华尔街越来越将内存芯片制造商美光视为英伟达的潜在接班人，这得益于人工智能热潮对高带宽内存（HBM）的需求。美光的股价大幅飙升，市值一度超过 Meta 和 Tesla。尽管行业历史波动性很大，但该公司强劲的第三季度财报和积极的前景，以及与英伟达和 Anthropic 等主要人工智能公司的长期供应协议，都增强了投资者的信心。 AI
影响 美光的飙升标志着内存供应链在人工智能基础设施中的关键作用，并可能迫使竞争对手增加 HBM 的产量。
排序理由 该集群讨论了由于人工智能驱动的需求，一家主要半导体公司的市场认知和估值发生了重大转变，影响了其相对于行业巨头的市场地位。
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https://www. europesays.com/3094863/ Why Wall Street thinks US memory maker Micron is the next Nvidia # AI # business # Micron # Nvidia
Eager to find more public AI-related companies that may do as well as Nvidia, Wall Street investors think they've found a winner with Micron.
🔥 Micron to rival Nvidia Wall Street believes Micron could be the next Nvidia, anticipating significant growth in the memory maker's stock. This prediction is based on Micron's potential to capitalize on the demand for advanced memory technology. The comparison to Nvidia highligh…
Why Wall Street thinks US memory maker Micron is the next Nvidia | TechCrunch Eager to find more public AI-related companies that may do as well as Nvidia, Wall Street investors think they've found a winner with Micron. https:// techcrunch.com/2026/06/28/why- wall-street-thinks-u…