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Deutsche Bank raises Micron Technology (MU.O) PT to $1,550 from $1,500.
2026-06-25
Deutsche Bank raises Micron Technology (MU.O) PT to $1,550 from $1,500.
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其他消息
2026-06-25
JP Morgan analysts said on Thursday that memory shortages are being driven by explosive demand for AI factory infrastructure, and that memory’s role as a strategic asset for artificial general intelligence (AGI) remains unchanged. They added there are few signs of demand destruction or of reductions in memory intensity that would relieve the current supply-demand imbalance.
JP Morgan analysts said on Thursday that memory shortages are being driven by explosive demand for AI factory infrastructure, and that memory’s role as a strategic asset for artificial general intelligence (AGI) remains unchanged. They added there are few signs of demand destruction or of reductions in memory intensity that would relieve the current supply-demand imbalance.
2026-06-25
Japan coincident index, final for April, MoM +1.3%; prior +1.1%.
Japan coincident index, final for April, MoM +1.3%; prior +1.1%.
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