美国内存芯片制造商美光（Micron）的市场估值飙升，一度超过Meta和特斯拉。这一大幅增长归因于人工智能热潮，该热潮导致内存芯片（尤其是人工智能服务器必需的高带宽内存（HBM））严重短缺。该公司强劲的第三季度收益和积极的前景，加上与Nvidia和Anthropic等主要人工智能公司的长期供应协议，让华尔街分析师对其持续增长潜力深信不疑。 AI
影响 美光HBM芯片产量的增加对于扩展人工智能基础设施至关重要，有可能缓解供应限制并促进人工智能的进一步发展。
排序理由 美光市值飙升及其对人工智能供应链的影响代表着一项重要的行业发展。
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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…