認爲美光科技短期內將表現疲軟,Evercore ISI將其剔除首選股名單

美股研究社獲悉,據智通財經消息,Evercore ISI分析師C.J. Muse調整了他的選股名單。

該分析師將$美光科技(MU)$ 的目標價從135美元下調至100美元,並將該股從他的首選股名單中剔除,不過他對該股的評級仍爲“跑贏大市”。儘管他認爲,DRAM(動態隨機存取存儲器)在第四季度價格下跌的預測“更多是季節性的,而非週期性的”,他認爲這隻會是一到兩個的調整。這位分析師的最新預測模型,反映了糟糕的平均價格預期。他認爲,美光的股票在短期內將表現疲軟。

另外,該分析師將應用材料列入了他的首選半導體工藝設備股名單,考慮到該公司近期股價回落,他認爲該公司財報將帶來“強勁反彈和上漲”。他重申對該公司股票“強於大盤”的評級,目標價爲175美元。

本文來源:美股研究社,旨在幫助中國投資者理解世界,專注報道美國科技股和中概股,對美股感興趣的朋友趕緊關注我們

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  • Kencom
    ·2021-08-16
    A more reasonable analyst than Stanley Morgan.
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  • KaiXin123
    ·2021-08-16

    Up

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