智通财经APP获悉,花旗在美光科技(MU.US)公布第二财季业绩前重申对该股的“买入”评级,目标价为150美元。花旗分析师Christopher Danely表示:“我们预计该公司将公布不错的业绩,但受消费者组合恶化和NAND(占2025财年第一季度销售额的26%)利用率不足的影响,其业绩指引将低于市场预期。然而,主流DDR5现货价格正在上涨,今年迄今上涨了近8%,这是自2024年第一季度以来的...
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