美光科技（MU）今日盘中股价大涨5.10%，引发市场关注。这一涨势主要受到苹果公司未来iPhone内存升级计划的积极影响。
据天风国际分析师郭明錤预测，至少三款2025年下半年推出的iPhone 17系列机型将配备12GB DRAM（动态随机存取存储器）。这一预测意味着苹果公司正在计划大幅提升其旗舰智能手机的内存容量。作为全球领先的存储芯片制造商之一，美光科技被认为是苹果DRAM升级策略的主要受益者之一。
值得注意的是，美光科技股价在今日早盘开市后就表现强劲，开盘不久后涨幅已达1.9%。这反映出投资者对美光科技未来业务前景的乐观预期。分析人士认为，如果苹果确实按照预期提升iPhone的内存容量，美光科技作为主要供应商之一，有望从中获得可观的订单增长，进而推动公司业绩提升。
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