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学习笔记90:UBS研报:美光的目标股价400USD

  • 2026-01-10 07:26:21
学习笔记90:UBS研报:美光的目标股价400USD
最近存储的短缺再次被黄教主点燃，因为他在CES展发布了新的英伟达AI架构，对存储的需求大大大大的增加了，于是闪迪暴涨，当然了美光也是被看好的。
瑞银刚发布了一个分析报告，上调了美光的目标价格为400美元。
今天美股收市后，美光的价格是345刀，瑞银的报告，直接给出了未来12个月买入的评级，2026年的目标价：
有几个具体的分析数据：
ESP每收益预期：

如果已经持有美光股票的，那就是拿着，继续享受存储涨价的逻辑就好了。

往期阅读：

学习笔记89：大摩研报《Hardware & Networking 2026 Outlook》

学习笔记88：商业航天火了，看看中国A股的航天系股票都有哪些？

学习笔记87：美银看2026年美股半导体

学习笔记86：易中天的估值贵吗？

学习笔记85：很难想象富士康股价也这么贵？

学习笔记84：投资AI的星辰大海

学习笔记83：学习段永平投资巴菲特的BRK.B

学习笔记82：雪球产品为啥是个坑？

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  12. SELECT * FROM `article` WHERE `id` > 459269 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.003213s ]
  13. SELECT * FROM `article` WHERE `id` < 459269 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001302s ]
  14. SELECT * FROM `article` WHERE `id` < 459269 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.002962s ]
  15. SELECT * FROM `article` WHERE `id` < 459269 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.005567s ]
0.199496s