[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio992b32f1":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio992b32f1","Stifel力挺美光科技（MU）Q4业绩前景——维持“买入”评级并上调目标价至173美元","\u002Fdoc\u002Fdcio992b32f1","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股投资网获悉，美光科技(MU)成为市场关注核心。这家存储芯片巨头即将于美东时间周二盘后发布2025财年第四季度财报，此时投资机构Stifel上调了目标价。截至发稿，美光科技在周一盘后上涨1.12%。\u003C\u002Fp>\u003Cp>Stifel分析师布莱恩·秦(BrianChin)在给客户的报告中指出“推动美光基本面改善的核心催化剂，是来自大型超大规模数据中心客户(hyperscaler customers)、以企业级固态硬盘(eSSD)为核心的数据存储需求增长。”尽管维持对美光“买入”(Buy)的评级，但他将目标股价从145美元上调至173美元。\u003C\u002Fp>\u003Cp>布莱恩·秦进一步补充“在我们的分析逻辑中，预计2026自然年(CY26)NAND闪存的位出货量(bit-shipment)增速将加快，且有望超出市场预期。基于这一判断，加之我们认为截至2025自然年(CY25)年底，存储芯片的底层价格将保持强劲走势，因此我们上调了美光2026财年(FY26)、2026自然年(CY26)以及2026财年第一季度(11月季度，F1Q)的业绩预期。”\u003C\u002Fp>\u003Cp>他还表示“短期来看，我们预计美光的毛利率(GM)扩张趋势将持续。这一判断的支撑因素有两点一是截至2025财年第四季度(8月季度，F4Q)末，存储芯片库存将大幅下降;二是公司产品结构优化将进一步助力盈利水平提升。我们预计，美光将指引2026财年(8月财年，FY26)的资本支出(capex)同比有所增加，但增幅会低于营收增速(即资本支出\u002F营收比率下降)——这一规划主要基于新建晶圆厂(fab)的投入，而非加速新增产能供应。”\u003C\u002Fp>\u003Cp>据分析师共识预测，美光即将发布的第四季度财报中，每股收益(EPS)预计为2.86美元，营收预计达111.5亿美元。\u003C\u002Fp>\u003Cp>资讯来源：美股投资网 TradesMax.com 美股大数据 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]