大行評級|瑞銀:小幅下調美光目標價至153美元 仍是最看好的人工智能股之一
瑞銀髮表報吿指,美光科技上季營業額、利潤率、每股盈利再次高於指引目標上限。管理層最新指引意見平平,略低於大多數投資者預期。公司表示第一季毛利率僅略有上升,該行認為在供需平衡的情況下有點出人意料。 該行將美光科技2025及2026財年每股盈利預測分別下調約10%和14%,並將目標價從155美元下調至153美元,管理層對毛利率觀點略為保守,但維持“買入”評級,因為該股仍是其最看好的人工智能股之一。
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