美光科技财报将考验近期芯片市场涨势

美光科技周三公布的业绩可能会影响芯片市场。投资者热切期待与人工智能相关的业务对这家芯片制造商的提振。

MU – Daily Chart

美光科技-日图

美光科技股价在6月初的缺口中找到了支撑。类似的阻力区域存在于147.85美元至151.87美元之间。支撑位在130.58美元,这是4月以来的阻力位。

Rosenblatt分析师Hans Mosesmann表达了乐观情绪,他将苹果的目标股价定为225美元,进一步提振了投资者的信心。

Mosesmann表示,由于美光进入内存需求的重要周期,该公司这次的盈利应该会超过预期。预计人工智能将提振个人电脑需求。与此同时,其高带宽内存(HBM)部门也应该提高股票的表现。Mosesmann补充说,该行业的HBM供应情况将是监测的关键,需求问题可能会持续到2025年。

美光的盈利对芯片股来说是必要的,此前该公司股价飙升至157.54美元的历史新高。美光和其他芯片公司正赶上人工智能引领的市场领头羊英伟达股价飙升,美光的任何前景都可能影响其他公司和纳斯达克整体科技指数

Rosenblatt的Mosesmann预计第三季度营收和调整后每股收益分别为66亿美元和0.44美元,这与最近更新的指引一致。该公司的股价今年飙升了66%。不过,今年4月台湾发生地震后,市场出现了担忧,美光也没有积极提前公布业绩。

不过,Cantor Fitzgerald分析师C.J. Muse告诉客户,不要”想太多”,他将该股目标价上调至180美元。

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