{"schema":"hottub-news/story/v1","story":"st_w6glfej7jh2x72xtv6lq","title":"HBM缺貨延續2028！瑞銀喊買美光 目標價1625鎂不是夢","title_en":"HBM shortage continues until 2028! UBS calls to buy Micron with target price 1625 mg not a dream","outlets":1,"brief":null,"page":"https://hottub.news/stories/hbm-2028-1625-w6glfej7jh","count":1,"items":[{"id":"n_w6glfej7jh2x72xtv6lq","seq":301020,"kind":"article","title":"HBM缺貨延續2028！瑞銀喊買美光 目標價1625鎂不是夢","title_en":"HBM shortage continues until 2028! UBS calls to buy Micron with target price 1625 mg not a dream","url":"https://tw.news.yahoo.com/hbm%E7%BC%BA%E8%B2%A8%E5%BB%B6%E7%BA%8C2028-%E7%91%9E%E9%8A%80%E5%96%8A%E8%B2%B7%E7%BE%8E%E5%85%89-%E7%9B%AE%E6%A8%99%E5%83%B91625%E9%8E%82%E4%B8%8D%E6%98%AF%E5%A4%A2-203600370.html","summary":"AI浪潮帶動高頻寬記憶體（HBM）需求強勁，瑞銀最新研報看好記憶體巨頭美光（Micron）迎來結構性成長，預測供需缺口將延續至2028年。瑞銀全面上調美光獲利預測與目標價至1,625美元，預期2027財年毛利率有望挑戰91%歷史高點。受惠於產品定價能力提升與長期合約護體，美光獲利韌性顯著增強，瑞銀更預估美光將於2026年底後啟動大規模股票回購計畫，每季規模上看200億美元。在AI基礎設施需求強力支撐下，美光正擺脫傳統景氣循環宿命，步入營運爆發與資本回報的黃金期，成為市場關注焦點。","published":"2026-09-27T20:36:00Z","seen":"2026-09-27T21:02:08Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q18028670","name":"LRP5","type":"other"},{"id":"Q193199","name":"UBS","type":"org"},{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_w6glfej7jh2x72xtv6lq","category":"economy-business","category_p":0.9100000262260437,"sentiment":"neutral","tone":0.09000000357627869,"political":0.05999999865889549}]}