{"schema":"hottub-news/story/v1","story":"st_q2armj7th77uvlbff7ga","title":"2000！超級周期「護體」+本益比7倍 超級多頭在美光財報前重申最狂目標價","title_en":"2000! Super Cycle 'Protective' + 7x ROI Super Bullish Ahead of Micron Earnings Reaffirms Crazy Target Price","outlets":1,"brief":null,"page":"https://hottub.news/stories/2000-super-cycle-protective-7x-roi-super-bullish-ahead-of-micron-q2armj7th7","count":1,"items":[{"id":"n_q2armj7th77uvlbff7ga","seq":547842,"kind":"article","title":"2000！超級周期「護體」+本益比7倍 超級多頭在美光財報前重申最狂目標價","title_en":"2000! Super Cycle 'Protective' + 7x ROI Super Bullish Ahead of Micron Earnings Reaffirms Crazy Target Price","url":"https://news.cnyes.com/news/id/6617268","summary":"美光財報前，D.A. Davidson重申買進與2000美元目標價，較現價隱含約一倍漲幅。 分析師稱記憶體供需緊張至少延續至2027年，AI大模型與HBM3E、HBM4需求強勁。 摩根大通看好本季營收、毛利率、EPS優於共識，但2028年後擴產恐壓抑價格。","published":"2026-09-28T23:50:05Z","seen":"2026-09-29T00:28:59Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["美股雷達"],"authors":["鉅亨網編譯陳韋廷"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://cimg.cnyes.cool/static/rss/default/m/01.jpg","story":"st_q2armj7th77uvlbff7ga","category":"economy-business","category_p":0.5799999833106995,"sentiment":"positive","tone":0.5299999713897705,"political":0.019999999552965164}]}