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格将再度攀升,料该公司EPS将突破百元大关。  花旗认为,AI需求正推动存储行业进入超级景气周期,DRAM与HBM价格将持续大涨。由于HBM生产挤占普通DRAM产能,DRAM有望迎来超级涨价周期。目前三星、美光已相继提价,预计2027年HBM价格将进一步走高。报告将美光目标价从425美元大幅上调至840美元,并预测其2027财年核心EPS将首次突破百元,达到104.56美元。  此外瑞穗证券周二发

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