌" 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) --- # 分析師在人工智能熱潮推動下,將美光科技的目標價格提升至 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. ### 相關股票 - [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [DRAM.US](https://longbridge.com/zh-HK/quote/DRAM.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) - [MUU.US](https://longbridge.com/zh-HK/quote/MUU.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [BAC.US](https://longbridge.com/zh-HK/quote/BAC.US.md) - [BAC-Q.US](https://longbridge.com/zh-HK/quote/BAC-Q.US.md) - [BML-L.US](https://longbridge.com/zh-HK/quote/BML-L.US.md) - [BAC-L.US](https://longbridge.com/zh-HK/quote/BAC-L.US.md) - [BAC-K.US](https://longbridge.com/zh-HK/quote/BAC-K.US.md) - [BML-H.US](https://longbridge.com/zh-HK/quote/BML-H.US.md) - [BAC-N.US](https://longbridge.com/zh-HK/quote/BAC-N.US.md) - [BAC-E.US](https://longbridge.com/zh-HK/quote/BAC-E.US.md) - [MER-K.US](https://longbridge.com/zh-HK/quote/MER-K.US.md) - [BAC-O.US](https://longbridge.com/zh-HK/quote/BAC-O.US.md) - [BML-G.US](https://longbridge.com/zh-HK/quote/BML-G.US.md) - [BAC-M.US](https://longbridge.com/zh-HK/quote/BAC-M.US.md) - [BAC-B.US](https://longbridge.com/zh-HK/quote/BAC-B.US.md) - [BML-J.US](https://longbridge.com/zh-HK/quote/BML-J.US.md) - [BAC-S.US](https://longbridge.com/zh-HK/quote/BAC-S.US.md) - [BAC-P.US](https://longbridge.com/zh-HK/quote/BAC-P.US.md) - [8648.JP](https://longbridge.com/zh-HK/quote/8648.JP.md) ## 相關資訊與研究 - [美光大漲 4.8% 三星罷工成大利多?](https://longbridge.com/zh-HK/news/287129054.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) - [美股市場動態:SpaceX IPO、AT&T 訴訟、汽油價格飆升及科技股回暖影響投資情緒](https://longbridge.com/zh-HK/news/287132564.md) - [三星 521 大罷工倒數衝擊供應!瑞穗看好記憶體報價續飆 美光逆勢收紅成亮點](https://longbridge.com/zh-HK/news/286979198.md) - [美系外資調高評等 兩檔當紅主動式 ETF 大買 + 三利多 聯電飆 26 年新高](https://longbridge.com/zh-HK/news/286850682.md)