美股详情

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喜马拉雅资本持仓

2,369.43

+42.701.84%

涨家数：4

跌家数：2

平家数：- -

市盈率：- -

高：2,370.54

开：2,333.63

低：2,326.06

收：2,326.73

数据加载中...

Keybanc：维持Micron Technology(MU.US)评级，由增持调整至增持评级, 目标价由135.00美

美光科技股票走势反转最新下跌2.1%。

富国银行：维持Micron Technology(MU.US)评级，由增持调整至增持评级, 目标价由150.00美元调整

Wedbush：维持Micron Technology(MU.US)评级，由优于大市调整至优于大市评级, 目标价由150

坎托菲茨杰拉德公司：维持Micron Technology(MU.US)评级，由增持调整至增持评级, 目标价由145.0

2025下半年美国银行股反弹主线：鲍曼与监管、交易与降息

TradingKey中文

单日暴跌18%，美光伏巨头陷“生存困境”！

【AI热潮助推下Q3业绩超预期美光科技(MU.US)获分析师力挺】智通财经APP获悉，美光科技(MU.US)第三财季业

Bank of America Corporation增持日清食品(01475)300万股每股作价6.86港元

智通财经网

周四美市盘前走高聚焦芯片制造商美光科技季度业绩

Rosenblatt：维持Micron Technology(MU.US)评级，由买入调整至买入评级, 目标价由172.

花旗将美光科技目标股价从130美元上调至150美元。

巴克莱：将美光目标价从102美元上调至166美元。

研选行业丨手机散热进入 “铜时代”！苹果17或带头换纯铜 VC，千元机有望跟进“冷静”，这两家公司被券商点名

美股异动丨美光科技盘前涨超2.3% 第三财季业绩及本季指引均超预期

一季度非发达国家或地区智能手机库存积压入门级机型滞销

业绩生猛，美光能否挑战历史新高？

财经自媒体

摩根大通：将美光目标价从135美元上调至165美元。

折叠屏即将告别小众走向主流，vivo如何抢占先机？

HBM 放量在即，美光能否乘胜追击？

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21:20","pubTimestamp":1750944011,"startTime":"0","endTime":"0","summary":"TradingKey - 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15:09","pubTimestamp":1750921740,"startTime":"0","endTime":"0","summary":"从业绩上看，美光不负众望，但冲高回落的走势给未来蒙上一层阴影。一片欣欣向荣之下，美光能否突破去年157.5的高价，来一个历史新高呢？根据第三方数据，美光科技在第一季度首次成为数据中心SSD市场份额排名第二的品牌。从市净率估值上看，美光已经回到历史高位，超过了2021年半导体牛市高点：由此来看，美光已经处于周期性高点位置，但考虑到AI交易火爆，英伟达、博通创下历史新高，美光或有挑战历史新高的可能！","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-06-26/doc-infcktkp3621308.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4553","BK4588","BK4527","BK4533","BK4141","LU2089985449.USD","BK4554","IE00B7SZLL34.SGD","BK4566","BK4575","BK4585","IE00B19Z3B42.SGD","GB00BDT5M118.USD","BK4543","LU0127658192.USD","LU0274383776.USD","LU0082616367.USD","LU0056508442.USD","LU1267930813.SGD","LU0642271901.SGD","LU2360106780.USD","LU0889566641.SGD","BK4532","LU2048586759.USD","LU2211815571.USD","BK4579","LU0719512351.SGD","BK4512","LU1852331112.SGD","MU","IE00B19Z3581.USD","LU0081259029.USD","IE0002270589.USD","LU2250418816.HKD","LU0157215616.USD","LU1316542783.SGD","LU0792757196.USD","LU2286300806.USD","BK4605","LU1366333091.USD"],"gpt_icon":1},{"id":"2546030802","title":"摩根大通：将美光目标价从135美元上调至165美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2546030802","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546030802?lang=zh_cn&edition=fundamental","pubTime":"2025-06-26 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14:09","pubTimestamp":1750918140,"startTime":"0","endTime":"0","summary":"业内普遍认为，国内折叠屏市场增速从三位数回落至两位数区间震荡，标志着其正经历从小众迈向主流的关键转型期，苹果折叠屏即将到来的消息，正是折叠屏手机市场即将成熟的力证。而在激烈竞争之中，以创新力和用户力著称的vivo，率先交出一份高分答卷。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-06-26/doc-infcktkp3592535.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00B775SV38.USD","LU2083900584.USD","LU1642822529.SGD","LU1720051017.SGD","LU2458330169.SGD","IE0004091025.USD","LU2065171311.SGD","LU2087625088.SGD","IE00BJLML261.HKD","LU0672654240.SGD","LU0308772762.SGD","LU2168563687.JPY","LU1914381329.SGD","SG9999015341.SGD","LU0868494617.USD","LU2417539215.USD","LU0965509101.SGD","SG9999002224.SGD","IE00BWXC8680.SGD","IE00BSNM7G36.USD","LU1935042488.USD","LU2543165471.USD","LU2430703251.USD","LU1852331112.SGD","LU0109391861.USD","LU2756315664.SGD","LU0314106906.USD","LU1127390331.HKD","LU0345770993.USD","LU0444971666.USD","LU2168564222.USD","BK4553","LU0943347566.SGD","LU1066051225.USD","HK0000306701.USD","MACW.SI","LU1582987324.SGD","LU1989772840.SGD","LU2247934214.USD","SG9999002232.USD","LU2237438978.USD","SG9999015978.USD","LU0345769631.USD","LU1548497426.USD","LU2250418816.HKD","LU2242649171.HKD","LU0868494708.USD","IE00BKVL7J92.USD","BK4532"],"gpt_icon":1},{"id":"2546373274","title":"HBM 放量在即，美光能否乘胜追击？","url":"https://stock-news.laohu8.com/highlight/detail?id=2546373274","media":"海豚投研","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546373274?lang=zh_cn&edition=fundamental","pubTime":"2025-06-26 10:53","pubTimestamp":1750906433,"startTime":"0","endTime":"0","summary":"由于 HBM 均价较高，出货增长，有利于带动 DRAM 均价的提升。得益于 DRAM 产品组合及成本改善，公司本季度毛利率回升至 37.7%。下季度的超预期增长，主要来自于 HBM 的增长及传统领域部分产品涨价的带动。而市场最为关注的 HBM 方面，管理层交流并未给出更多增量信息，盘后涨幅再次回落。HBM 业务在上季度实现 10 亿美元和本季度 15 亿美元，环比增长 5 亿美元。整体来看，公司当前仍处于景气周期内，只要 HBM 顺利放量，公司下半年的业绩仍将继续提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626112351978f4ffc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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