Micron Set for Profit Surge With High-Margin Products and AI-Driven Market Expansion, Analyst Says
Micron Set for Profit Surge With High-Margin Products and AI-Driven Market Expansion, Analyst Says
美光準備通過高毛利產品和人工智能驅動的市場拓展實現利潤激增，分析師表示
Cantor Fitzgerald analyst C J Muse reiterated Micron Technology Inc (NASDAQ:MU) with an Overweight rating and a $150 price target.
康特菲茲分析師C J Muse重申了Micron Technology Inc（納斯達克：MU），評級爲看漲，目標價爲150美元。
The price target of $150 reflects ~14 times Muse's calendar year 2025 EPS estimate versus the prior 13 times.
150美元的目標價反映了Muse對2025年日曆年每股收益估計的約14倍，而之前是13倍。
Muse highlighted key takeaways from its investor call with Micron.
Muse從與Micron的投資者電話會議中強調了關鍵要點。
Also Read: Intel Faces Takeover Bids from Qualcomm and Arm as AI Shift Puts Pressure on Chipmaker
另請閱讀：英特爾面臨來自高通和Arm的收購要約，因爲人工智能轉型給芯片製造商帶來壓力。
The discussion mainly focused on the overall health of the DRAM or HBM market and Micron's increasingly differentiated product portfolio.
討論主要集中在DRAm或HBm市場的整體健康狀況以及Micron日益差異化的產品組合上。
The company noted that the meaningful outperformance for the November quarter guide was driven entirely by...
該公司指出，11月季度指引的顯著...
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