《大行報告》瑞銀升美光科技(MU.US)目標價至90美元 評級「買入」
瑞銀發表報告,預料美光科技(MU.US)下周將提供強勁指引,同時預料第四季動態隨機存取記憶體(DRAM)及儲存型快閃記憶體(NAND)合同價格按季上升逾15%,而明年首季期間則再上升至少10%,又預料公司生產維持持平,令庫存進一步下跌。
該行預料,截至明年2月底止第二財季,美光收入達約52.5億美元,市場預期料49億美元,而毛利率料達10%。該行將其目標價由76美元上調至90美元,維持其評級為「買入」,並預料其股票會繼續走高。
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