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Stifel分析师BrianChin重申对美光的“买入”评级，并大幅将目标价从360美元上调至550美元。受AI浪潮驱动，存储市场的供需缺口持续扩大。近期的供应链调查表明，存储芯片供应在短期内仍将保持相对固定，强劲的定价势头不会轻易消退。
本文源自：金融界AI电报
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