What's Going On With Micron Tech Stock On Monday?
What's Going On With Micron Tech Stock On Monday?
Micron Technology Inc (NASDAQ:MU) shares are trading higher after Baird analyst Tristan Gerra upgraded the stock from Neutral to Outperform and raised its price target from $115 to $150.
美光科技公司（納斯達克股票代碼：MU）股價走高，此前貝爾德分析師特里斯坦·傑拉將該股從中性上調至跑贏大盤，並將目標股價從115美元上調至150美元。
Citi analyst Christopher Danely remains bullish on the U.S. semiconductor sector. His top pick remains Micron Technology, Inc (NASDAQ:MU)
花旗分析師克里斯托弗·丹尼利仍然看好美國半導體行業。他的首選仍然是美光科技公司（納斯達克股票代碼：MU）
with other Buy-rated names, including Advanced Micro Devices, Inc (NASDAQ:AMD), Broadcom Inc (NASDAQ:AVGO), Analog Devices, Inc (NASDAQ:ADI), Microchip Technology Inc (NASDAQ:MCHP), and ON Semiconductor Corp (NASDAQ:ON).
其他獲得買入評級的公司包括先進微設備公司（納斯達克股票代碼：AMD）、博通公司（納斯達克股票代碼：AVGO）、ADI公司（納斯達克股票代碼：ADI）、微芯科技公司（納斯達克股票代碼：MCHP）和安森美半導體公司（納斯達克股票代碼：ON）。
Last Friday afternoon, the SIA announced March monthly sales of $50.8 billion (up 16.4% month-over-month), above the analyst's estimate of $50.1 billion (up 14.8% M/M) and seasonality of up 12.0% M/M driven by above-seasonal sales across all products, most notably from analog and microcontrollers, Danely noted.
丹尼利指出，上週五下午，SIA宣佈3月份月銷售額爲508億美元（同比增長16.4％），高於分析師估計的501億美元（環比增長14.8％），季節性環比增長12.0％，這要歸因於所有產品的高於季節性的銷售，尤其是模擬和微控制器的銷售。
Also Read: Nvidia, Broadcom Lead AI Charge: BofA Analyst Tips AMD, Micron as Emerging Contenders in Explosive Market Growth
另請閱讀： 英偉達、博通領導 AI Charge：美銀分析師提示AMD、美光是爆炸性市場增長的新興競爭者
He said analog and microcontroller units were up roughly 50% M/M, well above seasonality of up roughly 20% M/M.
他說，模擬和微控制器單元月率上漲了約50％，遠高於季節性環比增長約20％。
This data, together with recent commentary from the analog companies, supports Danely's view of an analog inventory replenishment in the second half of 2024.
這些數據以及模擬公司最近的評論支持了丹尼利對2024年下半年模擬庫存補充的看法。
Danely maintained his 2024 semi sales forecast of up 11% Y/Y.
丹尼利維持了他在2024年半導體銷售額同比增長11％的預測。
Analysts have previously forecasted Micron's upside from its high-bandwidth memory (HBM) market moat. They also projected upside from strong DRAM pricing and shipments of higher-priced, higher-margin and increasing AI exposure.
分析師此前曾預測美光將從其高帶寬存儲器（HBM）市場護城河中獲得上行空間。他們還預計，強勁的DRAM定價以及價格更高、利潤率更高的出貨量以及人工智能曝光度的增加將帶來上行空間。
Micron stock gained 97% in the last 12 months. Investors can gain exposure to the stock via REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI) and Invesco Semiconductors ETF (NYSE:PSI).
美光股價在過去12個月中上漲了97％。投資者可以通過REX FANG & Innovation股票溢價收益ETF（納斯達克股票代碼：FEPI）和景順半導體ETF（紐約證券交易所代碼：PSI）獲得股票敞口。
Price Action: MU shares traded higher by 4.75% at $120.15 on the last check Monday.
價格走勢：週一的最後一次支票中，MU股價上漲4.75％，至120.15美元。
Also Read: Micron Technology Poised for Growth On Strong AI Demand As Industry Enters The Most Significant Memory Cycle: Analyst
另請閱讀： 隨着行業進入最重要的存儲週期，美光科技有望在強勁的人工智能需求下實現增長：分析師
Photo courtesy of Micron
照片由美光提供