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美光股票在3年后将位于何处?
美光科技在未来几年有望实现显著增长,主要得益于其在人工智能应用的高带宽存储器(HBM)解决方案方面的领导地位。来自AI超大规模数据中心的HBM需求呈爆炸性增长,美光的HBM3E和HBM4产品已售罄,预计2026年供不应求,导致溢价定价和更高的利润率。文章预测,凭借强劲的盈利增长和历史市盈率倍数,美光的股价有望进一步飙升,到2029财年可能达到2070美元至2875美元之间。