#分享美股交易赢英伟达股票 Morgan Stanley analysts significantly raised their price targets for Micron Technology and SanDisk, stating that demand in the memory chip market will continue to outpace supply, making short-term relief unlikely.

Morgan raised Micron's expected target from $520 to $1,050, an increase of more than double; at the same time, they adjusted SanDisk's target from $1,100 to $1,750.
Morgan analyst Joseph Moore told investors in a report that DRAM chips have become the main bottleneck in artificial intelligence infrastructure development, and major tech giants are still willing to pay high prices for them. The core obstacle limiting the expansion of storage chip supply is not capital investment willingness but physical constraints—insufficient cleanroom capacity and limited EUV lithography machine supply. This reality means that even if storage manufacturers intend to expand production on a large scale, the actual implementation speed will be strictly limited, directly supporting the industry’s judgment of a "longer-lasting, higher peak" profitability cycle. $MU