[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciof15a2e8a":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},"dciof15a2e8a","Melius-Research：AI热潮将推动存储需求增长至本十年末-首予美光(MU)、闪迪(SNDK)“买入”评级","\u002Fdoc\u002Fdciof15a2e8a","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，华尔街研究机构Melius Research认为，人工智能热潮将推动存储需求持续增长至本十年末，存储芯片双雄美光(MU)与闪迪(SNDK)两家公司股价仍有进一步上行空间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Melius周一首次覆盖美光与闪迪，并给予两家公司“买入”评级，同时设定两年目标价分别为700美元和1350美元。机构指出，AI驱动下存储正成为整个人工智能投资逻辑中的核心环节。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受利好推动，美光周一上涨5.6%，收报524.56美元，过去12个月累计上涨558%；闪迪上涨8.1%，报1070.20美元，过去一年累计飙升3158%。公司将于周四盘后公布财报。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Melius分析师Ben Reitzes表示，市场应开始承认，存储已成为AI投资逻辑的重要组成部分，与AI半导体、AI硬件和超大规模云服务商形成深度联动。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尽管股价涨幅惊人，Melius认为市场对存储股估值仍偏保守。目前，美光和闪迪未来12个月预期市盈率分别约为6.4倍和10.3倍，显著低于费城半导体指数平均约25倍水平。若客户越来越多签订多年期供货协议，上述估值仍有提升空间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该机构认为，存储对于客户而言已具有“生存级重要性”。随着AI模型性能提升越来越依赖更高内存容量，而AI综合体的兴起也对各计算层级提出更高存储需求，存储需求正呈指数级增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Reitzes指出，如果AI趋势延续，存储价格上涨趋势可能持续，因为供需关系正发生结构性变化。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Melius认为，与本世纪初上一轮存储行业下行周期不同，当时需求下滑、库存积压，而如今AI云计算支出提供需求支撑，且销售模式正从现货采购转向长期供货合同，行业周期属性正在弱化。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">华尔街整体也普遍支持这一逻辑。FactSet数据显示，超过四分之三分析师给予闪迪“买入”评级，92%的分析师看好美光。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，摩根士丹利分析师Joseph Moore也进一步上调闪迪目标价，由690美元升至1100美元，并维持“增持”评级。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他指出，闪迪核心业务NAND存储价格动能有望持续，超大规模云服务商需求正在挤压其他买家供应，这将继续支撑价格上涨。摩根士丹利预计，闪迪周四将交出强劲财报和乐观指引。不过，该机构也提醒，由于闪迪4月已累计上涨68%，即便业绩强劲，股价未必会立即进一步上涨。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，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模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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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"]