美光科技(MU)周二盘中大涨7.22%,引起了市场广泛关注。
消息面上,在本周拉斯维加斯举行的CES 2025上,英伟达发布了基于Blackwell架构的全新GeForce RTX 5000系列显卡,其中美光科技将为该系列新品提供内存。英伟达首席执行官黄仁勋表示,新的GeForce GPU将从1月份开始提供。
分析人士认为,凭借出色的技术实力和产品质量,美光科技连续多年为英伟达和其他知名芯片制造商提供内存产品,为公司带来了可观的收益。此次再次获得英伟达新款显卡的内存订单,不仅体现了美光在行业内的领先地位,也为其未来业绩增长注入了新的动力。投资者对公司长期发展前景抱有较高预期,推动了美光股价本日的大涨。
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