NVDA公司的股票分析
Keywords: NVDA, Micron, 股票, 人工智能, 存储器
NVDA公司的股票分析
据Seeking Alpha的分析师Robert Castellano最近将Micron的股票评级升级为买入，原因是其能够将其HBM3E产品推向Nvidia（NVDA）公司。Micron Technology（NASDAQ：MU）认为人工智能的崛起是一个过渡时刻，因为存储器在半导体发展中变得越来越关键。这一消息导致巴克莱分析师Tom O'Malley将Micron的股票目标价从120美元上调至145美元，并维持了中性评级。Micron的股票在预市交易中上涨了1%。Micron已经在今年上涨了42%，在过去一年里翻了一番。最近，Micron与美国商务部达成了初步协议，将获得61.4亿美元的直接资助，用于在纽约州克莱和爱达荷州建造两个半导体工厂。由于Micron在存储市场的地位，巴克莱提高了其股票的目标价。Micron认为，随着对高带宽存储器HBM的需求增加，对动态随机存取存储器DRAM的需求也将增加。最终，这将推动对其产品的需求增长，其中HBM和DRAM都是由Micron生产的。Micron认为，AI与HBM将减少存储器的大规模生产，因为零部件是按规格制造的，因此资格认证更加困难和微妙。
Micron Technology: HBM3E Packaging Capability Wins Market Attention
Micron Technology's recent agreement with the U.S. Department of Commerce to receive funding for semiconductor factories has drawn attention to its strength in high bandwidth memory (HBM). Analysts point to Micron's HBM3E packaging capability as a factor in its upgraded stock rating, as well as its position in the DRAM market and collaboration with Nvidia. The rise of artificial intelligence has increased the importance of memory in semiconductor development, leading to increased demand for dynamic random-access memory (DRAM). Micron's stock has seen significant growth, and the company believes that AI will reduce memory commoditization. Overall, Micron's memory strength and partnership with Nvidia have positioned it as a market focus, contributing to its upgraded stock rating.
Continue reading苹果公司与微软支持的OpenAI接近达成协议
苹果公司（AAPL）正在接近与微软（MSFT）支持的OpenAI达成协议，将后者的ChatGPT功能整合到苹果的iOS 18中。这一消息可能会对谷歌在iOS生态系统上的默认搜索份额产生挑战。而对于苹果（AAPL）来说，与OpenAI合作是一个明智的举动，特别是在加大人工智能雄心的同时。
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